Monthly bookkeeping services for businesses with $500K+ revenue.
JBookkeeping supports owners who need accurate books, clean systems, payroll coordination, tax-ready records, and reports that show what is happening in the business.
What JBookkeeping can take off your plate
Your books should help you run the business, not just satisfy tax season. JBookkeeping handles the bookkeeping work that tends to get messy as revenue grows: reconciliations, coding, payroll entries, QuickBooks organization, cleanup, and month-end reporting.
Monthly bookkeeping
Monthly bookkeeping includes transaction coding, account reconciliation, review of bank and credit card activity, month-end close, and financial statements. For established businesses, the goal is to create a dependable rhythm so you can see current numbers instead of waiting until tax season.
- Bank, credit card, loan, and merchant account reconciliation
- Expense categorization and review for consistency
- Profit and loss, balance sheet, and cash-flow visibility
- Monthly review support for business owners
Books cleanup and catch-up
Behind books can hide tax problems, cash-flow issues, and inaccurate profit numbers. JBookkeeping cleans up historical transactions, reconciles accounts, organizes categories, and helps create a clean starting point for monthly bookkeeping.
- One-year or multi-year catch-up bookkeeping
- QuickBooks cleanup and chart of accounts organization
- Unreconciled account review and correction
- Tax-ready cleanup for filing, lending, or planning
QuickBooks setup
A strong setup prevents future confusion. JBookkeeping helps with chart of accounts structure, accounting method considerations, account connections, bank feeds, and workflow changes that make monthly bookkeeping easier to maintain.
- Chart of accounts setup and cleanup
- Bank feed organization and review process
- Owner, payroll, tax, and loan account tracking
- Reporting categories aligned to how the business runs
Payroll support
Payroll can affect cash flow, tax liabilities, margins, and reporting. JBookkeeping supports the bookkeeping side of payroll so payroll expenses, taxes, benefits, reimbursements, and contractor payments connect cleanly to the books.
- Payroll journal entry and account review
- Contractor and employee expense categorization
- Payroll tax liability tracking
- Coordination with payroll systems and reports
Tax filing and planning support
Accurate bookkeeping makes tax filing and planning less reactive. JBookkeeping helps prepare clean records for tax filing and supports planning conversations by keeping income, expenses, payroll, liabilities, and owner activity current.
- Year-end readiness and financial statement review
- Support for business and individual tax filing needs
- Tax planning coordination using current books
- Tax relief and resolution record support
Not sure which service you need?
Start with a discovery call. JBookkeeping will review where your books stand, whether cleanup is needed, and what monthly support makes sense for your revenue stage.