What services does DWK Tax & Accounting offer?

DWK Tax & Accounting offers tax preparation and planning, bookkeeping, accounting, business advisory, and outsourced CFO services for individuals and small businesses in Wheaton, IL and DuPage County.

Where is DWK Tax & Accounting located?

DWK Tax & Accounting is based in Wheaton, Illinois, serving clients throughout DuPage County including Naperville, Glen Ellyn, Lisle, Downers Grove, and the greater Chicago suburbs.

Do you work with small businesses?

Yes. DWK Tax & Accounting specializes in serving small business owners, entrepreneurs, and growing companies who need more than basic tax compliance, including strategic advisory and fractional CFO support.

How do I schedule a consultation?

You can schedule a consultation by visiting https://dwkcpa.com/contact, calling (708) 369-0044, or emailing david@dwktaxaccounting.com.

What is accounting cleanup?

Accounting cleanup is the process of reviewing and correcting a set of books that have fallen behind or contain errors. This includes reconciling bank and credit card accounts, reclassifying misposted transactions, removing duplicate entries, fixing chart of accounts issues, and bringing months or years of records current. The goal is a clean, accurate set of financials you can rely on for tax preparation and business decisions.

How do I know if my books need cleanup?

Common signs include bank accounts that do not reconcile, transactions sitting in uncategorized income or expense, duplicate vendor or customer entries, a chart of accounts that has grown unwieldy, tax returns prepared from estimates rather than actuals, or the nagging feeling that you do not know your real profit. If any of these sound familiar, a cleanup will restore accuracy and confidence.

How long does an accounting cleanup take?

It depends on how far behind the books are and how complex the transactions are. A few months of cleanup for a small business may take a week, while a year or more of disorganized records may take several weeks. After reviewing your file, we provide a timeline and scope so you know exactly what to expect.

Can you clean up QuickBooks specifically?

Yes. QuickBooks cleanup is one of our most common services. We fix reconciliation errors, reorganize the chart of accounts, merge duplicate entries, reclassify transactions, and bring the file current. Once the cleanup is complete, we can transition you to monthly bookkeeping so the file stays clean going forward.

Will accounting cleanup affect my taxes?

Yes, in a positive way. When your books are cleaned up, your tax return is prepared from accurate numbers, meaning deductions are captured correctly, income is reported properly, and there are no surprises from misclassified transactions. If the cleanup reveals that a prior return was filed from incorrect data, we can prepare an amended return to correct it.

Accounting Cleanup

Accounting Cleanup Services in Wheaton, IL

Messy books create a cascade of problems, inaccurate tax returns, missed deductions, poor business decisions, and sleepless nights. DWK Tax & Accounting provides accounting cleanup services to businesses across Wheaton and DuPage County that have fallen behind on bookkeeping or inherited disorganized records. We reconcile, reclassify, and correct every transaction so your financials are accurate, your taxes are prepared from real numbers, and your business decisions are based on truth.

What We Fix

Bank and credit card reconciliation correction

Transaction reclassification and cleanup

Chart of accounts reorganization

Duplicate entry removal and vendor merging

Accounts receivable and payable cleanup

Payroll liability reconciliation

Prior-period adjustment and correction

QuickBooks file repair and optimization

Historical data reconstruction

Transition to monthly bookkeeping

From Chaos to Clarity

Many business owners start with good intentions, tracking income and expenses in QuickBooks or a spreadsheet, but without a bookkeeper or CPA overseeing the process, small errors compound into a mess. Uncategorized transactions pile up, accounts stop reconciling, and eventually no one trusts the numbers.

David Korzeniowski, CPA brings order to the chaos. We methodically work through your file, fixing each category of issue until the books reconcile and the financials tell the true story of your business. Once clean, we transition you to monthly bookkeeping so the accuracy is maintained, not lost again.

Related Services

QuickBooks Cleanup Monthly Bookkeeping Bookkeeping Amended Tax Returns Financial Reporting

Serving DuPage County

CPA in Wheaton, IL CPA Serving Glen Ellyn, IL CPA Serving Naperville, IL

Why Choose DWK

A CPA Partner Who Invests in Your Success

Business owners choose DWK Tax & Accounting because they get direct access to a licensed CPA who understands their industry, their goals, and their numbers, not a revolving door of staff.

Licensed Illinois CPA

David Korzeniowski is a licensed Certified Public Accountant in the State of Illinois, not a seasonal tax preparer or a software dashboard. Every return is prepared and reviewed by a CPA who is accountable for accuracy and compliance.

Small Business Experience

8+ years working with contractors, restaurants, medical practices, law firms, e-commerce, real estate investors, and consultants across DuPage County. Industry-specific knowledge means better deductions and fewer surprises.

Year-Round Support

Tax strategy doesn't stop in April. David is available throughout the year for questions, planning conversations, and proactive adjustments, not just at filing season.

Proactive Tax Strategy

We plan ahead. Entity structure, timing, retirement contributions, and quarterly estimates are reviewed continuously so you keep more of what you earn, legally and strategically.

Personalized Planning

Every business is different. Recommendations are built around your specific circumstances, goals, and growth plans, never a generic template or a one-size-fits-all checklist.

Local & Accessible

Based in Wheaton, serving DuPage County and the western suburbs. You can call, email, or meet in person. No call centers, no overseas outsourcing, no account handoffs.

Meet David Korzeniowski, CPA Read Client Reviews View Success Stories

Frequently Asked Questions

QuickBooks Cleanup Checklist How Often Should Bookkeeping Be Updated

Ready to Get Started

Take Control of Your Financial Future

Whether you need strategic tax planning, business advisory, or CFO-level financial leadership, DWK Tax & Accounting is ready to serve as a dedicated financial partner for your business.