Virtual • Accurate • Proactive

Stress‑free bookkeeping for growing businesses

Close your books on time, get clean reports, and make better decisions. We handle the numbers so you can focus on growth.

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Close Faster

Month‑end close in days, not weeks.

Cleaner books

Accrual‑ready, audit‑friendly financials.

Actionable insight

Dashboards that drive decisions.

Services

Pick what you need today and scale as you grow.

Monthly Bookkeeping

Bank/credit card reconciliations, categorization, monthly close.

Add to plan →

Cleanup & Catch‑up

Fix messy books and bring prior months up to date.

Add to plan →

Payroll & 1099s

Run payroll, file forms, prepare and send 1099s.

Add to plan →

AP/AR Management

Bill pay workflows and invoice tracking.

Add to plan →

CFO Lite

Budgeting, forecasting, KPI dashboards, cash flow.

Add to plan →

Sales Tax & Compliance

Nexus checks, filings, reminders.

Add to plan →
E‑commerce
Agencies
Contractors
Real Estate
Creators

How it works

1

Discovery

15-minute call to map your needs and goals.

2

Onboarding

Connect banks, apps, and chart of accounts.

3

Weekly Tracking

Categorize transactions and answer questions.

4

Monthly Close

Reconcile, review, and report.

Simple Pricing

Transparent monthly plans. Cancel anytime.

Starter

$299/mo
Monthly close
Up to 2 accounts
P&L statement
Email support
Choose plan

Growth

$599/mo
Weekly categorization
Up to 4 accounts
Full financial statements
Monthly review call
Choose plan

Scale

Custom
Multi-entity
Payroll Processing
CFO Lite
Priority support
Choose plan

About JM Bookkeeping

Short founder blurb. Credentials, QBO ProAdvisor Level 1/2, industry focus, and commitment to proactive communication.

Certified QuickBooks ProAdvisor
Remote-first across U.S.
Response in 1 business day
Data secured with best practices
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Headshot of John Medeiros, JM Bookkeeping

FAQs

What’s included in monthly bookkeeping?

We reconcile accounts, categorize transactions, and deliver a clean P&L each month.

How do I get started?

Book a discovery call, connect your accounts, and we’ll handle onboarding within a week.

Can you clean up prior years?

We price cleanup as a fixed project.

Which software do you support?

QuickBooks Online

How secure is my financial data?

All connections are bank-level encrypted, and we follow industry best practices for data privacy.

What if I already have a CPA?

We complement your CPA by keeping books clean and tax-ready year-round.

Let’s talk

Tell us about your business and we’ll propose the right plan within 1 business day.

Thanks! We’ll respond within 1 business day.
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