Lance CPA Group

Accountant · 210 South Linden Avenue, Westmont, Illinois

  • Silver champion partner

    Partner status

    Silver champion partner 
  • Partner since 2013

    Experience

    Partner since 2013 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero migration certified

    Certification

    Xero migration certified 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

We believe your small business is important business.

We exist to help your business thrive; regardless of size and no matter what it takes. We don't feel like we are doing our job unless your job is getting easier. Believe us because we are entrepreneurs just like you, so we not only know what it's like to be in your shoes, we know what it takes to make your small business successful. Lance CPA Group is a certified public accounting firm built to help small business owners and entrepreneurs grow and manage their businesses. Consider us a stakeholder whose number one interest is helping you succeed and making your life easier along the way. Headquartered in Chicago, we cater to a niche target audience: craft breweries and tech-centric startup companies located right here but also beyond our vibrant city.

Affiliations

  • American Institute of CPAs
  • Chartered Global Management Accountants

Meet the team

Lance CPA Group advisors: 9 - Xero certifications: 9

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Ekaterina Angert

Staff Accountant

Profile image for Ekaterina Angert
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.

Samantha Aycock

Accountant

Profile image for Samantha Aycock
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

I hold a bachelor of science degree from University of Illinois at Chicago. I have 8 years of accounting experience. I'm a wife and mom who loves basketball and rock climbing.

Joshua Lance

Managing Director

Profile image for Joshua Lance
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • 1 year Xerocon attendance

Josh is the Managing Director of Lance CPA Group, a virtual CPA firm he founded in 2013. In addition to serving our clients, Josh is on faculty with Northwestern teaching accounting. 2017 40 under 40.

Lance CPA Group: Bank experience

Clients of Lance CPA Group connect to a range of banks via Xero. Lance CPA Group specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 


  • Capital One
  • PayPal
  • Silicon Valley Bank
  • Wells Fargo
  • St.George Bank
  • National Australia Bank

Lance CPA Group: Industry experience

Lance CPA Group works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 


  • Professional services
  • Manufacturing
  • Marketing; advertising and consulting
  • E-commerce
  • Retail
  • Media and communications
  • Not-for-profit
  • Repairs and personal services

Lance CPA Group : App experience

Lance CPA Group serves clients who use 15 different apps that connect and integrate with Xero.


Find us

Lance CPA Group has offices in 3 locations

Westmont

210 South Linden Avenue, Westmont, 60559, Illinois

+1 6305370218

Chicago

1 South Wacker Drive, Suite 200, Chicago, 60606, Illinois

+1 6305370218

Plano

5830 Granite Parkway, Suite 100-253, Plano, 75024, Texas

+630 5370218

New to Xero? Lance CPA Group can help

Xero is beautiful online accounting software for smaller businesses. Lance CPA Group can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 2 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Xero Partner Since 2013
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.