Organized Today.

Stronger Tomorrow.

Professional bookkeeping, accounting, and tax preparation for small businesses and entrepreneurs — with a secure client portal built right in.

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.

Financial Reporting

Monthly profit & loss statements, balance sheets, and cash flow reports that give you a clear picture of your business health.

Tax Preparation

Individual and business tax preparation with a focus on maximizing deductions and minimizing liability. Federal and state returns.

Accounting Consultation

Strategic financial guidance to help you make informed business decisions. We analyze your numbers and translate them into actionable insights.

Bookkeeping Packages

Simple monthly subscriptions. Cancel anytime. No hidden fees.

Essential Package

$199/m

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

$299/m

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

$300

× months behind.

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

How It Works

Step 1

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.

Step 2

Sign Your Engagement Letter

Review and sign your client engagement letter, which outlines the scope of services, fees, and our mutual responsibilities.

Step 3

Receive Your Welcome Letter

You'll receive a personalized welcome letter with your client portal login credentials, document checklist, and next steps.

Step 4

Upload Your Documents

Use your secure client portal to upload bank statements, receipts, and any other financial documents we need to get started.

Step 5

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.

  • Bank-level encryption for all documents

  • Private, isolated workspace per client

  • Secure document upload from any device

  • Monthly reports delivered to your portal

  • Direct messaging with your bookkeeper

  • Access your financial history anytime

Take the First Step

Ready to Build Your

Financial Legacy?

Whether you need bookkeeping support, real estate guidance, or mortgage financing — JAPH Investments is your comprehensive financial partner.

A comprehensive financial services company dedicated to building wealth and growing legacies for our clients.

JAPH Real Estate Services Disclosure: JAPH Real Estate Services is a personal brand operated by licensed real estate agents and mortgage loan officers affiliated with their respective supervising brokers. Pamela Henry (NMLS #2593168) is a licensed mortgage loan advisor with Coast2Coast Mortgage Lending, licensed in Texas, Louisiana, and Illinois. Joseph Henry, REALTOR® (SA #850135, NMLS #2765078), is affiliated with HomeRock Realty LLC, 24624 Interstate 45 North, Suite 120, Spring, TX 77386 | (713) 459-6546. All real estate and mortgage services are provided by licensed professionals under the supervision of their affiliated brokerages. This website does not constitute an independent real estate brokerage. Equal Housing Opportunity. Equal Housing Lender.

JAPH Business Funding Disclosure: JAPH Business Funding is a marketing brand operated as a division of JAPH Investments, LLC. Business funding referrals are provided through third-party lenders and marketplace partners. JAPH Business Funding does not make lending decisions. All credit decisions are made by the individual lenders. Not all products are available in all states. Terms and availability subject to change.

JAPH Bookkeeping Services Disclosure: JAPH Bookkeeping Services provides bookkeeping, accounting, and tax preparation services. Services provided are not a substitute for legal or investment advice.

Copyright 2026. JAPH Investments. All Rights Reserved.