Accounting & Bookkeeping
Led by Kate Young, an experienced accountant, with a CPA on the team. Bookkeeping, accounting, and the back-office help that keeps everything running — clean, current books so you can stop chasing your own numbers. Serving small businesses across St. Charles, Geneva, Batavia, and the Fox Valley.
Your books, handled and trustworthy.
From the monthly close to the admin that eats your week, this is the side of Zerby Group that keeps the financial engine of your business clean, current, and ready when you need it.
Monthly Bookkeeping
Categorized transactions, bank and card reconciliations, and a clean month-end close you can count on.
Accounting & Reporting
Financial statements and reporting that show where the business actually stands, explained in plain terms.
Cleanups & Catch-up
Behind or messy books brought back into order, then kept current so you never fall behind again.
Executive-Assistant Support
Inbox and scheduling help, vendor coordination, and the admin that would otherwise eat your week.
Not sure what a bookkeeper actually does for you?
Plainly: we keep an accurate, up-to-date record of every dollar moving in and out of your business, and turn it into simple reports that show how you're really doing — so you're never guessing, and never scrambling at tax time.
Right now, maybe your receipts live in a shoebox and a few browser tabs, and you find out how the year went when your tax preparer tells you. With clean books, you get a clear monthly picture — what came in, what went out, what you actually made — reconciled and ready whenever you or your accountant need it.
You don't have to understand accounting, and you don't have to touch a spreadsheet. Kate handles the monthly close, reconciliations, and reporting — with a CPA on the team — and explains what the numbers mean in plain terms. You just get books you can trust.
Questions, answered
Yes — it's one of the most common ways clients start. We clean up and catch up whatever's behind, get everything reconciled and accurate, then keep it current every month so you never fall behind again. No judgment.
Yes. We work in the tools you already have, most often QuickBooks, and we'll tell you honestly if a simple change would make your life easier. We won't force you onto anything.
Yes. Your day-to-day books are run by Kate Young, an experienced accountant, and there's a licensed CPA on the team — Cade — so the financial work has real credentials behind it. Between them, that's 17+ years of combined experience.
Your tax preparer files your return once a year. We keep your books clean and current all year long, so that return is easy and accurate — and so you can make decisions with real numbers in between. Many clients keep their tax pro and add us for the day-to-day.
It starts with a short, free call to understand your books and your volume, then we price it clearly up front. You'll know what you're paying before anything begins — no surprise invoices.
Ready to stop chasing your books?
Let's get them right.
A short, free conversation. No pitch deck, no obligation. Just a clear read on where AI and clean books could help your business.