6160 N Cicero Ave, Suite 305 · Chicago, IL 60646 director@dataxfingroup.com
(312) 900-4974 · Call or WhatsApp
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Accounting & Bookkeeping

Clean books. Clear decisions.

Monthly bookkeeping and accounting support that keeps your records accurate, your taxes ready and your business under control.

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Why it matters

Good books are the foundation of a healthy business.

Up-to-date books show you whether your business is actually making money, help you avoid missed deductions and make tax season faster and less expensive.

They are also the first thing a bank or landlord asks for when you apply for a loan or a lease.

What's included

Everything your books need.

Transaction categorizationEvery deposit and expense recorded in the right account.
Bank & credit card reconciliationYour books match your statements, every month.
Receivables & payablesTrack who owes you and what you owe.
Monthly reportsProfit & loss and balance sheet you can actually read.
Catch-up & clean-upMonths or years behind? We bring your books current.
Year-end closeOrganized books, ready for your tax return.
Process

How it works.

  1. AssessmentWe review your current records, software and needs.
  2. SetupWe organize your chart of accounts and connect your bank and card accounts.
  3. Monthly closeWe record, categorize and reconcile your transactions.
  4. ReviewYou receive your reports and we go over the key numbers together.
Checklist

What we need to get started.

Accounts

  • Bank and credit card statements
  • Access to your accounting software, if you use one
  • Loan and line-of-credit statements

Activity

  • Sales records and invoices
  • Receipts and bills
  • Payroll reports
  • Last year's business tax return
FAQ

Frequently asked questions.

I'm months behind on my books. Can you help?

Yes. Catch-up bookkeeping is one of the most common things we do. We'll bring your records current, then keep them that way.

Do I need accounting software?

It helps. If you don't have one, we'll recommend and set up a system that fits your business.

Can you also handle my payroll and taxes?

Yes. Keeping bookkeeping, payroll and tax preparation in one place saves time and avoids errors.

This page provides general information and is not legal or tax advice for your specific situation. Requirements can change; we confirm current IRS and Illinois rules during your consultation.

Next step

Know your numbers, every month.

Tell us about your business and we'll recommend the right bookkeeping plan.

Schedule a Consultation Message us on WhatsApp
(312) 900-4929(312) 900-4974
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Boceto / Mockup — IRS credentials (e-file, CAA, AFSP) to be confirmed.