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The Genesis of Tereo Group: The Non-Profit Pros
Chris and Sharon started Tereo Group for nonprofits with your mission in mind. It really was that simple, and it will always stay that simple. If it doesn’t benefit our clients, we won’t pursue it.
April 2021
Chris and Sharon outline key values crucial to nonprofit leaders: Trusted Partnership, Technical Excellence, Leading Technology, and Mission-First. This vision leads to the founding of Tereo Group.
June 2021
Tereo Group secures its first client, marking the beginning of its journey in serving the nonprofit sector.
August 2021
The team expands with the hiring of the first staff member, laying the groundwork for future growth.
December 2022
Tereo Group reaches a milestone with 5 clients and a growing team of 5 staff members.
July 2023
The company achieves $1 million in annual revenue and has expanded to 10 staff members, serving clients across multiple states, with continued growth on the horizon.
April 2024
The firm partners with Trellus, a social-service agency in Chicago, to launch the Accounting Apprentice Program through the Illinois Youth Investment Program grant.
Firm values
Excellence in Service
Speak Truth
At Tereo Group, we prioritize honesty and transparency in all our dealings. Our commitment to speaking truth ensures that our clients receive accurate, reliable advice and support.
Act Wisely
We approach each challenge with thoughtful consideration and strategic planning. Acting wisely means making decisions that are not only effective but also aligned with our clients’ missions and goals.
Live Missionally
Our actions are driven by a mission-focused mindset. We align our services and strategies with the broader goals of our clients, ensuring that our work contributes meaningfully to their causes.
Be Generous
We prioritize generosity from the top level, and you'll see it on a frequent basis flowing back to our clients. We strive to invest 30% of firm profit back to staff and clients.
Teamwork makes the Dream work.
Meet the team with decades of experience serving in the accounting, compliance, payroll and advisory space. From their Profession to their Profile, they are an asset to clients just like you.