From Basic Accounting to a Proactive Approach
After working in various accounting firms, Jeff Mowery and Keith Schoenfeld had an epiphany: A CPA firm can — and should — go beyond providing traditional auditing and compliance services to helping its clients increase profitability and wealth. So in 1996, they established Mowery & Schoenfeld, LLC, a CPA firm that takes an entrepreneurial, strategic approach to helping clients grow their businesses and achieve financial security. Over the years, the firm has helped some very successful companies to achieve their goals.
Currently, Mowery & Schoenfeld is a large, local Chicagoland CPA firm with over 60 employees and 10 partners. We developed industry service groups to focus on the unique needs of clients in various sectors: Manufacturing, Wholesale and Distribution; Construction and Real Estate; Business Tax; Private Client; and Outsourced CFO. Our tax department comprises dedicated professionals who provide complex and specialized tax services to our clients seeking to minimize their tax liability.
Our founders bring a unique perspective to the field of accounting. We have a passion for working with entrepreneurs and business owners. By proactively addressing finance- and accounting-related issues as they arise, we help our clients make the best business decisions possible — decisions that help them meet their overall business goals.
In establishing Mowery & Schoenfeld, we saw an opportunity for creative, client-oriented individuals to focus on working with clients to increase profitability and wealth. Rather than concentrating on the historical measurement and compliance work traditionally performed by CPA firms, we wanted to emphasize business development and improvement.
We feel that our entrepreneurial approach creates substantial value for our clients and provides a higher degree of personal satisfaction for our team. We know that we have made a meaningful contribution to the success of many of our clients and we will continue to do so in the future.
Mowery & Schoenfeld has a history of mergers, with four transactions in five years. After each transaction, we successfully developed and enhanced the relationship between our firm and the clients of our merged firms. Our merger activity permitted us to increase our capacity and service offerings to meet the expanding needs of all of our clients.
Jeffery Mowery and Keith Schoenfeld established Mowery & Schoenfeld, LLC.
Mowery & Schoenfeld successfully acquired Katch Tyson & Company.
Mowery & Schoenfeld acquired Baerson, Witonski, Berkowitz and Rubin, making the new company one of the area’s largest firms focused on serving the business and financial advisory needs of mid-sized businesses.
The merger of Mowery & Schoenfeld with the CPA firm of Wolowicki and Associates was completed.
Mowery & Schoenfeld acquired the practice of Helen M. Wydra, CPA.
Mowery & Schoenfeld acquired the practice of Gary Hart & Associates, CPA.
A Great Place to Work
We are the proud recipients of several awards and industry recognition:
- Best Accounting Firms to Work For in each of the last seven years from Accounting Today
- Best Place to Work for Millennials in 2015 by The Center for Generational Kinetics
- Fastest-Growing Firms by Inside Public Accounting for 2014 and 2017
- Best of the Best Firms by Inside Public Accounting for 2017
Helping Charities Help Children
At Mowery & Schoenfeld, we believe in serving in and engaging with the communities in which we do business. This is part of who we are as individuals and as a company. Through M&S Cares, we participate in charitable events and activities that benefit children in the Lake County, IL area:
Arden Shore Child & Family Services
Helping children and families grow in a structured, safe and nurturing environment
Bernie’s Book Bank
Collecting, processing and distributing new and gently used children’s books to significantly increase book ownership among at-risk infants, toddlers and school-age children throughout Chicagoland
Feed My Starving Children
Feeding God’s Starving Children Hungry in Body and Spirit
The Stevenson Foundation
Connecting Community and School
Twice as Nice Mother & Child
Charitable 5K to support Twice As Nice Mother and Child
The Sports Shed
Placing quality sports gear into the hands of kids in the Chicago area who need a chance at experiencing the life-long benefits