OUR SERVICES

Financial Reset

Investment Range - $1,200-$3,500

This service brings your books up to date and gives you a clear picture of your business. This is typically required before ongoing monthly services can begin.

Best for: New clients who are behind, overwhelmed or unsure of where they stand financially.

What’s Included:

  • Review of your current bookkeeping setup

  • Cleanup of uncategorized or miscategorized transactions

  • Bank and credit card reconciliations

  • Correction of obvious errors

  • Clear summary of your financial position

Steady Support

Investment range - $350-500 per month

This is reliable, low-stress bookkeeping designed to keep things clean so you always know where your financials stand.

Best for: Solo practitioners and small service-based businesses who want their books handled consistently.

What’s Included:

  • Monthly categorization and reconciliation of up to 4 business accounts.

  • Monthly financial statements

  • Monthly check in call and email support

  • Clean year-end handoff to your tax preparer

Guided Clarity

Investment range - $600-$850 per month

This is for clients who value insight, perspective, and informed decision-making.

Best for: Established professionals who want to understand their numbers.

What’s Included:

  • Everything from Steady Support plus…

  • Monthly 45 min review call

  • Plain-language explanation of reports

  • Cash-flow awareness and category optimization

Add-ons:

• Invoicing & A/R tracking

• Bill entry & A/P management

• Reimbursable expense tracking

• Project/job profitability tracking

• Light forecasting & budgeting

The Process

Step 1: Connect & Review

We’ll start with a free schedule your Discovery Call. This conversation helps us understand your business, your current bookkeeping setup, and your goals.
After the call, we’ll review your books (if applicable) and send a clear, customized proposal—no surprises, no pressure.

Step 2: Onboarding

Once you’re ready to move forward, we’ll guide you through the onboarding process. We’ll securely link your bank accounts, customize your chart of accounts, and establish a smooth process for sharing receipts, invoices, and statements.

Step 3: We get to work!

Once you shared all of the information, we will get to work.

Timeframes are as follows:

- Clean up/Catch up - 2-6 weeks (depending on the scope)

- Monthly reports - completed by 3rd week of following month

* Timeframes are dependent on Just Bookkeeping receiving the necessary information to complete the job.