Services
Bookkeeping services for Jacksonville small businesses
Five focused services, all delivered by a licensed Florida CPA in your own QuickBooks Online file. Monthly bookkeeping from $295; projects quoted at a fixed price.
Monthly Bookkeeping
Monthly bookkeeping from Jax Bookkeeper means a licensed Florida CPA categorizes every transaction, reconciles every bank and credit card account, and delivers your profit & loss, balance sheet, and cash flow statement by the 15th of the following month, for a flat monthly fee starting at $295.
- Owner-operators who are behind on their books or doing them at midnight
- Businesses whose tax preparer keeps asking for 'cleaner' numbers
From $295/mo
QuickBooks Cleanup & Catch-Up
A QuickBooks cleanup is a one-time project where a CPA reviews every account in your QuickBooks Online file, fixes miscategorized and duplicate transactions, reconciles each bank and credit card account to its statement, and corrects the balance sheet so your books are accurate and tax-ready. Most Jacksonville cleanups take two to four weeks.
- Owners who haven't reconciled in six months or more
- Businesses that fired or lost a bookkeeper and don't trust the file
From $500
QuickBooks Setup & Training
Our QuickBooks Online setup is a fixed-fee project where a CPA configures your company file correctly from day one: a chart of accounts designed for your industry and tax return, bank and credit card feeds, sales tax settings, invoicing templates, and user permissions, followed by a training session so you know exactly what to do (and not do) in the software.
- New businesses that want to start clean
- Owners switching from spreadsheets, Wave, or FreshBooks
From $450
Financial Statements & Reporting
Every Jax Bookkeeper client receives a CPA-reviewed profit & loss statement, balance sheet, and statement of cash flows by the 15th of each month, plus a short written summary explaining what changed and why. For businesses that need more, we add custom KPI dashboards, job or location profitability, and lender-ready reporting packages.
- Owners who get reports but don't know what to do with them
- Businesses applying for SBA loans, lines of credit, or equipment financing
Included with monthly bookkeeping
Tax-Ready Books & Year-End
Tax-ready books means your year-end financial statements are fully reconciled, every balance sheet account is supported, fixed assets and loans are documented, 1099s are issued, and the package goes straight to your tax preparer with a CPA's notes, so your return gets filed on time without a month of back-and-forth.
- Businesses whose returns go on extension every year because the books aren't ready
- Owners who pay their tax preparer extra for 'bookkeeping adjustments'
Included with monthly bookkeeping
Need payroll, tax preparation, or an audit? We don't do those, but we work alongside the people who do and can introduce you. See the FAQ.
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.