Monthly Bookkeeping for Med Spas, Practices and Service Businesses
Your books, caught up and accurate every single month.
I reconcile your accounts, send you clean reports and file your sales tax, so you can stop wondering if your numbers are right. And you'll never have to learn QuickBooks!
Sound familiar?
You keep meaning to do the books, and then another month goes by
Receipts are piling up in your email, your car and your phone
You dread tax season every single year
You're not sure your numbers are right, so you don't trust them
What monthly bookkeeping feels like
Organized. Your books are caught up every month, not once a year.
Less overwhelm. About 15 minutes a week answering quick questions, and that's it.
Calm at tax time. Your tax pro gets clean, tax ready books and you're not scrambling.
Confident. You can trust your numbers when you make decisions.
Who I work with
Med spas and aesthetic practices
Therapy, physical, occupational and speech therapy practices
Psych and telehealth NPs
Interior designers (sales tax included!)
Virtual assistant and marketing agencies
Landscaping and home service companies
Coaches, consultants and other service based businesses
What's included
Transaction categorization
Monthly bank and credit card reconciliations
Monthly reports: P&L, balance sheet and cash flow
Sales tax filing, if your business needs it
A client portal for your questions, so nothing gets lost in texts or email
Add ons: payroll, AP and AR support
Your monthly rhythm
You upload. Receipts and supplier invoices go in your client portal, or set your supplier emails to forward automatically.
I ask. I send a few quick questions through your portal. Most clients spend about 15 minutes a week.
Books closed. Everything is categorized and reconciled.
You get your reports. Clean, accurate numbers every month, ready for your tax pro.
What clients say
"Working with Jessica has taken a huge burden of the monthly financials off my plate as a solo entrepreneur." Melissa
"I don't know where my business would be if Jessica wasn't looking at my numbers." Kerry
"I was lost and feeling overwhelmed. Jessica was kind, easy to work with, knowledgeable, and patient with my many questions." Emily
I’m Jessie.
Hey!
I'm the bookkeeper who explains it, so you finally understand your numbers.
Before bookkeeping, I spent years as a floor nurse and nurse practitioner, including time in oncology, the ER and two vein clinics. When a med spa or practice owner talks about providers, patients and appointments, I already speak the language!
I'm also a homeschool mom of four, and I build my business around my life, not my life around my business. Paying close attention to my own profit margins added about $9,000 in profit to my business this year. I want that same clarity for y'all.
Board Certified Nurse Practitioner · Boulevard and Jane App experience · Sales tax filing included · Fathom reporting
I was lost and feeling overwhelmed. Jessica was kind, easy to work with, knowledgeable, and patient with my many questions. I would highly recommend Jessica for any of your QBO or accounting needs!
— Emily
Pricing
Monthly bookkeeping starts at $497/month. Your exact price depends on the size of your business, and you'll get it on our call. If you're behind, we start with a cleanup first.
Ready for more than the books?
Growth Advisory adds a monthly strategy call, Fathom reporting and profit by service, so you know which services make money and what to do next.
Questions
Do I need a cleanup first?
Only if you're behind. We'll figure that out on our call.
Do I need to learn QuickBooks?
Nope! I handle the books for you.
How do we communicate?
Through your client portal. You can send questions anytime.
Do you do payroll?
Payroll support is available as an add on.
Do you file my taxes?
No. I keep your books tax ready and hand them to your tax pro.
Let's get your books off your plate!
Book your free 30 minute call. We'll pull up your QuickBooks together and you'll know your price before we hang up.
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Let’s Be Friends!
