www.fredlundincpa.com
Chicago Millennium Park

About The Firm:

Virtual based CPA and technology consulting firm focused on maximizing business profits through the development of technology and systems integration, accurate accounting, and strategic reporting to identify opportunities.  We offer a full menu of services custom tailored to client needs.  Our services are customized to every client's specific needs, in order to maximize value created within the relationship. 
Fred Lundin CPA

About Fred:

Fred Lundin grew up in central Wisconsin, the son of a teacher and a CPA, Fred understands the underlying challenges that businesses and individuals face. With more than a decade working in different financial roles, Fred has worked for companies both small and large. He is a Certified Public Accountant (CPA) in licensed in both Illinois and Wisconsin. 

Throughout Fred's college years, he held internships with numerous financial institutions, becoming the youngest intern within a large fortune 500 company. After graduating from St. Norbert College in De Pere, WI with a degree in accounting, he began the next phase of his career with a small successful wealth management firm located in Green Bay. Fred eventually moved to the Chicagoland area in 2016 and began working for a regional trust company and registered investment advisor (RIA). Following a successful 3 years working for the Trust Company of Illinois / TC Wealth Partners, Fred began working in a newly formed department within a big bank in downtown Chicago, focused on developing a new technology platform for institutional investors and alternative investments such as private equity & hedge funds. 



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Giving Back:

We are committed to serving the communities we are engaged within. Currently we have 3 initiatives in which we are focused on the community. See the Giving Back page to learn more.
Pricing & Cost Structure

Our pricing and cost structure reflects our core principals focusing on value and long-term, mutually beneficial relationships. We understand the current accounting & consulting marketplace, and our goal is quality over quantity. We are upfront with all pricing and costs before any engagement begins. Our rates are a direct reflection of the quality and value of our service. If you are looking for a budget, cookie-cutter engagement, that is not custom tailored to your specific business needs, we will likely not be a good fit. If this is the case, we are more than happy to provide referrals to more budget friendly services.

Value Packaged Pricing

Packaged pricing models with annual spending commitment & detailed engagement billing. This is our preferred engagement with a strong focus on long-term partnerships with our clients.


Project Based Pricing

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Subscription Based Pricing

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Hourly Pricing

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Personal Financial Specialist (PFS)
Member of AICPA
Illinois CPA Society

Contact

​Fred W. Lundin, CPA PFS
​500 S Clinton Street
Chicago, IL 60607USA
​fred.lundin@cpa.com


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