Our clients benefit from our CPA and advisory staff's education and expertise in....
- Taxation, business and financial consulting
- Business and financial strategic and tactical planning
- IRS compilations, reviews and audits
- Business valuation
- Litigation support
- Investment services
- Trust and estate planning
- Wealth management
Our senior staff members include...
Richard J. Jordan, CPA
President, Managing Executive
Expertise
Daniel S. Nawrocki
MCS Director
Expertise
Anna DiBartolo, CPA
Expertise
Client Support Team
Pam Feld, Maria Villagrana, Joni Nawrocki and Joanna Villagrana
Expertise
Richard J. Jordan, CPA
President, Managing Executive
| Specialization: |
- Business and financial planning
- Business valuation and litigation
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| Education: |
- DePaul University, Accounting and Finance
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Service
Promise: |
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"I want my clients to sleep peacefully at night, knowing that Jordan and Associates is there for them to help them accomplish their business and personal financial goals, relieve the burden of financial and tax compliance and create successful and fiscally-sound businesses." |
Daniel S. Nawrocki
MCS Director
| Specialization: |
- Business management systems consulting
- Business productivity enhancement
- QuickBooks management training
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| Education: |
- Southern Illinois University, Organizational Development
- QuickBooks Certified Pro Advisor
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Service
Promise: |
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"I work with clients to help them create systems that make it easier for them to run their businesses and have a personal life! With the right business and financial structure they don't have to work as hard and their businesses run more efficiently, effectively... and profitably." |
Anna DiBartolo, CPA
| Specialization: |
- Business and individual tax planning
- Fluent in Italian and Spanish
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| Education: |
- DePaul University, Accounting
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Service
Promise: |
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"Taking excellent care of my clients is my top priority. And that means being responsive to their needs, getting answers to their questions quickly and handling their work with accuracy. It's my personal goal to build lasting client relationships where my clients trust me, feel comfortable coming to me for assistance and are confident in knowing that I'll always get the job done right for them." |
Client Support Team
Together, the Jordan and Associates Client Support Team - Pam, Maria, Joni and Joanna - possess a combined total of nearly 40 years experience in accounting and financial services. They provide friendly, personalized attention, have an eye for detail and are quick to respond to client questions. From helping balance checkbooks and reconciling bank statements, to payroll processing and QuickBooks assistance, the Client Support Team enjoys working with clients... and it shows in the quality of their work and their commitment to our clients' financial success.
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