During Tax Season (January 1 through April 30), our office hours are Monday through Friday, 8 a.m. until 6 p.m., and Saturdays from 9 a.m. until 1 p.m. Outside of Tax Season, our office hours are Monday through Friday, 9 a.m. until 5 p.m. Limited evening and weekend appointments are available by appointment only to support our clients who are not available during standard office hours.

While some business owners have the knowledge and capacity to do their own bookkeeping, you should consider engaging a bookkeeping firm if you: Do not have the time, interest or ability to do your own books Have employees or hire independent contractors Plan to make significant purchases (e.g., business property) or incur liabilities (e.g., business loans) Need accrual-basis accounting or inventory tracking Have a multi-owner business, e.g., partnership, multi-member LLC, S-Corp or corporation Work with a CPA to complete your taxes Schedule a complimentary consultation to discuss your needs and how we can help.

We primarily work with QuickBooks Online and Xero accounting software. We chose these applications due to the breadth of features offered and the ability to integrate with other applications that allow us to deliver valuable services as efficiently as possible. We will make a software recommendation to you following your onboarding consultation.

Sí. Podemos ayudarle. Envíenos un correo electrónico a info@jbgbookkeepingservices.com o llámenos al 917.402.1216 y marque la extensión 711.

Yes! We can work with your CPA, attorney and/or any other advisor that you expressly authorize us to engage with. If you have a CPA that prepares your tax returns, we offer monthly and yearend CPA package options to suit your needs.

All services are provided virtually. We meet with local clients in-person at our offices. We also travel to meet with our clients at their place of business. Depending on your location and the team members servicing your account, you may have hybrid meetings where certain team members are in-person and others appear virtually.

Yes, we do! We partner with CPA firms interested in outsourcing the bookkeeping for their clients (both directly and as a subcontractor). We also maintain a network of CPAs to refer our clients to. If you are a CPA interested in exploring how we can collaborate, please submit an inquiry through our website or email us directly at info@jbgbookkeeepingservices.com.

JBG Bookkeeping Services provides bookkeeping, payroll, tax preparation and business consulting services. Please see Our Services page for more information.

Basic training in the use of the accounting software is included with our new client setup for monthly recurring bookkeeping clients. As part of our business consulting services, we offer workshops and training for business owners and their staff on several topics, such as setting up internal bookkeeping controls and small business finance essentials. We offer support to develop financial and operational processes and procedures to help you start, grow, and sustain your business.

Yes, we offer consulting services including new business set up (e.g., selecting and establishing your business structure in your home state), creating a business plan, and setting up bookkeeping. For more information on these services, please schedule a consultation.

Yes, we offer consulting services to help existing businesses improve their financial and operational performance, manage their cash flow, and plan for the future.

We communicate with our clients via phone, email, and text messages during our office hours. For virtual meetings, we use Zoom or Google Meet. In-person meetings are by appointment only; we are not able to accommodate walk-ins. Please note that certain business communications are limited to email only.

There are several ways that we can exchange documents and information. Bookkeeping Data For bookkeeping clients, we prefer that you create and provide read-only logins for our firm to directly access your relevant bank, credit, investment, and payment accounts. This is a standard bookkeeping practice that allows our firm to download account statements and research transactions independently and securely, increasing accuracy and efficiency. Please note that our firm must have its own designated login and when available, the two-factor authentication must route to our business phone and/or email address. If you choose to provide documents directly to our firm, you must do so within one business day of the close of the period (i.e., the month, quarter, or yearend for which we are providing services) or your statement generation date, whichever is later. Note that additional fees will apply if you do not subscribe to the bank data feeds within the accounting software. There is no additional fee if you manually provide documents solely for support purposes. Paper Documents You may provide copies of paper documents as follows: If you are a local client, you may schedule an appointment to deliver paper documents to our office. You can send paper documents by regular mail (we do not recommend sending originals by mail unless absolutely necessary). As we operate in a paperless environment, we will scan your paper documents and either return them to you or securely shred them at no cost to you. Additional fees may apply if you have documents that require cataloging, receipts that cannot be scanned using an automatic feeder or for large jobs that cannot be completed during your office visit. Email Email is suitable for most day-to-day communications, including routine questions, etc. If sending files via email with personally identifiable information and/or sensitive financial information, we recommend that you send encrypted files or link to a secure file hosting service, such as Dropbox or Google Drive. Please transmit the password separately (new email, phone call or text) when sending encrypted files to limit the opportunity for unintended access should the email be misdirected. Electronic File Transfer We can provide you with a secure link to our file hosting services on: Dropbox Google Drive This allows us to exchange files without sending email attachments. Secure Applications Depending on what services and applications we use to deliver your services, some of the applications may have built-in secure file transfer capabilities. When you engage our firm, we will describe in detail how we will communicate based on the services selected.

Our work is scheduled depending on the type of engagement and, if applicable, the cadence of service selected, e.g., weekly, bi-monthly, monthly, quarterly, and annually. Your engagement letter will specify the deliverables and dates relevant to your services.

Financial reports are delivered on the 15th of the month, or the following business day if the 15th falls on a weekend or holiday. Financial reports are provided monthly, quarterly, or annually, depending on the cadence of your bookkeeping services. Issues such as open questions or documentation requests pending your response may delay delivery of your financial reports.

Depending on the situation, our hourly rates may apply, we may be able to amend your existing engagement letter, or if the services are for a different entity or different engagement type, we may require a separate engagement letter.

We offer complimentary consultations to all potential clients following completion of our intake questionnaire. During these discovery calls, we review your intake responses, ask questions that allow us to identify your current needs and how we can help you achieve your goals. Based on this call and completion of our intake form, we can provide a customized proposal tailored to your specific needs.

We offer customized pricing to suit your unique needs. We understand that every business is different, and thus, we have different tiers of services packaged at varying price points. Our team will work with you to determine which services you need to achieve your financial goals. Whether you require bookkeeping, tax preparation, or consulting services, we will tailor our packages to meet the needs of your business. By providing customized pricing options, we ensure that you only pay for the services you need and avoid unnecessary expenses. Contact us to learn more about our pricing options and find the one that fits your business the best.

Unfortunately, no. We do not give quotes over the phone. To accurately quote and recommend the services that would be of greatest value to you, we require a consultation and completion of our intake form.

We accept payments via ACH, credit card, U.S. postal money order and cashier’s checks. We do not accept personal checks.

Monthly recurring payments are due on the 1st of every month, unless otherwise specified in your engagement letter. If you are not a monthly recurring client, we require a retainer to begin work and then services are billed in advance in a minimum of 10-hour increments, unless otherwise specified in your engagement letter. Projects at or below our minimum bill rate must be paid for in full, in advance.