Outlook Tax & Advisory Announces Rebrand and Launch of FP&A Service Line to Strengthen Strategic Finance Capabilities

Chicago, IL - December 11, 2025 - Outlook Tax & Advisory, formerly Outlook Accounting & Taxes, today announced a firmwide rebrand and the expansion of its services to include a dedicated Financial Planning & Analysis (FP&A) practice. The move reflects the company's broader strategy to deliver integrated tax, accounting, and forward-looking financial insight to middle-market businesses and investors.

The new FP&A offering provides budgeting, forecasting, cash-flow modeling, and performance analytics for organizations seeking greater clarity and discipline in their decision-making. The service line will support privately held companies, PE-backed firms, and professional services organizations that require strategic finance capabilities without building or scaling large internal teams.

"Businesses want more than accurate filings, they want visibility into the road ahead," said Goran Gmitrović, Managing Partner at Outlook Tax & Advisory. "Our expanded advisory model integrates tax, accounting, and FP&A into a unified system that helps leadership understand the full impact of each decision before it's made."

The rebrand positions Outlook Tax & Advisory as a modern finance partner focused on three delivered outcomes:
• Clarity: Transforming historical financial data into rolling forecasts and actionable insights.
• Confidence: Aligning FP&A with tax strategy to support sound decisions on hiring, investments, pricing, and distributions.
• Continuity: Building sustainable planning rhythms and financial institutional memory for growing organizations.

"Our clients expect their finance function to operate with speed, structure, and strategic value," said Joseph Chivini, Director of Sales. "The addition of FP&A strengthens our ability to support owners, operators, and investors who need tighter models, faster cycles, and fewer surprises."

The firm's revamped website, www.OutlookTax.com, details its comprehensive services, which now include:
• Tax compliance and planning
• Accounting and bookkeeping
• FP&A and strategic finance
• Payroll and people-related compliance
• Technology-enabled process improvement and advisory

Outlook Tax & Advisory will continue serving clients across industries while expanding into new markets where integrated tax and forecasting capabilities support growth, improved cash visibility, and operational resilience.

Outlook Tax & Advisory
420 Wabash Ave
Chicago IL 60611
Joseph Chivini - joe@outlooktax.com - 847-226-1252

About Outlook Tax & Advisory

Outlook Tax & Advisory is a Chicago-based firm providing integrated tax, accounting, FP&A, payroll, and financial operations support to middle-market companies, private investors, and professional services organizations. The firm helps leadership teams improve decision speed, gain financial clarity, and build enduring finance infrastructure.

For media inquiries, contact info@outlooktax.com.

This release was published on openPR.