Services
YOUR CFO ADVISOR
Ongoing financial leadership without the full-time cost.
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Monthly strategy session to align financial goals with business priorities
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Ongoing cash flow planning with forward-looking insight
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Setting and tracking of action items to improve cash flow and performance
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Strategic decision support as your business grows
Starting at $2,500/mo
Reliable bookkeeping to support informed business decisions.
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Monthly reconciliation of unlimited bank and credit card accounts
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Categorization of income and expenses for accurate tax reporting
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Monthly financial reporting (P&L, Balance Sheet)
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Ongoing QuickBooks support and financial guidance
Financial Foundations
Starting at $1,000/mo
OPTIONAL ADD-ONS
Sometimes you need a little something extra. With add-on options priced to your individualized needs, you can get what you need without paying an ongoing extra fee for the things you don't!
Quickbooks Setup
Get your Quickbooks set up the right way for seamless, stress-free bookkeeping.
OPTIONAL Add Ons
Sometimes you need a little something extra. With add-on options priced to your individualized needs, you can get what you need without paying an ongoing extra fee for the things you don't!
Quickbooks Setup
Get your QuickBooks set up the right way for seamless, stress-free bookkeeping.
Quickbooks Setup
Get your QuickBooks set up the right way for seamless, stress-free bookkeeping.
Quickbooks Setup
Get your Quickbooks set up the right way for seamless, stress-free bookkeeping.
Forward-looking cash clarity that helps you anticipate gaps before they become problems.
13-Week Rolling Cash Forecast
13-Week Rolling Cash Forecast
Forward-looking cash clarity that helps you anticipate gaps before they become problems.
Ensure accurate and timely 1099 reporting to keep your business compliant.
1099 Reporting
1099 Reporting
Ensure accurate and timely 1099 reporting to keep your business compliant
Quickbooks Cleanup
Let's tidy up your QuickBooks, fix errors, and get your books back on track.
Quickbooks Cleanup
Let's tidy up your Quickboks, fix error, and get your books back on track.
Quickbooks Cleanup
Let's tidy up your Quickbooks, fix errors, and get your books back on track.
01
Overview, setup, and cleanup of books
Often times balance sheets have never been organized, old transactions are clogging up financials, and it can roadblock your business growth. Let’s get you organized and started with a clean slate.
Many make their processes more complicated than they need to be, or use outdated systems that take up unnecessary time. Let’s eliminate tasks like data entry, increase efficiency, and help reduce costly mistakes while ensuring you always get paid.
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Streamline your financial processes
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Ongoing financial guidance and support
Many day-to-day finances can slip through the cracks when schedules get busy. Having a dedicated professional to handle the finances as they come allows you to take advantage of financial opportunities you may have otherwise missed.
Quickbooks Cleanup
Let's tidy up your Quickbooks, fix errors, and get your books back on track.
01
Setup, Cleanup, and Review of Books
Balance sheets often go unreconciled, with outdated transactions cluttering your financials and slowing business growth. Let’s get things organized and started with a clean slate.
02
Streamline your financial processes
Many make their processes more complicated than they need to be, or use outdated systems that take up unnecessary time. Let’s eliminate tasks like data entry, increase efficiency, and help reduce costly mistakes while ensuring you always get paid.
03
Ongoing financial guidance and support
Many day-to-day finances can slip through the cracks when schedules get busy. Having a dedicated professional to handle the finances as they come allows you to take advantage of financial opportunities you may have otherwise missed.
1099 Reporting
Ensure accurate and timely 1099 reporting to keep your business compliant.
Get started today and Build Better Books with Bookkeeping Built for the Trades
13-Week Rolling
Cash Forecast
Forward-looking cash clarity that helps you anticipate gaps before they become problems.
A little more about J2 Consulting
My mission is to provide bookkeeping and financial management to the skilled trades to not only streamline and sustain their finances but help them seize more financial opportunities to help them reach their business goals.
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