What We Offer
Our Services
Monthly Bookkeeping
Accurate, timely recording of all financial transactions. We reconcile accounts, categorize expenses, and keep your books audit-ready.
Tax Preparation
Individual and business tax preparation with a focus on maximizing deductions and minimizing liability. Federal and state returns.
Financial Reporting
Monthly profit & loss statements, balance sheets, and cash flow reports that give you a clear picture of your business health.
Accounting Consultation
Strategic financial guidance to help you make informed business decisions. We analyze your numbers and translate them into actionable insights.
Pricing
Choose Your Package
Simple monthly subscriptions. Cancel anytime. No hidden fees.
Basic Package
First month just $100 · then $199/mo
+ QuickBooks Online subscription required (billed separately by Intuit, ~$30/mo)
- Transaction recording
- Bank reconciliation
- Monthly financial statements
- Expense tracking & categorization
- Monthly consultation call
Deluxe Package
First month just $150 · then $299/mo
+ QuickBooks Online subscription required (billed separately by Intuit, ~$30/mo)
- Everything in Basic
- Accounts Receivable / Payable
- Customized reports
- Tax preparation support
- Sales tax & quarterly taxes
- Invoicing for your clients
Catch-Up Cleanup
One-time service
Behind on your books? We'll reconcile your accounts from January 1st to today so you start clean.
- Full account reconciliation
- Bank & credit card cleanup
- January 1st to current date
- Clean starting point for ongoing service
The Client Journey
How It Works
From sign-up to your first monthly report, here's exactly what to expect when you become a JAPH Bookkeeping client.
Choose Your Package
Select the plan that fits your business size and needs. Basic, Deluxe, or a one-time Catch-Up Cleanup to get started fresh.
Sign Your Engagement Letter
Review and sign your client engagement letter, which outlines the scope of services, fees, and our mutual responsibilities.
Receive Your Welcome Letter
You'll receive a personalized welcome letter with your client portal login credentials, document checklist, and next steps.
Upload Your Documents
Use your secure client portal to upload bank statements, receipts, and any other financial documents we need to get started.
Access Your Reports
Each month, your completed financial reports are uploaded to your private portal — available anytime, from any device.
Your Secure Workspace
Your Private
Client Portal
Every JAPH Bookkeeping client receives access to a private, encrypted workspace. Upload your documents, receive your monthly reports, and communicate with your bookkeeper — all in one secure place. Your data is never shared and never mixed with another client's workspace.
Ready to Get Organized?
Let's Clean Up Your Books
Contact us today for a free consultation. We'll assess your current situation and recommend the right package for your business.
JAPH Bookkeeping Services is a division of JAPH Investments, LLC. Bookkeeping and tax preparation services are provided for informational and organizational purposes. Services do not constitute legal or investment advice. Consult a licensed CPA or attorney for complex financial matters.