Checks and Balances

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Brand

Checks and Balances 2 locations · 1 city

Category: Financial Services · Tax Services
Headquarters: United States
Website: balance-me.com
Locations listed: 2 in Chicago
Recognition: Listed

1050 N State St Chicago
1275 N Clybourn Ave Chicago

About this location: 1050 N State St

Monthly bookkeeping includes transaction categorization, bank and credit-card reconciliations, and financial statements. Checks and Balances is a Chicago accounting firm founded in 1984 by Katherine E. Gilbert, serving small businesses, professionals, and families from its Near North Side office. Services also include payroll setup and processing, payroll tax deposits and filings, tax preparation, and year-round tax planning. The firm configures QuickBooks Online, creates business-specific charts of accounts, and helps clean up accounting systems. Monthly bookkeeping is available for small businesses, including restaurants and bars. The firm also helps clients understand and respond to tax notices. Its work centers on organizing financial records and supporting business decisions through accounting services.

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About Checks and Balances

A Chicago accounting firm serving small businesses, professionals, and families. Checks and Balances provides monthly bookkeeping, payroll processing, tax preparation, and year-round tax planning. Its accounting services include transaction categorization, bank and credit-card reconciliation, financial statements, quarterly estimates, deduction discussions, and assistance responding to tax notices. The firm sets up and cleans up accounting systems, including QuickBooks Online, charts of accounts, secure bank feeds, and categorization rules. Payroll support covers setup, employee onboarding, regular and off-cycle checks, tax deposits, and required returns. Founded in 1984, the practice serves Chicago from its Near North Side office at 1275 North Clybourn Avenue and works with businesses in nearby neighborhoods.

Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.

Tax Services - representative photo, not of Checks and Balances

Representative photos. Illustrative images for this category, not photos of Checks and Balances and not provided by the business.

At a glance

Service area: Gold Coast, Old Town, Lincoln Park, River North
Credentials: Enrolled Agent
Brands: QuickBooks Online
Team: Founded by Katherine E. Gilbert; the firm describes itself as a Chicago team.
Founded: 1984

Accounting services for small businesses, professionals, and families
Monthly bookkeeping for restaurants and bars

From www.balance-me.com, checked 22 Oct 2026. Only what the business states on its own website.

Services

Bookkeeping & Monthly Accounting Monthly bookkeeping, reconciliations, and financial statements.
Tax Preparation & Year-Round Planning Tax preparation, quarterly estimates, and tax notice assistance.
Payroll Services for Small Businesses Payroll setup, processing, tax deposits, and returns.
Accounting System Setup & Clean-Up Accounting system configuration, including QuickBooks Online.

As listed by Checks and Balances. Prices as published by the business and may change.

Services & specialities

Highlights

Founded in 1984

Chicago accounting firm founded by Katherine E. Gilbert.

Monthly bookkeeping

Transaction categorization, reconciliations, and financial statements.

Payroll services

Payroll processing, tax deposits, and required filings.