OUR SERVICES
Clean Books. Clear Numbers. Confident Decisions.
Bookkeeping built for service-based businesses that are ready to grow.
Just Bookkeeping handles your monthly bookkeeping remotely so your finances are always current, accurate, and easy to understand. We do not just deliver reports. We walk through your numbers with you every month so you know exactly where your business stands and what to do next. Browse the packages below to find the right fit, or schedule a free discovery call and we will figure it out together.
Foundation
Starting at $250/month
This package is designed for the sole proprietor who's ready to move beyond spreadsheets and put a proper financial foundation in place.
Best for: Solo service businesses generating $100K–$500K in annual revenue who are transitioning to QuickBooks Online for the first time.
What’s Included:
Setup & Onboarding
QBO Simple Start monthly subscription
Bank and credit card account linking
Custom chart of accounts built around your business — not a generic template
Monthly Services
Transaction categorization and reconciliation of business bank and credit card accounts
Receipt management so your records stay audit-ready
Ongoing Support
Quarterly financial review meetings to walk through your P&L and answer questions
Access to your bookkeeper via Liscio for questions between close periods
Momentum
Starting at $500/month
This is our most popular package. It is designed for the established service business owner who needs accurate, timely books and clear financial visibility to make confident decisions.
Best for: Service businesses generating $500K–$1M in annual revenue.
What's Included
Onboarding - review and updating
Prior period cleanup if needed (quoted separately)
Full onboarding — bank feeds, credit cards, software integrations, and Liscio setup
Chart of accounts review and optimization for your business stage
Monthly Services
Transaction coding and categorization in QuickBooks Online
Bank and credit card reconciliation
Receipt management and matching (we recommend Dext)
Monthly financial reports — P&L, Balance Sheet, Cash Flow
Month-end close with a Liscio check-in for any open items
Ongoing Support
Monthly financial review meeting to walk through your numbers
Bookkeeper access via Liscio — responses within one business day
Year-end preparation and clean handoff to your CPA or EA
Reset
Most clean up projects fall between $2,000 and $5,000 depending on how many months need attention.
This service gets your QuickBooks Online file back to accurate, reconciled, and ready to hand off to your CPA or transition into ongoing monthly bookkeeping.
Best for: Business owners who are behind on their books - whether that's a few months or a few years. You may have a QBO file that was set up incorrectly, has duplicate entries, uncategorized transactions, or has never been reconciled. You know something is off but aren't sure where to start.
What's Included
Discovery & Assessment
Review of your existing QBO file to assess the scope of cleanup needed
Identification of missing transactions, miscodings, and reconciliation gaps
Custom quote provided before any work begins
Cleanup & Reconstruction
Recategorization of miscoded or uncategorized transactions
Bank and credit card reconciliation for all outstanding periods
Removal of duplicate entries and correction of data entry errors
Chart of accounts cleanup and consolidation where needed
Handoff & Transition
Clean, reconciled books ready for your CPA or EA
Summary of what was corrected and why
Recommendation for the right ongoing monthly package once cleanup is complete
Liscio onboarding so communication and documents stay organized from day one
Additional services:
Quoted separately
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 and send a clear, customized proposal.
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, set up your client communication through Liscio and establish a smooth process for sharing receipts (we love DEXT for receipt management), 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 10th day of following month
* Timeframes are dependent on Just Bookkeeping receiving the necessary information to complete the job.