It All Started Here

"New Vision was founded on and uses integrity, professional service, client relationships, family values, and creating value as the pillars on which it was built and sustained over the years.

In the future, incorporating the above principles into a three sided business model will guarantee a successful professional firm. The three sides of the triangle are composed of Planning (Strategic and Operational), Technology, and Execution in order to maximize the intrinsic value to our clients. 

Success will be measured by a number of financial and nonfinancial metrics. Revenues and referrals will be generated from traditional (accounting, tax, consulting, and client family members) and nontraditional sources (Internet client referrals, social media, etc.) An integral part of execution is internally created innovation. 

Using the tools available, analysis of the facts, making a decision, and figuring out a practical and cost effective way to implement a fresh and innovative solution to the problem will be the challenge in the future. In order to maintain a relevant relationship with our clients, our firm will function as a business partner focusing on the future and not in the past."

- James J. Matousek, CPA / MBA
Jody's Dad and Founding Partner


Meet Your Team

Jody L. Padar
CPA, MST, CEO and Principal 

Jody is the Chief Visionary of New Vision CPA Group. She’s constantly coming up with ideas on how to improve her firm processes and customer experience. She loves innovating with new technologies, challenging vendors to do it better, and speaking on the ways cloud is changing the accounting profession and the world. In addition, Jody enjoys creative business model planning, being part of her customers’ management team as the financial player, and talking strategically about their next move.
Jody's full bio can be found here >

Aleksandra Philbin
Principal

Aleksandra, or “Alex” for short, was Jody’s first hire and has been working with the firm before New Vision became New Vision. Alex manages engagements from start to finish and works closely with customers regarding setting up their business structure, developing budgets, monitoring their day-to-day transactions, and fielding tax questions. Her customers include design firms, chiropractic offices, photographers, and real estate developers. She is known as their go-to person when it comes to new technology as she manages and facilitates new software trainings and implementations. Aside from all those roles, Alex serves as the firm administrator and is charged with training new team members. Not one to stay at her desk, she loves that there is always something new and fresh going on in the firm – making each day different. In her spare time, you can find her with her husband, family, and friends tending to the flowers in her garden.

Maggie Beach
CPA, MBA, Consultant

Maggie manages all of our individual and trust tax returns for our small business customers. She works closely with customers to address any issues that come up during the year, including tax planning and wrangling notices from the Internal Revenue Service. She is our resident researcher; Maggie enjoys rolling up her sleeves to dig up solutions to complex tax-related challenges. She has been working remotely with New Vision since 2010. When she’s not working, she enjoys spending time with her husband and three kids, in addition to gardening, photography, golfing, and skiing. Maggie is a Certified Public Accountant in the state of Illinois.

Susan Ellison
CPA, Consultant

It’s a big jump from advertising, but Susan brought her love for people to a career more conducive to raising a family – accounting! At New Vision, Susan handles tax returns of all types – 1040s, 1120s, 1041s for trusts, 1065s for partnerships, and 990s for not-for-profit entities. Not only does she prepare and review returns and do the accounting side work for our business customers, she also provides consulting on cash flow and compliance, and provides guidance on tax law.  She enjoys working with our customers on tax savings strategies. Susan’s goal –whether she’s working with an individual or a business – is to take care of her customer’s burdens and make the tax compliance process as seamless as possible. When she’s not working, you can find Susan spending time with her husband, son, and walking her beloved dog. Susan is a Certified Public Accountant in the state of Illinois. 

Kelly McInerney
Consultant

Most likely, when you first come through New Vision’s doors or call us on the phone, you’ll encounter Kelly McInerney. Kelly does it all; she handles all customer information that comes to us, manages reception and makes appointments, and keeps our office communications organized and efficient. Kelly worked at KPMG for four years and now calls New Vision her “second home.” For her, the administrative role is a place to grow and learn. When she’s not at work, she’s keeping up with her young son and always on the lookout for her next nap.