What we offer

Small Business Bookkeeping
& Advisory Services
in Chicago

Three focused services built around what small business owners in Chicago and South Florida actually need: clean books, accurate financials, and the clarity to make good decisions.

Bookkeeping Cleanup

Bookkeeping Cleanup for Messy or Behind Books

We go in, reconcile everything, correct what's wrong, and hand you back financials you can actually trust. Scoped to your situation.

  • Full reconciliation of all accounts
  • Corrected categories and removed duplicates
  • Accurate financials for every period cleaned
  • Written summary of every change made

Best for

Businesses behind on books, post-Bench migration clients, or pre-tax cleanup

Fractional CFO Advisory

Fractional CFO Advisory for Growing Small Businesses

Monthly strategy sessions, a custom financial dashboard, and a partner who helps you connect your numbers to real decisions.

  • Custom financial dashboard built around your goals
  • Monthly one-on-one advisory session
  • Cash flow planning and profit margin analysis
  • Hiring and owner pay guidance

Best for

Business owners past the survival stage who want to grow with intention

Virtual Bookkeeper

Monthly Bookkeeping for Small Businesses

Your books reconciled, your financials delivered, and a plain-language summary every single month. Starting at $400/month.

  • Bank and credit card reconciliation
  • Monthly P&L, balance sheet, and cash flow report
  • Plain-language summary of what changed
  • Year-round access to your bookkeeper

Best for

Owner-run service businesses with consistent monthly transaction volume

Who we work with

Built for service-based small businesses

We work primarily with consultants, agencies, coaches, contractors, and other owner-run service businesses in the Greater Chicago Area and South Florida. If you are bringing in revenue but feel disconnected from your numbers, you are exactly who we built this for.

Every client starts with a free discovery call. We ask straightforward questions about your business, tell you honestly which service fits your situation, and give you a clear next step before anything starts.

Consultants and independent professionals
Marketing and creative agencies
Coaches and service providers
Contractors and trades businesses
Post-Bench or mid-transition businesses needing a clean start
Businesses 6 months or more behind on their books

Not sure which service is right?

Book a free 30-minute call. We will ask a few questions and tell you exactly what we would recommend for your situation, no pressure, no pitch.