Stay in Control of Your Money, Power Your Business Growth
Accurate bookkeeping isn’t just a task; it’s the crucial foundation of every successful business. Without it, you’re navigating your financial landscape blind, hindering your growth potential.
At Juanita Bookkeeping Group, we offer tailored solutions designed specifically to help your business thrive. Whether you’re a brand-new venture needing a complete financial setup or an established company facing bookkeeping challenges, we are here to troubleshoot and provide clarity.
How We Help You Succeed:
Relieve the Burden: We handle the cumbersome bookkeeping functions, freeing up your time and energy.
Focus on Core Growth: You concentrate on innovation and client relationships; we handle the ledgers.
Data-Driven Decisions: We provide consistent, accurate financial insights so you can make informed moves.
Our Comprehensive Bookkeeping Services
We believe financial transparency is essential for tracking performance and planning for the future. Our expert team supports your business through every stage of the financial cycle.
1. Accounts Payable (AP) Management
We manage your vendor relationships with precision to ensure your credit remains spotless and your bills are paid on time.
Invoice Processing: Input and classification of vendor invoices to the proper General Ledger (G/L) accounts.
Payment Preparation: Timely disbursements and vendor statement reconciliation.
Compliance: Requesting and maintaining vendor W-9s and filing 1099 forms.
Reporting: Detailed aged payables and cash requirement reports.
2. Accounts Receivable (AR) Solutions
Streamline your invoicing and optimize your cash flow.
Invoicing & Data Entry: Prompt billing to ensure you get paid faster.
AR Aging Reports: Clear insights into outstanding payments.
Revenue Tracking: Accurate recording of daily credit card deposits and merchant accounts.
Adjustments: Professional processing of client-approved adjustments.
3. General Bookkeeping & Maintenance
Our core services keep your records audit-ready and up-to-date.
Account Reconciliation: Monthly reconciliation of bank statements, credit cards, and transfers.
Transaction Entry: Real-time recording of sales, purchases, and expenses.
Ledger Maintenance: Preparation of journal entries and general ledger oversight.
Budgeting: Support for your annual budget and forecasting needs.
4. Financial Reporting & Tax Support
Gain a 360-degree view of your business’s financial health.
Monthly/Quarterly Reports: Internal insights, Balance Sheets, and Trial Balances.
Custom Reporting: Additional data visualization based on your specific business needs.
Quarterly Tax Filing: Expert handling of Sales & Use Tax, as well as Local and State Tax filings.
Frequently Asked Questions
Find answers to common questions about how Juanita Bookkeeping Group handles your financial health and helps your business thrive.
General Questions
What exactly does a bookkeeper do? A bookkeeper records all financial transactions, reconciles bank statements, and ensures your “scorecard”—your financial statements—is accurate. We handle the day-to-day data so your Tax Consultant can focus on high-level strategy and filing.
Why should I outsource my bookkeeping? Outsourcing saves you the cost of a full-time employee while giving you professional expertise. It reclaims your time, reduces errors, and ensures you never miss a deduction.
Is my data secure? Absolutely. We use bank-level encryption through cloud-based platforms like QuickBooks. Your privacy and security are our top priorities.
Process & Pricing
How do we work together remotely? We use a 100% remote workflow. You provide “Read-Only” access to your financial accounts. We handle the rest and deliver your reports digitally each month.
What if I’m behind on my books? Don’t worry—you aren’t alone! We specialize in Catch-Up and Cleanup services. We can dive into months (or years) of backlogged data to get you current and tax-ready.
Do you handle my taxes? We focus exclusively on bookkeeping to ensure your records are perfect. We provide Tax-Ready Books, which you can hand directly to your Tax Consultant for a seamless filing experience.
Take Control of Your Financial Future Today
Don’t let financial complexities hold you back. Partner with Juanita Bookkeeping Group and take confident control of your money.
