Are you experiencing any of these challenges?

• You’re behind on your books and don’t know where to start.

• You feel unsure about cash flow, profit, or performance.

• Your QuickBooks setup is messy, confusing, or not tailored to your business.

• Tax prep feels stressful every year, and you want clean books to hand off to your accountant.

• You’re growing and need numbers you can trust to make decisions with confidence.

We can help!!

Essentials

$250 per month

A simple, steady bookkeeping foundation for early-stage businesses that need accuracy, organization and monthly insight into their numbers.

Best for: Freelancers, coaches, photographers and designers generating ~ $100K per year in revenue.

What’s Included:

  • Monthly categorization and reconciliation of up to 2 business accounts.

  • Customized chart of accounts tailored to your business model.

  • Monthly financial statements

  • Email support

  • Quarterly check-in with recommendations.

OUR SERVICES

Growth

$500 per month

For businesses that are growing, have more moving pieces, and want deeper visibility into profitability and cash flow.

Best for: Businesses earning up to $200K per year in revenue or businesses looking for more customized reporting.

What’s Included:

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

  • Customized chart of accounts tailored to your business model.

  • Customized QBO dashboard

  • Monthly financial statements and Loom video message with insight.

  • Email support

  • Quarterly check-in with recommendations

Clean Up / Catch Up

Reach out for a quote


Best for: Business owners who need help bringing their books current.

What’s Included:

  • Secure onboarding and data protection

  • Full Quickbooks review to ensure chart of account aligns with business needs

  • Complete categorizations of transactions outstanding

  • Reconciliation of past months (or years)

  • Clear summary report so you know where you stand

Outcome: You’ll go from chaos to clarity - with clean books that make sense

Insight

$750 per month

This tier gives you a higher level of categorization, project tracking and executive-ready insights so you can make informed decisions.

Best for: Service-based businesses earning up to $300K per year in revenue - those with multiple projects, contractors, or a variable services lines that they want insight into.

What’s Included:

  • Monthly categorization and reconciliation of up to 6 business accounts.

  • Enhanced categorization to track revenue and expenses by client, project or service line.

  • Project or client level profitability reporting.

  • Monthly financial statements and monthly check in.

  • Email support

Any of the packages above can be customized with the following 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.