Monthly Bookkeeping Services
in Rockford, IL

Professional monthly bookkeeping for Rockford small business owners who want clean books, accurate financials, and their time back. We are a local team based right here on South Rockford Avenue, with flat monthly pricing and a QuickBooks ProAdvisor on staff.

Bookkeeping Built for Rockford Businesses

Running a business in Rockford means wearing a lot of hats. Between serving customers, managing a crew, and keeping work moving, the books are usually the last thing that gets done, and the first thing that falls behind.

We fix that. Mashburn Tax Advisors handles monthly bookkeeping for small businesses across Rockford, Loves Park, Machesney Park, Belvidere, and the wider Winnebago and Boone County area. We work with the kinds of companies that make up the Rockford economy: contractors and the trades, manufacturers and machine shops, retail and restaurants, healthcare practices, and professional service firms.

Because Rockford sits right on the Illinois line, a lot of local businesses also do work across the border in Wisconsin. That can complicate sales tax and multi-state filings in a hurry. We are licensed in both Illinois and Wisconsin, so we understand what stateline businesses are actually dealing with.

What's Included

Our monthly bookkeeping service handles everything so you can focus on running your business. Here is what we take off your plate every month.

  • Bank and credit card reconciliation
  • Transaction categorization and coding
  • Monthly profit and loss statement
  • Monthly balance sheet
  • Cash flow reporting
  • Accounts payable management
  • Accounts receivable tracking
  • Sales tax preparation and filing
  • Year-end tax-ready financials
  • QuickBooks file maintenance

Why Rockford Businesses Choose Mashburn

Truly Local

We are based at 611 S Rockford Ave in Rockford, IL. You can meet with us in person. We know Illinois tax rules, local sales tax requirements, and the specific challenges Rockford-area businesses face.

Truly Local

We are based at 611 S Rockford Ave in Rockford, IL. You can meet with us in person. We know Illinois tax rules, local sales tax requirements, and the specific challenges Rockford-area businesses face.

In-House Tax Preparation

When tax season arrives, your books do not get handed off to a stranger. Our tax team uses the same records, so your return is faster, more accurate, and costs less than using two separate firms.

Flat Monthly Pricing

No hourly billing, no surprise invoices. You will know exactly what your bookkeeping costs each month before we start. We quote based on your actual transaction volume.

Frequently Asked Questions

Do you work with businesses outside the city of Rockford?

Yes. We serve the full stateline area, including Loves Park, Machesney Park, Belvidere, Roscoe, Rockton, Cherry Valley, New Milford, and the surrounding Winnebago and Boone County communities. We also work with Wisconsin businesses near the border.

Our monthly bookkeeping service includes bank and credit card reconciliation, transaction categorization, accounts payable and receivable tracking, monthly financial statements (profit and loss, balance sheet, cash flow), and year-end tax-ready financials.
Most clients are fully onboarded within 5 to 7 business days after the initial consultation. We handle the QuickBooks setup or cleanup and get your first month of books completed quickly.
Yes. You retain full access to your QuickBooks file at all times. We work in your existing file or set up a new one as needed. You can view your financials any time.

We keep it simple. We connect to your bank and credit card accounts directly through QuickBooks or a secure bank feed. You just forward us any receipts or documents we need, and we handle the rest.

We offer catch-up bookkeeping as a separate service. We will get you fully current before starting the monthly service. We have helped clients who were several years behind get tax-ready within a few weeks.

Ready to Hand Off Your Books?

Schedule a free 20-minute call. We will review your current situation and give you a flat monthly quote.