Bookkeeping
& Tax Services
Hi! My name is Katie
I started Daybooks Consulting with a mission
With over 15 years experience as a QuickBooks ProAdvisor and Public Tax Accountant, I specialize in helping small businesses flourish. I founded Daybooks Consulting to provide local entrepreneurs with premium yet affordable financial guidance as traditional firm costs rise.
My purpose is to bridge the industry gap by offering expert fiscal management for business owners while collaborating with accounting firms to streamline their day-to-day operations.
This unique model allows firms to focus on high-level tax strategy and enables me to connect my clients with trusted local CPAs for specialized tax needs.
To empower local businesses through skilled financial oversight with affordable pricing, while acting as a vital resource for firms aiming to refine professional systems and grow with tailored client support.
Built For Your Needs
Services Offered
Monthly Bookkeeping
Precise QuickBooks management, thorough bank balancing, and core ledger reporting
Payroll Processing
Handle employee payments, manage tax compliance, and file periodic returns
Sales Tax Processing
Reliable tax preparation and submission services
Year-End Preparation
Prepare QuickBooks for year-end income tax filing and gather the backup your tax preparer needs.
Client Testimonials
We have had the pleasure of working with Katie for over 10 years. She is honest, trustworthy, patient, and very organized. Her responses are clear and easy to understand. Katie played a key role in helping us implement and maintain our QuickBooks Online (QBO) system, and her expertise has been invaluable over the years. We consider her a trusted extension of our team and highly recommend her services.
- Claudio A.
Business Owner
I could give you lots of accolades about Katie, but who is going to read through all of those and even believe them. My best recommendation for Katie is that she has been my accountant for years and I have left CPA firms so that she would remain my personal and company accountant. She professionally get the books right in a timely fashion. She is the best and you will not be disappointed by her work ethic.
- Bob C.
Business Owner
I have had the privilege of working with Katie for more than 16 years. She began with our firm as a part-time office assistant and, through hard work, dedication, and a genuine desire to learn, advanced into bookkeeping and ultimately became a trusted staff accountant responsible for a significant portfolio of clients.
Katie is knowledgeable, dependable, thorough, and truly cares about the people and businesses she serves. Today, we continue to rely on Katie and Daybooks Consulting as an outside bookkeeping service for our accounting firm—which may be the strongest recommendation I can give.
I have watched Katie grow both personally and professionally, and I could not be prouder of the business she has created. I recommend Katie and Daybooks Consulting without hesitation.
- Stuart P. Lerman, CPA
Thank You!
Contact Details
Servicing the Chicagoland Area
Office Hours
Monday - Friday 8am to 4pm
Inbox
katie@daybooksconsulting.com