Josh LanceJosh Lance

Joshua Lance CPA LLC + CrunchBoards = Financial Success

Accounting is typically seen as a “rear-view” picture of the finances of a company. Most traditional accountants only think about   accounting this way.  However, as our firm looks to be innovative in working with our clients, we are not interested in just a historical approach to accounting. We believe accounting is more than just keeping the books.  We want to bring clarity to your numbers and potential and achieve greater financial success.

There is a marked shift happening, not just in this industry and our profession, but globally, to cloud-powered systems. This emergence has resulted in real time financial data. And that real time financial data is something we can use to drive your business.

So with that idea, we are excited to partner with CrunchBoards to leverage your accounting data and together to find patterns in the numbers. What is your gross profit margin right now? What does it mean? How much should you set aside for the tax bill? Can you afford to expand nationally or regionally? Traditional systems didn’t allow us to work together in this manner.

CrunchBoards Technology Example


Great companies don’t succeed just because they have a great service or product. They succeed because they know what’s coming. For example, by forecasting growth and considering different scenarios of how the future might look. That means they know where to invest, how to allocate resources and what preparations to make for each stage of their journey. CrunchBoards allows us to do all of this and more with you. And it is presented in a beautiful way that’s easy to understand, not just a wall of numbers!

CrunchBoards integrates with Xero which allows real time accounting data to flow seamlessly from Xero to CrunchBoards so that your forecasts and dashboards are updated in real time.

It is important that we continue to innovate and to support your business. CrunchBoards is our commitment to you, to help you run your business more intelligently; to achieve greater results with less effort and to finally enjoy the figures. If you are interested in trying CrunchBoards out, contact us here, and we can do a call to demo the software and see if CrunchBoards will help your business succeed.

About Josh Lance

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office.  Josh is also an adjunct professor at Northwestern University in Evanston, IL.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.