Services

The J. Layne Bookkeeping Process

At J. Layne Bookkeeping, we understand that every business is unique, and a one-size-fits-all approach won’t suffice. We believe in tailoring our services to align with your specific needs perfectly while giving you a comprehensive overview every step of the way.

Here’s what you can expect when you embark on your journey with us:

  • Discovery Call: Our initial step is to engage in a discovery call where I will gather essential information about your business and the specific services you require. This crucial conversation sets the stage for a personalized experience.
  • Customized Estimate: Following the discovery call, I will create an estimated price designed exclusively for your business and selected services. There is no generic pricing here; your estimate will reflect your unique circumstances.
  • Onboarding Process: Once you decide to move forward with J. Layne Bookkeeping, we will embark on the onboarding process. This is where we formalize our agreement, defining the services and associated pricing in detail.
  • Documentation Requirements: During onboarding, you can expect a list of necessary documents and other information required to manage your bookkeeping effectively. This ensures a smooth and organized partnership.
  • Minimal Account Access: We understand the importance of your financial security. Rest assured, our access to your accounts will be minimal, prioritizing your privacy and data security.

Our Services

We believe in a collaborative approach that puts your business’s unique requirements at the forefront. You can anticipate a tailored, transparent, and secure experience as we work together to meet your financial needs.

Monthly
Bookkeeping

Recommended for businesses with consistent revenue, that are seeking precision in their financial record-keeping and bookkeeping.

Whether you wish to maintain a hands-off approach or desire some level of involvement, trust that J. Layne Bookkeeping will classify transactions on a bi-weekly basis. We offer comprehensive accounts payable and accounts receivable services, including accurate recording of assets and liabilities. This package includes monthly reconciliations, tailored monthly or quarterly reports to align with your specific requirements, a complementary Quickbooks subscription, prompt and efficient email communication, and a host of additional benefits.

Bookkeeping
Cleanup

Ideal for entrepreneurs with neglected financial records who need their books reviewed, organized, and updated to ensure accuracy.

You’ve dedicated your time to growing your business, and in the process, your financial records haven’t received proper attention. Don’t worry — we see this all the time! Let us assist you in getting your records up to date and restoring your confidence in your financial organization and accuracy.

Business
Startup

We recommend this service for new businesses who need help creating a sound financial infrastructure and monthly record-keeping.

Congratulations on the launch of your new business! Let’s kickstart your journey on the path to success by crafting a tailored chart of accounts that seamlessly aligns with your business needs. We’ll guide you in selecting the most suitable accounting method, assist in opening the necessary bank accounts, and help you establish a clear strategy for recording transactions and receiving payments.

Let’s Get Started

We would love to connect with you. Let’s schedule a consultation to assess your needs and architect the right financial plan for your business.