H.D. Roseth & Associates

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H.D. Roseth & Associates is an accounting firm based in Riverwoods, Ill. The firm has a team of around 15 who provide financial accounting, tax preparation, and bookkeeping services to various clients.

Client Insights

Industry Expertise

Business services

20%

Financial services

20%

Hospitality & leisure

20%

Non-profit

20%

Retail

20%

Client Size Distribution

Small Business (<$10M) 50%

Midmarket ($10M - $1B) 25%

Enterprise (>$1B) 25%

Common Project Size

$50K-$199K 1 project

Clients

  • Heron Agency

Highlights from Recent Projects

Overall Rating

5.0
1 Review

H.D. Roseth & Associates was hired by Heron Agency, a lifestyle communications firm, to address their accounting challenges. The agency had an in-house bookkeeper for a limited time, and their books required cleanup, revised procedures, and strategies for easier preparation for quarterly taxes. Hal, the owner of H.D. Roseth & Associates, provided valuable business advice and financial expertise, recommending new procedures to improve the agency's revenue collection and reporting mechanisms. He also assisted with individual taxes and served as a consultant for financial questions, taxes, s-corporation concerns, government programs like the Payback Protection Program (PPP), and on the human resources front. The agency invested between $10,000–$50,000 annually in this ongoing partnership that began in February 2015. The client expressed satisfaction with the services provided by Hal and his team.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0