Illustrative financial planning scene with reports and a calculator

CHICAGO ACCOUNTING & TAX SERVICES

Clear books. Confident decisions.

Accounting support built around your next chapter.

Bookkeeping, payroll support, and business accounting—with a clear scope and personal attention.

Your business. Your priorities. A clearer financial picture.

THE NEXT CHAPTERBuild with
confidence.
5 yearsAccounting experience
Tailored supportIndividuals & businesses
Clear scopeServices and fees agreed upfront
Client workspaceRequests, tasks & updates

LET’S TALK ABOUT YOUR BUSINESS

Clearer books start
with a conversation.

Tell us what you need help with. We’ll review your inquiry and discuss a service scope that fits your business.

Monthly accounting or a separately scoped project

Personalized fees agreed before work begins

Support for individuals and businesses

142 West 62nd Street
Chicago, Illinois

Please share only a brief overview here. Do not submit tax documents, bank details, or Social Security numbers.

LET’S UNDERSTAND YOUR NEEDS

Tell us how we can help

Please don’t include Social Security numbers, tax documents, or bank details. Read our privacy notice.

Submitting an inquiry does not create a service engagement.

MONTHLY ACCOUNTING PACKAGES

The right support.
A clearly defined scope.

Start with the essentials. Add financial visibility and ongoing support as your business needs change.

LEVEL 01

Essential Bookkeeping

From $299/month

A consistent monthly foundation for your business.

  • Monthly bookkeeping
  • Bank and credit-card reconciliation
  • Transaction categorization
  • Monthly Profit & Loss and Balance Sheet
  • Email support
View package
LEVEL 02

Business Accounting

From $499/month

More visibility into what comes in, what goes out, and what comes next.

  • Everything in Essential Bookkeeping
  • Accounts payable / receivable support
  • Monthly cash-flow reporting
  • 1099 tracking
  • Monthly financial review
  • Basic QuickBooks support
View package
LEVEL 03

Accounting + Payroll

From $699/month

Connect your bookkeeping and payroll routines.

  • Everything in Business Accounting
  • Payroll support for an agreed employee count
  • Payroll reporting
  • Payroll-tax support
  • W-2 / 1099 year-end processing
  • Quarterly financial review
View package
LEVEL 04

Complete Business Finance

From $999–$1,500+/month

A broader view of performance, priorities, and the road ahead.

  • Bookkeeping, payroll, and AP / AR
  • Monthly close and financial statements
  • Budgeting and cash-flow forecasting
  • KPI reporting
  • Tax planning
  • Regular management meetings
View package

Starting prices depend on your accounts, transaction volume, employee count, and reporting needs. Payroll limits and responsibilities are defined in your quote. Cleanup, tax returns, setup, and special projects are quoted separately.

MAKE AN INFORMED CHOICE

Find your starting point.

Compare the scope, then request a quote for the package you want to discuss.

Package detailsEssential BookkeepingBusiness Accounting
Starting priceFrom $299/monthFrom $499/month
Who it helpsSmall businesses that need organized books and monthly financial statements.Growing businesses managing customer balances and supplier payments.
Included scope
  • Monthly bookkeeping
  • Bank and credit-card reconciliation
  • Transaction categorization
  • Monthly Profit & Loss and Balance Sheet
  • Email support
  • Everything in Essential Bookkeeping
  • Accounts payable / receivable support
  • Monthly cash-flow reporting
  • 1099 tracking
  • Monthly financial review
  • Basic QuickBooks support
Next stepRequest this packageRequest this package

Scope and employee limits are agreed before work begins. A package selection is an inquiry, not a purchase.

ACCOUNTING SERVICES

Ongoing support.
Focused project work.

Pair a monthly package with the additional services you need. Each project has a defined scope and quote.

WHY CHOOSE TJ

Experience behind the numbers.
Attention to your business.

5 yearsof accounting experience

A clear scope from the start

Understand the services, responsibilities, and fees before work begins.

Support that fits your business

Choose ongoing bookkeeping and accounting support or a separately scoped project.

A connected client experience

Keep track of requests, appointments, tasks, invoices, and team messages in your client portal.

Tell us what you need
Illustrative financial planning scene with reports and a calculatorOrganized records. Informed decisions.

THE TJ APPROACH

Your numbers deserve
personal attention.

Behind every set of books is someone building a business, supporting a family, or planning their next chapter.

Get to know our approach
01

Start with understanding

Your situation and priorities shape the conversation.

02

Make the scope clear

Agree on services, fees, and timing before work begins.

03

Keep the next step simple

Know what is needed and what happens next.

YOUR CLIENT WORKSPACE

One place to stay in the loop.

Open client portal

Your requests

Follow the status of the support you’ve requested.

Your appointments

Review requests, confirmations, and upcoming conversations.

Your next steps

See tasks, invoices, and messages from the team.

YOUR NEXT CHAPTER

Let’s get your numbers in order.

Request a consultation