Pricing
CFO Advisory
Strategic financial leadership, cash flow planning, profitability analysis, and decision support.
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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 $3,000/mo
Accurate monthly financials that provide the foundation for informed 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
Bookkeeping
Starting at $1,000/mo
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.
Quickbooks Setup
Get your Quickbooks set up the right way for seamless, stress-free bookkeeping.
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.
1099 Reporting
Ensure accurate and timely 1099 reporting to keep your business compliant.
1099 Reporting
Ensure accurate and timely 1099 reporting to keep your business compliant
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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Many make their processes more complicated than they need to be, or use outdated systems that take up unnecessary time.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.
BUILD A STRONGER BUSINESS WITH FINANCIAL GUIDANCE BUILT FOR THE TRADES
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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