How often will my books be updated?

We offer monthly, quarterly, and annual bookkeeping plans. Monthly is best for active businesses with regular transactions, quarterly works well for businesses with fewer transactions, and annual is ideal for simple businesses or sole proprietors.

What is included in your bookkeeping services?

Our bookkeeping services include monthly bank and credit card reconciliation, transaction categorization, financial statements (Profit & Loss and Balance Sheet), accounts payable and receivable tracking, sales tax tracking, and year-end tax readiness.

Can you clean up my existing books?

Yes. During onboarding, we review your current books, clean up any backlog, and set up your chart of accounts properly. If you are starting from scratch, we will build everything from the ground up.

What industries do you serve?

We work with business owners across construction and trades, restaurants and food service, professional services, retail and e-commerce, healthcare and wellness, and real estate in the Chicago metropolitan area.

What is the Love-Us Guarantee?

No questions asked — if within 90 days you don't love our bookkeeping services, we will issue a full refund. We want you to feel confident that you are getting the support your business needs.

Caputa & Associates professional accounting services

Bookkeeping Services for Small Businesses

You run your business. We'll do your bookkeeping.

Full-Service Bookkeeping Solutions

You run your business. We'll do your bookkeeping.

Love-Us Guarantee. No questions asked! If within 90 days, you don't love us, we'll issue a full refund for any bookkeeping and payroll services!

Done for you.: Bookkeeping is done for you so you can focus on growing and running your business.
For all budgets.: Choose from monthly, quarterly, or annual bookkeeping based on your budget and needs.
Love-Us Guarantee.: No questions asked! If within 90 days, you don't love us, we'll issue a full refund for any bookkeeping and payroll services!

Small business bookkeeping and accounting services

Comprehensive

What's Included in Our Bookkeeping Services

We handle every aspect of your financial record-keeping so your books are always accurate, up to date, and ready for tax season.

Monthly Bank & Credit Card Reconciliation: We reconcile every bank account and credit card each month to catch errors, identify missing transactions, and ensure your records match your financial institutions.
Transaction Categorization: Every transaction is properly categorized using your chart of accounts so your financial reports accurately reflect how your business earns and spends money.
Financial Statements: Receive clear, accurate financial statements including your Profit & Loss statement and Balance Sheet — the reports your CPA, lender, or partner needs to see.
Accounts Payable & Receivable: We track what you owe and what's owed to you. Stay on top of vendor payments and customer invoices so nothing slips through the cracks.
Sales Tax Tracking: If your business collects sales tax, we track it accurately so you can file on time and avoid penalties from the Illinois Department of Revenue.
Year-End Tax Readiness: Clean, organized books make tax season painless. When it's time to file your business tax return, your records are already in order.

Simple & Transparent

Our Bookkeeping Process

Getting started is easy. We handle the heavy lifting so you can get back to running your business.

1 Onboarding & Cleanup: We review your current books, connect to your accounting software, clean up any backlog, and set up your chart of accounts. If you're starting from scratch, we'll build everything from the ground up.
2 Monthly Bookkeeping: Each month, we categorize transactions, reconcile accounts, and ensure everything is accurate. You'll always know where your business stands financially without lifting a finger.
3 Reporting & Review: You receive your financial statements and we're available to walk you through the numbers. Need to share reports with a lender or partner? They're always ready to go.

Software Expertise

We Work With the Tools You Use

Our team is experienced with QuickBooks Online and Xero — the two most popular cloud accounting platforms for small businesses. Whether you already have a system in place or need help choosing the right one, we'll make sure your books are set up for success. We can also work with other platforms depending on your needs.

Designed For

Who Our Bookkeeping Is For

Our bookkeeping services are built for small business owners who would rather focus on what they do best. Whether you're an independent contractor, a single-member LLC, an S-Corp, or a growing partnership, we tailor our approach to fit your business structure and goals. If you're just getting started, our new business advisory services can help you choose the right entity type before we set up your books.

Industry Experience

Industries We Serve

We work with business owners across a range of industries in the Chicago metropolitan area. While bookkeeping fundamentals are universal, every industry has unique reporting needs — and we understand them.

Construction & Trades.: Job costing, subcontractor tracking, and lien waiver management.
Restaurants & Food Service.: Tip reporting, food cost tracking, and sales tax compliance.
Professional Services.: Consultants, attorneys, and agencies with project-based billing and retainer tracking.
Retail & E-Commerce.: Inventory management, multi-jurisdiction sales tax, and payment processor reconciliation.
Healthcare & Wellness.: Insurance reimbursement tracking, patient billing reconciliation, and regulatory compliance support.
Real Estate.: Property-level income and expense tracking, depreciation schedules, and tenant payment management.

Flexible Options

Bookkeeping Plans for Every Budget

Not every business needs the same level of bookkeeping. Choose the frequency that fits your budget and the pace of your business.

M Monthly: Best for active businesses with regular transactions. Your books are reconciled and reviewed every month, giving you real-time visibility into your finances and cash flow.
Q Quarterly: A good fit for businesses with fewer transactions. We reconcile and report every three months, keeping costs down while maintaining accurate records for tax planning and compliance.
A Annual: Ideal for simple businesses or sole proprietors with minimal transactions. We organize and reconcile your full year of records before tax season, ensuring your tax return is filed with clean, complete data.

FAQ

Bookkeeping FAQs

Common questions about our bookkeeping services for small businesses.

: Our team is experienced with QuickBooks Online and Xero — the two most popular cloud accounting platforms for small businesses. We can also work with other platforms depending on your needs.
: We offer monthly, quarterly, and annual bookkeeping plans. Monthly is best for active businesses with regular transactions, quarterly works well for businesses with fewer transactions, and annual is ideal for simple businesses or sole proprietors.
: Our bookkeeping services include monthly bank and credit card reconciliation, transaction categorization, financial statements (Profit & Loss and Balance Sheet), accounts payable and receivable tracking, sales tax tracking, and year-end tax readiness.
: Yes. During onboarding, we review your current books, clean up any backlog, and set up your chart of accounts properly. If you are starting from scratch, we will build everything from the ground up.
: We work with business owners across construction and trades, restaurants and food service, professional services, retail and e-commerce, healthcare and wellness, and real estate in the Chicago metropolitan area.
: No questions asked — if within 90 days you don't love our bookkeeping services, we will issue a full refund. We want you to feel confident that you are getting the support your business needs.

Related Services

Explore other ways we can help your business.

Ready for Books You Can Actually Trust?

Clean, accurate books aren't just good for tax time — they give you the clarity to make better business decisions all year long.