A messy chart of accounts
Categories that do not match your return make every month-end and tax season harder.
CONSULTING · SCOPED PROJECTS
One clear question.One clear answer.
Bring us one accounting or tax problem. We agree on the question, the deliverable and the date, then deliver a clear answer at any point in the year.
$240per hour
Scopeddeliverable agreed up front
Nationwideby Zoom or phone
Sound familiar?
The same problem every month.No time to fix it yourself.
A workflow that keeps breaking
Sales tax, payroll or approvals that depend on memory instead of a written process.
A decision with tax stakes
A question that needs research on your facts and a written answer you can act on.
What’s included
Scoped and done.
The same office prepares your returns, payroll and sales tax, so the work is built for the filings that come after it.
Chart of accounts setup or cleanup
Built or rebuilt from our industry charts, mapped to the lines of your tax return.
Accounting system transitions
Moving to QuickBooks Online or between systems, with a plan for history and balances.
Sales tax and payroll workflows
A repeatable, written process for collecting, recording and filing.
Approval and reconciliation fixes
Cleaner approval steps and reconciliations your team can keep up.
Pricing and job costing reviews
A look at how you price work and whether your job costs support it.
Tax research on your facts
Written summaries for one-time decisions and multi-state questions.
Pricing
Priced up front.Known before you start.
Larger projects are scoped and quoted after a short call.
Want the full picture?
Combine services and see a monthly and first-year total.
How it works
From first call to done.
- Step 1Short callWe define the central question, the records needed and your decision date.
- Step 2Scope agreedWe confirm the timeline and exactly what arrives and when.
- Step 3We do the workResearch, cleanup or process mapping on your own records.
- Step 4Deliverable in handYou receive the process map, research summary or cleanup plan we agreed on.
The Ozfield difference
We fix it, then keep it.One office, start to finish.
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.
Very professional, knowledgeable, and prompt accounting solutions. Their expertise shines crystal clear within the minute you meet the team.
FAQs
Good questions.
Something else on your mind? Call 773-536-9272 and our office will walk you through it.
How is consulting billed?
Consulting is $240 per hour. Larger projects get a scope and quote after a short call, so you know exactly what arrives and when.
What kinds of projects fit consulting?
One-time decisions, recurring process problems and multi-state questions that need a written summary. Chart of accounts cleanup and system moves are typical examples.
Can we meet remotely?
Yes. We work with businesses nationwide by Zoom or phone from our Des Plaines office.
What will I receive at the end?
The deliverable we agreed on at the start, such as a process map, a research summary for your facts or a system cleanup plan.
Bring us one clear question.
Book a short call and we will scope the question, the records and the delivery date.