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BOOKKEEPING
SERVICES

Keeping your financial records in order is essential for the success of your business, and JPB Financial Services is here to help. We offer tailored bookkeeping solutions to meet your unique needs, ensuring accuracy, transparency, and compliance every step of the way.

Organized for Success

Clarity and Control Over Your Finances

At JPB Financial Services, we understand that accurate bookkeeping is the foundation of any successful business. Our team provides comprehensive bookkeeping services designed to save you time, reduce stress, and give you clear insights into your financial health. Whether you’re a small business owner or managing a growing enterprise, we tailor our services to your needs.

 

We work with leading software like QuickBooks Online and Xero to ensure your records are up-to-date and accessible. From reconciling accounts and managing transactions to maintaining your chart of accounts, our expert team ensures that every detail is meticulously recorded. We’ll handle everything from tracking income and expenses to preparing reports that help you make informed decisions about your business.

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Have messy books? No problem. We’ll clean up your financial records and set up a streamlined process to keep your bookkeeping on track. With our proactive approach, you’ll always know where your business stands and be ready for tax season without the last-minute scramble.

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Partner with JPB Financial Services for reliable, accurate bookkeeping that frees up your time and helps you focus on growing your business.

Smart accounting solutions for streamlined financial management.
Effortless bookkeeping and collaboration with cloud-based tools.

CHOOSE YOUR SERVICE PLAN

Find the perfect bookkeeping plan tailored to your business needs. Whether you’re just starting out or need advanced support, our flexible packages are designed to keep your finances organized and stress-free.

  • Starter

    200$
    Every month
    +$80 Set Up Fee
    Ideal for freelancers, sole proprietors, and small businesses with light transaction volumes.
     
    • Reconciled: Bi-Weekly
    • Up to 80 Transactions Monthly
    • Quarterly Management Reporting
    • Chat and Email Support
    • Basic Categorization of Income and Expenses
    • Setup and Maintenance of Chart of Accounts
  • Best Value

    Standard

    350$
    Every month
    +$120 Set Up Fee
    Perfect for growing businesses, mid-sized e-commerce, and professional service firms with moderate activity.
     
    • Reconciled: Weekly
    • Up to 160 transactions
    • Quarterly Management Reporting
    • Chat and Email Support
    • Basic Categorization of Income and Expenses
    • Financial Trend Analysis
    • Assistance with Invoicing and Bill Payment

  • Premium

    500$
    Every month
    +$150 Set Up Fee
    Best for larger businesses, multi-location operations, and companies with high transaction volumes.
     
    • Reconciled: Daily
    • Up to 300 transactions monthly
    • Quarterly Management Reporting
    • Advanced Categorization and Reconciliation
    • Financial Forecasting and Budgeting Support
    • Dedicated Bookkeeping Specialist

YEAR-END BOOK RECONCILIATION

1

Basic Reconciliation

$800

Perfect for sole proprietors or small businesses with straightforward books and minimal financial activity.

  • Reconcile up to 100 transactions per month with precision.

  • Review one primary bank account and one credit card account for discrepancies.

  • Ensure all transactions are properly categorized for tax reporting.

  • Identify missing or duplicate entries and adjust accordingly.

  • Provide a summary report highlighting key findings and potential issues.

2

Standard Reconciliation

$2,000

Best suited for growing businesses with moderate transaction volumes and diverse financial activities.

  • Reconcile up to 500 transactions per month for accurate recordkeeping.

  • Review up to three accounts, including checking, savings, and credit cards.

  • Cross-check financial statements to identify inconsistencies.

  • Analyze expenses and income streams for proper categorization.

  • Identify errors or omissions in payroll and vendor payments.

  • Deliver a detailed summary report with insights to streamline financial operations.

3

Advanced Reconciliation

$3,500

Ideal for larger businesses with complex financial systems or disorganized records requiring in-depth review.

  • Reconcile unlimited transactions across multiple accounts, including loans and merchant services.

  • Address incomplete or disorganized records to restore accuracy.

  • Conduct a thorough review of past entries to identify patterns or recurring issues.

  • Provide tailored recommendations to improve financial tracking processes.

  • Generate detailed, categorized reports for tax preparation and auditing purposes.

  • Collaborate with your tax professional to ensure compliance with state and federal regulations.

  • Offer guidance on best practices to maintain clean and accurate records moving forward.

Ensure your books are accurate, organized, and ready for tax season. Our comprehensive reconciliation services cover every detail of your financial records for the entire year, giving you confidence in your financial data and peace of mind.

ADDITIONAL ACCOUNTING SERVICES

Invoicing Clients

Price Range: $100–$300/month (based on the volume of invoices)

Let us handle your invoicing process, ensuring accuracy and timely delivery to maintain healthy cash flow.

Accounts Receivable
Management

Price Range: $150–$400/month (based on volume and complexity)

Stay on top of unpaid invoices with comprehensive tracking and follow-up services.

Accounts Receivable
Management

Price Range: $150–$400/month (based on volume and complexity)

Ensure vendor payments are accurate and on time with our streamlined solutions.

Budgeting and Forecasting

Price Range: $200–$600/month

Gain insights into your financial future with customized budgets and cash flow projections.

Custom Financial Reports

Price Range: $200–$500/month

Access tailored financial reports that offer detailed insights to guide your business decisions.

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