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Business accounting and payroll

Operating a business is time consuming. The accounting does not have to be one of the things you carry.

D&J takes on the accounting, reporting and payroll functions required to run an entity, and delivers results in a form an owner can act on — not a stack of reports that need translating.

Request an accounting reviewSee how engagements run
Scope

What the engagement covers

Scope is set in writing before work begins. Most business clients use some combination of the following.

  • QuickBooks setup, cleanup and ongoing support
  • General-ledger accounting and month-end close
  • Bookkeeping and bank reconciliations
  • Accounts payable and accounts receivable
  • Payroll processing or payroll coordination
  • Payroll-tax filings and deposits
  • Financial-statement preparation
  • Monthly or quarterly management reporting
  • Internal financial controls and separation of duties
  • Business tax-return preparation
  • Sales- and use-tax reporting where applicable
  • Year-end reporting and CPA-ready workpapers

A close that finishes on a schedule

  1. 01Source documents and bank activity arrive in ClientHub on a set cadence.
  2. 02Transactions are recorded and accounts reconciled against statements.
  3. 03Payroll filings and deposits are prepared on the statutory calendar.
  4. 04Statements are reviewed by a CPA before they reach you.
  5. 05Open questions and follow-ups are logged where both sides can see them.

Why the accounting matters later

When an examination arrives, the quality of the books determines how quickly a position can be documented. Clients whose accounting D&J already maintains start any tax matter from reconciled records rather than a reconstruction.
Who this fits

Established businesses that have outgrown do-it-yourself records

The books are behind

Prior periods were never reconciled, or the file has been rebuilt more than once. Cleanup comes first, then a repeatable monthly close.

Payroll has become complex

Owner compensation, subcontractors, multiple pay rates or job costing now affect the filings — and the exposure if they are wrong.

Decisions need real numbers

A lender, a partner or an equipment purchase is waiting on statements that reflect the business as it actually operates.

Next step

Start with a short intake

Tell us about the entity, the industry, how records are kept today and what is not working. We will confirm scope, cadence and fees in writing before anything begins.

No documents yet

Do not attach bank statements, payroll registers or returns to this form. Secure exchange happens in ClientHub once the engagement is defined.

Request a business accounting and payroll review

Tell us about the entity and how records are kept today. We will follow up to confirm scope and timing.

Sensitive documents are exchanged through ClientHub, not this form. Nothing submitted here creates an engagement until scope and fees are confirmed in writing.

Next step

Clean records make every other decision cheaper.

Work with Joaquin Gonzalez, CPA and D&J for business accounting, CFO guidance, tax planning, and experienced representation throughout Chicagoland.

Request an accounting reviewFractional CFO guidanceOr call (773) 237-7400