Small Business Bookkeeping & CFO Advisory Services
Explore professional small business bookkeeping, CFO advisory, financial reporting, and QuickBooks Online services designed to give you greater clarity and control over your finances.
Small Business Bookkeeping & CFO Advisory Services
JFR Starter Financial Kit
Starting price at $200
Designed for small business owners and sole proprietors who need
organized financials without the cost of full-service monthly bookkeeping.
- Low to moderate monthly transaction volume
- Organized financial records without full-service bookkeeping
- Greater visibility into where business money is going
- Clean financial statements for taxes, lending, or peace of mind
Receive professionally prepared, Excel-built financial statements
designed to help business owners understand and maintain their
financial records with confidence.
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Basic Bookkeeping Services
Starting price at $350
Accurate, tax-ready bookkeeping for lower-volume small businesses.
Keep your financial records clean, organized, and up to date with
professional bookkeeping services designed around your business needs.
Services include transaction categorization in
QuickBooks Online, bank and credit card reconciliations,
and quarterly financial reporting with Profit & Loss statements
and Balance Sheets.
Ideal for small business owners who want their books done accurately
and their financial reporting ready well ahead of tax season.
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Bookkeeping & CFO Advisory Services
Starting price at $500
Stop guessing about your numbers. Get accurate bookkeeping,
meaningful financial reporting, and CFO advisory support from
one trusted financial partner.
With 17 years of corporate accounting experience, an MBA, and
QuickBooks Online certification, JFR Bookkeeping Services brings
Fortune 500-level accounting discipline to growing small businesses
that have outgrown DIY bookkeeping but are not ready for a full-time CFO.
Monthly Bookkeeping
- QuickBooks Online setup, cleanup, and ongoing management
- Bank, credit card, and merchant account reconciliations
- Accurate, GAAP-informed monthly financial statements
- Custom financial reporting built around your business
CFO Advisory
- Plain-language reviews of your Profit & Loss and Balance Sheet
- Cash flow forecasting and budgeting
- Profitability and margin analysis
- Strategic guidance for owner pay, entity structure, and CPA conversations
Cleanup & Onboarding Projects
- Catch-up bookkeeping and prior-period corrections
- QuickBooks Online migrations and fresh-start setups
Who this is for:
Business owners who want to stop guessing and start understanding
their numbers. If your books are behind, disorganized, or difficult
to understand, this service combines professional bookkeeping with
strategic financial guidance.