Lance CPA Group

Accountant · 210 South Linden Avenue, Westmont, Illinois

  • Xero Migration

    Specialist

    Xero Migration 
  • Gold champion partner

    Partner status

    Gold champion partner 
  • Partner since 2013

    Experience

    Partner since 2013 
  • Xero payroll certified

    Certification

    Xero payroll 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 payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Samantha Aycock

Director of Operations

Profile image for Samantha Aycock
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

I hold a bachelor of science degree from University of Illinois at Chicago. I have 10 years of accounting experience. I have a passion for helping people understand their finances & opportunities.

Joshua Lance

Managing Director

Profile image for Joshua Lance
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 2 years Xerocon attendance

Entrepreneurial CPA partnering with craft breweries and digital agencies for success | Adjunct Faculty at Northwestern | 2018 and 2017 40 under 40 | Xero Partner Advisory Council 2017-2019 | Chicagoan

Irene Nelson

Accountant

Profile image for Irene Nelson
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

I have a bachelor of arts degree with a major in accounting and a minor in business management. I am a mom of three active kids, a wife and I enjoy reading, running, photography and family time.

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

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
  • Media and communications
  • Retail
  • Healthcare and social services
  • Repairs and personal services
  • Not-for-profit
  • Accommodation and hospitality

Lance CPA Group : App experience

Lance CPA Group serves clients who use 16 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.

  • 3 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.
  • 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.