jay and oak services bookkeeping
Finances handled.
Now let’s get to work.
check out "Unlocking Your Superpower"
our free guide with best practices
to get your business’ financials on point
what's challenging you?
- I don’t have the time to think about this stuff...
Managing finances well doesn’t have to be a time and energy hog. We can make sure your books are clean every month and help you find the processes and tools that will keep your finances in order no long nights or and far less busy work.
- My books are a mess...
Oh the shame! How long have you been living with it? Listen, anyone’s finances can get out of hand if we don’t tend to them, so let’s get you on the right path so you can feel like the pro you are. We’ll analyze all accounts and transactions and work our way towards books that will make you say “Oooh that’s pretty!”
- I’m starting my business and want my finances to be on point...
Thinking ahead? Clearly you’re on it! Let’s get you launched right! We’ll set up with accounting software, build your chart of accounts, and help you establish processes to make sure the finance side of things is handled.
- My accountant is telling me I need to make some changes to my finances...
No matter what’s happened in the past, we can get your books organized and cleaned so the problems don’t happen in the future. We’ll conduct a thorough review and implement not only the changes they suggest but other changes that will help make tax time a breeze.
- I honestly don’t know where to start...
We all start somewhere! Let’s talk to figure out what you need, and create a plan just for you. This plan will help you unlock your secret finance superpower so you can be even better at what you do.
bookkeeping & finance services
Set Up & Training
Let's get you ready to handle your finances
on your own or take the first steps to
strong financial management.
-
Get set up with
QuickBooks Online -
5 hours of training in
QuickBooks Online basics -
Thorough review of your
finance systems to date -
Create a personalized
finance process plan
starting at $500
diagnostic review
Get a transaction-by-transaction
prescription of how to get them
back to full health that matches your
business’ needs.
-
Thorough review of your
finance systems to date -
Line-by-line review of transactions
in your accounting software -
Create and present a detailed
clean-up plan for all accounts
starting at $500
based on the number of months to diagnose
CLean Up
Messy books no more - let's get them
organized so you can move forward
with confidence.
- Full Diagnostic Review (as above)
-
Financial plan also includes
recommendations to improve your
financial systems -
Resolve all issues identified
in the plan
- Reconcile all accounts
-
Preparation and presentation of
cleanup results -
Support in set up of
new finance systems, software, etc.
starting at $1000
cleanups vary significantly in price based on
revenue and number of months to diagnose
monthly services
We become your trusted partner
to make sure your books are orderly
and help you use your books as a tool
to make your business better.
-
Cleanup is required in the first month
to ensure proper setup of your systems -
Monthly entering of all
transactions and documentation - Monthly reconciliation of all accounts
- Monthly preparation of financial reports
-
Monthly meeting to review
reports and provide guidance -
Ongoing availability to answer
any questions you have
starting at $300
does not include initial clean up if required
our process
1
review our services
Check out all of our offerings to make sure we are right for you.
2
Book a Discovery Call
Connect with us so we can understand your unique needs and goals
3
Co-Create Your Plan
We develop, with you, a customized plan to meet your goals.
what clients say about us
We provide support for your most critical business needs.
Keeping your finances in order are integral to your business running smoothly and profitably. We’re on your side and ready to give you the leg up you deserve. Make a difference in your business goals today; we promise, it will be worth it tomorrow.
