Every business owner relies on financial reports to make decisions. However, if your bank statements don’t match your accounting records, you’re working with flawed data. Regular bank reconciliation ensures your financial records reflect all the transactions in your bank accounts and credit card statements. Whether it’s a duplicated entry, a missing deposit, or an unrecognized fee, unreconciled items can quietly distort your cash flow and financial position.
Bank Reconciliation Services in Chicago
At Lewis.cpa, we help businesses across Chicago and the U.S. reconcile bank accounts with precision, clearing up cash flow, financial records, and accounting headaches.
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4000+ Happy Clients
We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.
39 Years of Experience
Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.
Serving 52 States
With our technology stack, we provide remote accounting services for you and your business, regardless the location.
Why Accurate Bank Reconciliation Is the Backbone of Reliable Financials
The Strategic Advantages of Outsourcing Bank Reconciliation
Outsourcing bank reconciliation services to Lewis.cpa offers more than convenience — it’s a move toward clarity, control, and consistency in your financial operations.
Our experienced professionals work with advanced software to reconcile your bank statements and credit card accounts efficiently and accurately. Here’s what you gain when you work with us:
Time-Saving Precision
Bank reconciliation is time-consuming and error-prone when handled in-house without the right tools or expertise. We manage the full reconciliation process — from importing transactions to generating detailed reports.
Improved Cash Flow Management
Accurate financial records allow you to monitor your real-time cash flow and spot irregularities. This prepares you for both growth and challenges.
Stronger Fraud Detection
By reconciling bank statements and credit card transactions regularly, we help detect unauthorized charges or internal fraud early, safeguarding your financial health.
Better Decision Making
Updated, accurate financial reports empower you to make informed business decisions. You can trust that your cash position and balances are correct.
Audit-Ready Records
With consistent, clear reconciliation reports, tax prep and audits are smoother and less stressful. We maintain your accounting records so nothing is overlooked.
Our Bank Reconciliation Services
At Lewis.cpa, we offer a wide spectrum of reconciliation services tailored to your business size and complexity:
Bank Statement Reconciliation
We ensure every bank transaction aligns with your books, clearing discrepancies monthly, weekly, or even daily.
Credit Card Reconciliation
Track and verify card charges, payments, and fees precisely — essential for businesses with frequent card usage.
Vendor & Loan Reconciliation
Keep tabs on outgoing payments and loan schedules, ensuring you’re neither overpaying nor falling behind.
Cash Flow Reporting & Forecasting
Get reports that reconcile and interpret your cash position, helping you prepare for opportunities or crunches.
Catch-Up Bookkeeping
Fallen behind? Don’t stress. Whether it’s one month or an entire fiscal year, we bring your accounts current with full accuracy and confidentiality.
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Take the Guesswork Out of Your Books
Let Lewis.cpa turn your bank reconciliation into a strength. Contact us today to start reconciling with confidence.
Contact UsTailored Reconciliation Services for Your Industry
We know that no two industries manage finances the same way. At Lewis.cpa, we understand the unique reconciliation challenges different sectors face, so we tailor our services to fit each business’s structure, volume, and goals.
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Limited staff and resources make accuracy critical. Our services catch what internal teams miss.
High transaction volumes? Multiple payment methods? We bring order to financial chaos.
Complex asset structures require clear, precise reporting to preserve wealth and reduce tax exposure.
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Track rent, mortgages, and maintenance flows across multiple properties with detailed reconciliation reports.
How Our Reconciliation Process Works
Our streamlined bank reconciliation process combines advanced accounting software and professional oversight to deliver timely, accurate financial records. Here’s what you can expect.
Onboarding & Integration
We connect with your bank and accounting systems — no IT headaches required.
Transaction Mapping
Our team imports and categorizes transactions using rule-based automation and human oversight.
Discrepancy Review
We flag, investigate, and resolve mismatches — whether they’re timing issues or missing entries.
Final Reports Delivered
You get clean, reconciled statements, plus optional insights into cash flow and red flags.
Why Lewis.cpa Is the Right Fit
When it comes to financial partnerships, you’ll want to choose wisely. We build lasting relationships on trust, professionalism, and responsiveness — offering every client the confidence of knowing their finances are in capable, experienced hands:
Remote, Nationwide Capability
From Chicago to California, we serve clients securely and efficiently, regardless of location.
Deep Expertise Since 1986
We’ve helped thousands of businesses maintain accurate financial records and stay audit-ready for nearly four decades.
Advanced Software & Smart Automation
We leverage tools like QuickBooks, Xero, and automated feeds to match transactions and ensure accuracy faster.
Strategic Financial Insight
More than just reconciling, we help you understand what your data means for your financial position and future.
Client Reviews
I have been a client of Susan S. Lewis Ltd, for the past 25 years. From practically the inception of her business. Throughout those years Susan and her team have been an excellent provider of tax and consulting services for my family and me. This includes your typical tax returns, trust tax returns, corporate tax returns, retirement planning/discussions, and estate planning.
Michael Rowan
We have been doing business with Susan Lewis since 2005 and are very happy with the accounting and tax services. Sue and her staff are knowledgeable and professional. We trust them. I highly recommend Susan Lewis and her staff and continue with them even tho we are out of state and no longer local.
Jenny Bennish
Been using Susan and staff for over 20 years. Service is prompt and reasonably priced. Very helpful in answering questions for future tax planning. Trust her firm totally.
Roger Morsch
Many thanks as always. Truly unbelievable how fast you respond. 5 star service.
Kathy G
FAQs About Bank Reconciliation Services
How often should bank reconciliations be done?
We recommend monthly reconciliations at a minimum. For high-volume businesses, weekly or daily reconciliation ensures your financial records stay accurate and cash flow stays on track.
Can you reconcile multiple accounts?
Yes. Lewis.cpa can reconcile multiple bank accounts and credit cards across entities, ensuring all transactions are reviewed, matched, and reported with precision.
Do you only work with QuickBooks?
No. Lewis.cpa supports all major accounting software, including Xero, Sage, and others. We integrate with your current systems or help you find a better fit.
Is your process secure?
Absolutely. Your data remains safe with us. We use encrypted systems and follow strict confidentiality standards to protect your financial data and ensure compliance at every step.
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Let’s Clean Up Your Books
Schedule a free consultation today and discover how easy financial clarity can be with Lewis.cpa.
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