Reliable Bookkeeping and Accounting Services
Accurate numbers, transparent reporting, and dependable CPA oversight.
Our Service
What Accounting is:
Accounting is the process of tracking, organizing, and reporting your financial activity so your business stays accurate, compliant, and financially healthy. A strong accounting system helps you understand cash flow, make smarter decisions, avoid costly mistakes, and stay prepared for taxes year-round.
Monthly Bookkeeping
Our monthly bookkeeping service keeps your financial records accurate and up to date by categorizing transactions, tracking income and expenses, and maintaining clean books for your business. Consistent bookkeeping ensures you always know where your money is going and provides a solid foundation for tax preparation and financial planning.
Financial Reporting
We provide clear, easy-to-understand financial reports including profit and loss statements, balance sheets, and cash flow summaries. Professional reporting gives you valuable insight into business performance, helps you identify trends, and supports better decision-making for growth.
Account Reconciliation
Our account reconciliation service verifies that your bank accounts, credit cards, and payment platforms match your financial records. This process catches errors, missing entries, or duplicate transactions early, ensuring your books remain accurate and reliable throughout the year.
Account Reconciliation
Our account reconciliation service verifies that your bank accounts, credit cards, and payment platforms match your financial records. This process catches errors, missing entries, or duplicate transactions early, ensuring your books remain accurate and reliable throughout the year.
FAQs
What’s included in your bookkeeping and monthly accounting services?
We handle transaction categorization, bank reconciliation, financial reporting, expense tracking, and month-end close so your books stay accurate year-round.
What accounting software do you support?
We support both Xero and QuickBooks Online. Our preferred platform is Xero because it offers cleaner reporting, fewer errors, and a more streamlined workflow — but we’re happy to manage QuickBooks too.
How often do you update and review my books?
Your books are updated monthly, and we send detailed financial reports so you always know your income, expenses, and cash flow without having to dig.
Can you fix messy or behind-on bookkeeping?
Yes — we specialize in catch-up and cleanup for businesses that are months or even years behind. We repair errors, reorganize accounts, and bring your books back to compliance.
Will I receive reports or financial summaries each month?
Absolutely. You’ll get monthly profit & loss statements, balance sheets, cash-flow summaries, and any custom reports your business needs.
Become a Client
Choosing JG Financial Services means choosing accuracy, transparency, and a partner who genuinely cares about your financial success. We treat every client like family—because we know your business, your taxes, and your future deserve real attention, not rushed or generic work. With a licensed CPA leading every project, you get expert guidance, clear communication, and solutions tailored to your situation, not one-size-fits-all templates. Whether it's tax, accounting, or payroll, we handle the details so you can focus on what matters most: growing your business, protecting your finances, and having confidence that everything is done right.
Reach Out
Expert Tax, Accounting, and Payroll Services
Contact us today to learn how we can help you with your tax and accounting needs.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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