Josh LanceJosh Lance

What is New at Joshua Lance CPA, LLC?

As you may have noticed, I have not posted recently on this blog.  There are many reasons for this:  going on vacation, retooling the website, retooling the firm, and spending time with friends and family after emerging through a long busy season.  However, it is almost the middle of August and changes are a coming.  Kids will be back in school, the leaves will be changing and before you know you know it Christmas will be here and we will be gearing up for tax season yet again. During this summer, we have made some important pivots and tweaks to Joshua Lance CPA, LLC.  For one, we will only be providing tax services to existing clients and to our new outsourced accounting clients.  The reason for this is that we are moving our accounting firm to focusing on our outsourced accounting services and small business consulting services as this is where we believe we provide our greatest value to our clients and where we want to focus our resources going forward.  The other big change is that we are only onboarding new clients if they fit our defined niches, which are tech-biased startups and craft breweries.  We want to provide services to businesses that fit our expertise and are in industries we want to invest in.

What does this mean for you?  If you are a current client of ours, everything will be business as usual. If you are looking to to hire an accountant and fall within one of our niches, fill out this contact form and we will get back to you.  If you are looking to hire an accountant and do not fall within one of our niches, tweet us @jlancecpa and I can refer you to another accountant who will be able to serve you.

We are excited in the direction our firm is taking and look forward to serving our clients in the coming years.

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.