Local Small Business Accounting Services in Schaumburg, IL

Business Consultation

  • Initial business consultation. This will cover how to establish your business, what steps to take, and accounting start-up.
  • QuickBooks initiation. This will include setting up your new QuickBooks file on either desktop or online version, and create a chart of your account.
  • Establish an entity with the State of Illinois and obtaining your business EIN.


A consultation is required before any of the below services can be provided. A service fee for the 1-hour consultation is $150 paid at booking.



Simply click on the calendar button below to get started.

Consultation Calendar

QuickBooks Cleanup

  • Reclassifying transactions
  • Resolving error messages
  • Correcting unapplied customer and vendor payments
  • Cleaning out undeposited funds account
  • Correcting payroll liability balances
  • Writing off old invoices/Reorganizing Income Statement
  • Cleaning up Balance Sheet

Monthly Bookkeeping Packages

Tier I Package – This package is perfect for start-up or smaller businesses. It gives you peace of mind that your transactions are being properly categorized and kept current.


Our Tier I Package includes up to 100 transactions.


  • Monthly posting of all transactions
  • Reconciliation of bank account
  • Reconciliation of credit card account
  • Payroll reconciliation
  • Semi-annually review by an Accountant, Tax & Financial Advisor
  • Two financial reports
  • Income Statement
  • Balance Sheet
  • Status Report - includes recommendations and reports troubled areas


Tier II Package – This package is a great fit if you are looking for more detail to the bottom line of your small business. It also allows for better tax planning.


Our Tier II Package includes up to 150 transactions.


  • All services from the Basic Package 
  • 2 additional customized reports, specific to your industry
  • Quarterly review by an Accountant, Tax & Financial Advisor
  • 1 hour of email/phone support per month


Tier III Package – This package offers very detailed reporting of income and expenses to your business. Classifications such as items and classes are used to provide detailed financial reports. 


Our Tier III Package includes up to 200 transactions.


  • All services from the Basic Package 
  • 5 additional customized reports, specific to your industry
  • Monthly review by an Accountant, Tax & Financial Advisor
  • 2 hours of email/phone support per month
  • Tax planning

Inventory Accounting

  • Enhanced Inventory Receiving (EIR)
  • Purchase Orders
  • Inventory Tracking
  • Inventory Reconciliation
  • Year End Inventory
  • Cost of Goods Sold (COGS) and Inventory Valuation
  • E-Commerce and Shopify Accounts

Tax Planning 

  • Reducing the amount of taxable income
  • Lowering your tax rate
  • Controlling the time when the tax must be paid
  • Claiming any available tax credits
  • Controlling the effects of the Alternative Minimum Tax
  • Avoiding the most common tax planning mistakes

To learn more about any of our Accounting Packages, call 866-922-6657 today.

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