jay and oak services bookkeeping 2
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Our program is guaranted to get you safe, fast results.
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Our Services
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Let’s get your finances on point so they can help you be even better at what you do
where we fit in to your business
Do any of these sound like you?
- My books are a mess...
We can help you get cleaned up for tax time by doing a thorough review of your accounts, finding and fixing the problems, and getting everything reconciled.
- I’m starting my business and want my finances to be on point...
Clearly you’re on it. We’ll get you 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 with my finances...
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.
Our Bookkeeping Services
Set Up & Training
Get you ready to handle your finances on your own or take the first steps to strong financial management.
- Thorough review of your finance systems to date
- Create a personalized finance systems plan
- Set up with QuickBooks Online and additional apps as necessary
- 5 hours of Training in Quick Books Online basics
Full Packages start at $500
Diagnostic Review
our goal
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 your accounting software
- Create and present a detailed clean-up plan for all accounts
Full set up package starts at $599 (based on number of months to diagnose)
Clean Up
- 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.
goals
Messy books no more-let's get them organized so you can move forward with confidence.
Cleanups vary significantly in price but generally start at $1,500 (based on revenue and number of months to diagnose)
our goal
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.
Monthly services start at $300/month
Monthly Services
- 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
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.
FAQs
We’re here to answer any and all questions you might have.
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Let’s get your finances on point so you can
can do even better at what you do.
Check out our free guide to getting your business’ financials on point
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We provide support for your most critical business needs.
Your finances and your web presence are integral to keeping 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.
