Accounting Services
Your Books Should Tell You Where You're Going — Not Just Where You've Been
We handle your monthly accounting so you always know where you stand. Clean books, accurate financials, no tax surprises — and if you want a real advisory relationship built in, we have a tier for that too.
Sound familiar?
Most small business owners come to us because...
Tax season is always a fire drill
You scramble every spring because no one's been watching the numbers all year.
You don't really know your numbers
You have reports, but they don't tell you what to do — or what's coming.
Your accountant is hard to reach
You only hear from them at filing time. Questions go unanswered for days.
You're guessing at cash flow
You check the bank balance and hope for the best. There's no real visibility.
What we do every month
Your Complete Accounting Foundation
Every client gets this — it's not a tier thing, it's the baseline. Because if your books aren't right, nothing else is.
Bank & Card Reconciliation
Every account, every month — matched and verified.
General Ledger
Clean, accurate, IRS-ready records maintained monthly.
Profit & Loss Statement
Know exactly how your business performed each month.
Balance Sheet
A clear snapshot of assets, liabilities, and equity.
Adjusting Journal Entries
Proper accrual adjustments so your financials are accurate.
Unlimited Questions
Call or email anytime. No meter running.
Choose your level
Three Tiers. One Firm. All In.
Every tier includes full monthly bookkeeping and business tax. Where they differ is how deep the relationship and reporting goes.
- ✓ Monthly bookkeeping & reconciliation
- ✓ Balance sheet & P&L monthly
- ✓ Federal & state business income tax
- ✓ Sales tax (IL and/or WI)
- ✓ Annual 1099s (up to 10)
- ✓ Optional: Audit Protection Plan
- ✓ Everything in Core
- ✓ Live in your QBO file
- ✓ Monthly financial review call
- ✓ Mid & year-end tax planning
- ✓ Retirement & savings plan advice
- ✓ Owner comp & entity review
- ✓ Everything in Core+
- ✓ 90-day cash flow forecast
- ✓ Budget vs. actual reporting
- ✓ Custom KPI dashboard
- ✓ Annual business performance review
- ✓ Audit Protection Plan included
Not sure which fits? Take the 2-minute quiz →
Who we serve
We're a Great Fit If...
We work best with established small businesses in Illinois and Wisconsin that are ready to get serious about their numbers.
Business Profile
- ✓ Revenue between $500K and $15M
- ✓ Based in Illinois or Wisconsin
- ✓ Ready to move to (or already on) QuickBooks Online
- ✓ Want one firm handling accounting, tax, and payroll
- ✓ Value responsiveness and proactive communication
Industries We Know Well
- ✓ Contractors & skilled trades
- ✓ Medical & dental practices
- ✓ Restaurants & hospitality
- ✓ Insurance agencies
- ✓ Family-owned businesses
- ✓ Professional service firms
How it works
Three Steps to Accounting Freedom
Tell Us About Your Business
Schedule a free consultation or take our self-assessment quiz. We'll understand your situation and recommend the right tier.
We Get to Work
We onboard you, clean up your books, and set up your monthly workflow. You'll know exactly what to expect and when.
Run Your Business with Clarity
Monthly reports, a responsive team, and an advisor who knows your business. No more guessing. No more scrambling.
Ready to Stop Guessing at Your Numbers?
Illinois and Wisconsin small businesses trust Accounting Freedom to handle the back office — so they can focus on what they actually built their business to do.
Illinois: 847-949-8373 | Wisconsin: 262-375-2440