Chicago Bookkeeping for Service-Based Businesses

CALL US or EMAIL US:
708-548-3732
t.dwumaah@tadbookkeeping.com

T.A.D Bookkeeping provides remote bookkeeping for service businesses in Chicago, across Illinois and nationwide. We support monthly bookkeeping and cleanup using QuickBooks and Excel, with work scoped to your records and reporting needs. Our clients include home care agencies, skilled trades and insurance firms. We help organize your financial information and coordinate with your outside tax preparer, with frequent communication when needed.

What We Do

#1

Monthly Bookkeeping

Keep your financial records organized as your business grows. Your agreed monthly service may include recording and categorizing transactions, reconciling bank and credit-card accounts, and preparing a profit-and-loss statement and balance sheet. Cash-flow reporting and other work can be included where agreed. We use QuickBooks and Excel and stay in touch about the records and questions that need your attention.

#2

Tax-Ready Records

Tax season is easier to manage when your records are organized. We help bring your books up to date, prepare the agreed financial reports and coordinate with your outside tax preparer on bookkeeping questions and supporting records. Your tax preparer handles tax-return preparation and filing. The bookkeeping work and reports are scoped to your business’s needs.

#3

Cleanup & Catch-Up

Behind on your books or unsure whether the numbers are right? Cleanup and catch-up work can address missing transactions, inconsistent categories, duplicate entries and unreconciled accounts. Your engagement may include corrections and financial reports for the agreed periods, plus a summary of outstanding questions for you or your outside tax preparer. The scope and timing depend on the records and work involved.

Service Area

Based in Chicago, T.A.D Bookkeeping serves businesses remotely throughout Chicagoland, Illinois and the United States. Meet and share records without visiting an office.

Industries we Serve

Bookkeeping built around your industry

Home care agencies — bookkeeping and reporting support for the income, expenses and records involved in running a care business.

Skilled trades — electricians, plumbers, HVAC businesses, roofers and general contractors that need organized transactions and clearer financial reports.

Insurance firms & independent agents — bookkeeping support for commission income, business expenses and agreed financial reporting.

Testimonials

What I appreciated most was how on point and fast they were. The weekly reports kept me in the loop on what the business was doing every week, which I'd never had before. And they actually know the law around my industry, that alone saved me a ton of headaches

Advanced Nursing Care

Jason (President)

I brought T.A.D in for what I thought was a one-year cleanup. Turns out my books were so inaccurate they had to go back three years to get everything right. They handled it without complaint and now I finally have a clear picture of my business and my real tax liability. Worth every penny

Together Making a Better Community (TMBC)

Lisa (President)

Why Choose Us

Clear Records. Close Communication.

Direct Communication

Stay in touch about your books, with frequent communication when needed and clear discussion of outstanding questions.

Practical Tools

Work in QuickBooks or Excel and share financial records through a secure document-sharing tool.

Scope That Fits Your Business

Agree the accounts, periods and reports your engagement will cover, based on the work your business needs.