CPA-led bookkeeping · San Marco, Jacksonville
Bookkeeping done by a CPA, priced for a small business.
Reconciled books, QuickBooks Online kept clean, and financial statements by the 15th, handled by a licensed Florida CPA who you can actually reach. Flat monthly fee from $295.
- Licensed Florida CPA
- QuickBooks Online ProAdvisor
- Statements by the 15th
- Month-to-month, no contract
What you get every month
Every transaction categorized
Reviewed by a CPA, not just matched by software.
Every account reconciled
Bank, credit card, and loan balances tied to the statement.
Three financial statements
P&L, balance sheet, and cash flow, with a plain-English summary.
Answers within a business day
Unlimited email questions are included.
Services
Everything a small business needs from its books. Nothing it doesn't.
We focus on bookkeeping, QuickBooks, and financial reporting. We don't prepare tax returns, so we're never distracted in March. Your preparer gets a clean package from us every January.
Monthly Bookkeeping
Flat-rate monthly bookkeeping for Jacksonville small businesses, done by a licensed CPA. Categorized transactions, reconciled accounts, and financial statements by the 15th.
From $295/mo
QuickBooks Cleanup & Catch-Up
Behind on your books or inherited a messy QuickBooks file? A Jacksonville CPA will diagnose, fix, and reconcile your QuickBooks Online so your numbers are tax-ready.
From $500
QuickBooks Setup & Training
Start QuickBooks Online the right way. A Jacksonville CPA builds your chart of accounts, connects your banks, migrates from Desktop or spreadsheets, and trains you or your staff.
From $450
Financial Statements & Reporting
CPA-prepared profit & loss, balance sheet, and cash flow statements every month, with a plain-English summary. Lender-ready financials for Jacksonville small businesses.
Included with monthly
Tax-Ready Books & Year-End
Hand your tax preparer a clean, reconciled year-end package. A Jacksonville CPA closes your books, prepares 1099s, and answers your preparer's questions so filing is fast and accurate.
Included with monthly
Not sure what you need?
Twenty minutes on the phone and we'll tell you honestly, even if the answer is “keep doing it yourself.”
Book a callWhy a CPA for bookkeeping
The person reconciling your accounts should understand your tax return.
Most bookkeeping is done by people who've never read a tax return. Most CPAs don't want to do bookkeeping. We're the overlap: a licensed CPA who chose to do this work, every month, for a flat fee.
Meet [First]Fewer tax surprises
Categorization decisions are made with the return in mind, in the month they happen, not retroactively in April.
Balance sheets that balance
Loans tied to lender statements, payroll liabilities reconciled, owner transactions clean. The stuff lenders and buyers check first.
One accountable person
Not a rotating team or an offshore queue. You know who does the work and you can call them.
How it works
Up and running in about two weeks.
- 01
Free review
A 20-minute call and a look at your current books. You get a written, fixed-price proposal within two business days.
- 02
Onboarding
We connect read-only bank feeds, fix or set up QuickBooks Online, and catch up any months behind.
- 03
Monthly rhythm
Activity in by the 5th, a short list of questions to you, financial statements and a summary back by the 15th.
Transparent pricing
Know the number before you call.
Flat monthly pricing based on your transaction volume, accounts, and the add-ons you actually use. The calculator gives you a range in two minutes; a free review of your books confirms it.
Open the price calculatorSolo & simple
$295
per month
Consultant, therapist, or freelancer with one business checking account and a card.
Growing team
$745
per month
Contractor or agency with a few accounts, customer invoicing, and payroll through Gusto.
Established business
$1,487
per month
Restaurant, retailer, or multi-location service business with A/P, sales tax, and payroll.
Industries
Books set up for how your business actually works.
Serving Jacksonville & Northeast Florida
Based in San Marco. Working with businesses across the First Coast.
Meet us at the office, at your business, or never: most clients work with us entirely through QuickBooks Online and email. We serve Jacksonville, the Beaches, St. Johns County, and Clay County.
- San Marco
- Riverside & Avondale
- Southside & Baymeadows
- Jacksonville Beach & the Beaches
- Mandarin
- Ponte Vedra & St. Johns County
Also serving Downtown Jacksonville, Atlantic Beach, Neptune Beach, Ponte Vedra Beach, Nocatee, Orange Park, Fleming Island.
Office
Jax Bookkeeper1234 Hendricks Ave, Suite 100
Jacksonville, FL 32207
Mon–Fri, 9:00 AM – 5:00 PM ET · Visits by appointment
Questions Jacksonville business owners ask us
How much does bookkeeping cost in Jacksonville, FL?
Jax Bookkeeper's monthly bookkeeping starts at $295 per month for small businesses with up to 75 transactions. Most Jacksonville clients with 100–300 monthly transactions pay $395–$650 per month. One-time QuickBooks cleanup projects start at $500. Use our price calculator for an instant estimate based on your transaction volume, accounts, and add-ons.
What's the difference between a bookkeeper and a CPA?
A bookkeeper records and reconciles transactions. A CPA is licensed by the state after passing the Uniform CPA Exam, meeting education and experience requirements, and completing continuing education, and is trained in tax, financial reporting, and internal controls. At Jax Bookkeeper, a licensed Florida CPA does your bookkeeping, so the person reconciling your accounts also understands how each entry affects your tax return and your lender's view of the business.
Is Jax Bookkeeper a CPA firm? Do you prepare tax returns?
Jax Bookkeeper is led by a licensed Florida CPA and focuses exclusively on bookkeeping, QuickBooks, and financial reporting. We do not prepare tax returns. We deliver a tax-ready package to your preparer each year and coordinate with them directly. If you need a preparer, we'll refer you to one we trust.
Do you only work with businesses in Jacksonville?
Our office is in San Marco and most clients are in Jacksonville, the Beaches, St. Johns County, and Clay County. Because the work happens in QuickBooks Online, we also serve clients remotely throughout Florida.
What software do you use?
QuickBooks Online is our primary platform. We also support Xero, and we work with the tools small businesses already use: Gusto, QuickBooks Payroll, Bill.com, Dext, Square, Toast, Shopify, Stripe, and most practice management and field service systems.
From the blog
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Ready for books you can trust?
Book a free 20-minute call. We'll look at where you are, tell you honestly what you need, and send a fixed-price proposal within two business days.