Finance Elevated.
Strategy Defined.

Strategic finance, tax, and accounting operations for private businesses, PE portfolio companies, and public-sector entities. We operate as an extension of your finance function, not adjacent to it.

Senior-led delivery across FP&A, accounting, and tax: integrated, not siloed.

Built for: CFOs, operators, and PE-backed companies ($25M to $500M)

CHICAGO HEADQUARTERS

Chicago headquarters with additional U.S. offices in Remsen and Kingsley, Lowa, and international offices in Surat, India and Pula, Croatia.

WHERE WE ENGAGE

The finance issues that slow growth.

Most clients come to us when finance is not keeping up with the business.

Forecasting lacks credibility

Budgets and forecasts are inconsistent, manual, or disconnected from the real drivers of performance.

Reporting is too slow

Leadership is waiting too long for numbers, and the reporting package is not decision-ready.

Visibility is limited

Cash, margin, and operational performance are not clear enough to support confident decisions.

Finance does not scale

Processes, systems, and finance infrastructure are falling behind the pace of growth.

Why Outlook

A different model for finance support.

Most firms separate accounting, tax, and advisory. We do not. The advisor who scopes the engagement leads it through transition, and the same team stays with you from diagnostic through delivery.

Senior-led, no hand-off

The advisor who scopes the engagement leads it through transition. Clients work with experienced operators from day one, not a delivery team handed the file after sale.

Diagnostic before proposal

Most engagements begin with a two-to-four week diagnostic. We scope to the actual problem rather than our assumptions about it, so commitments are realistic and quantified.

Integrated delivery

FP&A, accounting, and tax run as one system instead of three disconnected services. One team, one roadmap, one set of numbers everyone trusts.

Accountable to the decision

Close cycle time, forecast accuracy, on-time materials. We quantify what good looks like at the start of the engagement and hold ourselves to those metrics throughout.

Our practices

Four disciplines.
One integrated team.

01

Strategic Finance & Adivsory

FP&A, forecasting, pricing, modeling, M&A, and global expansion. Forward-looking financial strategy for leadership teams.

02

Government, Public Sector & Nonprofit

Fund accounting grants, multi-year forecasting, Single Audit. Public-sector financial discipline for mission-driven organizations.

03

Accounting & Finance Operations

Close management, reconciliations, systems implementation, reporting, automation. The backbone of reliable financial data.

04

Tax & Compliance

Business and individual tax, multi-state filings, planning, and controversy. Technical tax work tied to financial strategy.

Who we serve

Lower-middle market teams: PE-backed portfolio companies, growth-stage businesses, public-sector entities, and the owners and operators behind them.

Clients we've served

Case Studies

Client engagements with outcomes.

Real engagements with quantified results. Three current cases below, more in the full library.

Strategic Finance

Multi-state tax infrastructure for a national services business

Tax & Compliance

Full finance function for a real estate investment group

Real Estate, PE

Rebuilding the reporting function for a national healthcare data platform

Recognition

Proof, not promises.

The recognitions and experience below are verifiable. They describe the background behind the work we do today rather than claims about the future.

FIRM RECOGNITION

Consulting Magazine

2025 Best Firms to Work For — a recognition determined by anonymous employee surveys conducted directly by Consulting Magazine.

2025
FOUNDER RECOGNITION

40 Under 40 Honoree

Founder Goran Gmitrovic has been recognized as a nationally-honored 40 Under 40 leader in the accounting and tax industry on two separate occasions.

TWO-TIME HONOREE
PRIOR EXPERIENCE

Fortune 500 advisory

Our founder's prior experience at Accenture, EY, and Deloitte includes advisory work for Google, Netflix, GAP, Lucid Motors, Stryker, Medline, and Kraft Heinz.

ACCENTURE · EY · DELOITTE
❝

Goran and his team have been there for me through difficult personal & business-related transitions and have done an incredible job all around. They go above and beyond to assist with your needs and do so with high degree of professionalism, deep expertise, and kindness.

Anna Segura

Latest insights

Articles and analysis from the Outlook team.

Outlook Named #1 Best Firm to Work For in the Boutique Firm Category

Global M&A Rise 10% to $1.9 Trillion in 2025: BCG Report

Start the conversation

Let's figure out what's next for your finances.

A 30-minute consultation is the best way to determine whether Outlook is the right partner for your needs. We will listen to your situation and provide a candid assessment of how we can help.