JB ACCOUNTING AND TAX - Personalized Financial Services Led by a Former IRS Agent.

Bookkeeping Services

Our bookkeeping solutions help you stay in control of your finances, without the hassle. We handle:

Organization of records

Accurate, organized records are the foundation of a healthy business. We ensure that all financial documents — from receipts to invoices — are sorted, digitized, and stored properly. Our structured approach simplifies audits, tax preparation, and day-to-day management, helping you access exactly what you need, when you need it.

tracking expenditures and income

Knowing where your money is going is critical to growth. We track all business expenses and incoming revenue across all channels, categorizing each transaction to give you a clear picture of your financial health. With our help, you’ll understand patterns, reduce waste, and optimize profits.

recording, filing, and categorizing transactions

Every financial activity is carefully logged and assigned to the correct category using industry-standard bookkeeping tools. We handle everything from daily sales entries to vendor payments and bank charges — ensuring every dollar is recorded accurately and in compliance with accounting best practices.

keeping track of accounts and balances

We reconcile your bank, credit card, and merchant accounts to ensure your books reflect real-time financial truth. You’ll never be caught off guard by errors, missed payments, or unexplained charges. Regular reports keep your cash flow in check and your business on track.

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