A year of statements in March
Twelve months of transactions get sorted in a rush, deductions slip through and the return waits on the books.
QUICKBOOKS CPA · BOOKKEEPING · CHICAGO AND NATIONWIDE
QuickBooks by a CPA.Closed every month.
More than 100 businesses keep their QuickBooks Online with our office. We keep your books current, reconcile every account and close each month on schedule, with a CPA reviewing the work. Your numbers are ready for your lender, your partners and your tax return.
100+ businesseson QuickBooks with us
From $250per month
CPA reviewedevery month
Sound familiar?
Most owners see their books once a year.That is usually too late.
A lender asks for financials
A loan, a lease or a new partner needs a current profit and loss and balance sheet, and you need them this week.
Profitable, or just busy?
Money comes in and goes out, but it is hard to say which jobs, products or months actually make you money.
What’s included
Handled monthly.
The same office prepares your returns, payroll and sales tax, so the work is built for the filings that come after it.
Monthly close and reconciliations
Bank and card reconciliations, recurring expense coding and a real month-end close.
Catch-up and cleanup
Behind? We bring the periods that matter for taxes and payroll current first, then the rest.
A chart of accounts for your industry
Built for how your business earns and spends, and mapped to the lines of your tax return.
Reports you can share
A monthly profit and loss and balance sheet, ready for lenders, partners and investors.
Ready for tax, payroll and sales tax
Your books flow straight into the returns our office prepares, with nothing to re-key.
Your books stay yours
Approvals, source documents and signing authority stay with you, the owner.
Built for your industry
Generic books miss things.Yours will not.
Our office built charts of accounts for 26 industries and every entity type. Each account is mapped to the line it lands on in your tax return, so year-end is a review, not a rebuild.
Pricing
Priced up front.Known before you start.
Catch-up months are billed at $50 less than your monthly rate. Accounting packages with your business return start at $350 a month.
Want the full picture?
Combine services and see a monthly and first-year total.
Intuit ProAdvisor, Elite tierYour books are kept in QuickBooks Online by independent Intuit professionals and reviewed by a CPA.
How it works
From first call to done.
- Step 1A short callWe learn how your business runs and how many transactions you have.
- Step 2SetupQuickBooks Online set up or cleaned up, bank feeds connected, your industry’s chart of accounts in place.
- Step 3Catch upPast months brought current, starting with what taxes and payroll need.
- Step 4Close every monthReconciled, reviewed and closed by the end of the following month, with a note on anything that needs you.
The Ozfield difference
Books feed everything.
Most people use one company for taxes, another for books and a third for insurance. With Ozfield, one team sees it all, so nothing gets lost between offices.
Great service! I have been using the accounting service for the last 7 years, I highly recommend it.
FAQs
Good questions.
Something else on your mind? Call 773-536-9272 and our office will walk you through it.
Do I need QuickBooks Online?
We work in QuickBooks Online and set it up for you. If you keep books in desktop software or spreadsheets today, we move you over.
I am months behind. Can you catch me up?
Yes. We start with the periods your taxes and payroll depend on, then bring everything current. Catch-up months are billed at $50 less than your monthly rate.
When is each month closed?
By the end of the following month. September is reconciled, reviewed by a CPA and closed by October 31, as long as your statements and answers to our questions are in.
What do I send each month?
With bank feeds connected, very little. We send a short list of anything we cannot identify, and you tell us what it was.
Who owns the books?
You do. Approvals, source documents and signing authority stay with the business owner.
Do you work with businesses outside Illinois?
Yes. Our office keeps books for businesses across the United States and for foreign-owned U.S. companies.
Why use a CPA for QuickBooks?
Your books become your tax return. Our CPA reviews every month, sets up a chart of accounts for your industry and maps it to the return we prepare, so year-end has no surprises.
Close next month with clean books.
One short call is enough to price your books and plan the setup.