Virtual QBO Bookkeeping Services - Prismatic Jess

Virtual QBO Bookkeeping Services for Service Based Business Owners

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Hi I'm Jessica!

I’m a certified QuickBooks Online ProAdvisor with over 25 years of experience in bookkeeping and business management. I help service based business owners making $250k per year or more in revenue to regain 15-20 hours per month of their time to invest in running and growing their business. I also show my clients how to use their reports as a resource to make informed decisions in their business. Let me handle the books so you can handle your business!

You’re in the right place if you…

are ready to remove the overwhelm and anxiety about your business finances, bookkeeping, tracking deductions, and staying off the IRS radar by having an expert provide you with reliable systems that ensure you can regain your time and peace of mind instead of looking over your shoulder.
struggle to keep your finances organized and up-to-date.
know that you are spending WAY too much time on bookkeeping tasks rather than focusing on what you do best.
are tired of spinning your wheels trying to learn accounting software and find yourself wondering if transactions are recorded correctly, or how to reconcile accounts, or if you're following proper workflows.
know there is something "not quite right" with your books or reports but can't put your finger on where the issues lie.
feel overwhelmed with the record keeping and completely unorganized.
want to eliminate the confusion and embarrassment of wondering whether your books are up-to-date and accurate so you can put aside the guesswork and focus on making informed and responsible business decisions.
are ready to remove the fear and confusion about financial statements by having someone explain it in layman's terms so that numbers, financials, and profits are no longer a mystery but instead a source of relief that allows you to feel more powerful and in control to make a bigger impact with your business.
want to eradicate feeling vulnerable and exposed about your numbers and instead be provided with systems to have an accurate financial snapshot of your business at any time so that you can obtain business financing, make major purchases, see where cuts should be made, and gain the edge in growing your business profitably.
are already using or willing to switch to QuickBooks Online®.

How I Can Help You:

Virtual Cloud-based Accounting

I work exclusively with QuickBooks Online, which is the industry standard in cloud based financial management software for small to medium sized businesses. This means that you always own your data and can access it at anytime from anywhere.

Detailed Record Keeping

Let me handle the data entry so you can focus on growing your business. There are specialized monthly bookkeeping packages available as well as a la carte services to suit the needs of every business.

Accurate Monthly Books

Every month your transactions will be reviewed and categorized, your accounts will be reconciled, and you will be provided with detailed management reports. This means that you will always have peace of mind knowing your books are up-to-date and accurate.

Clear Financial Reports

Your books will be updated on a monthly basis. All accounts will be reconciled to source documents. You will receive monthly management reports to include a balance sheet, profit and loss statement, and statement of cash flows. You can rest easy knowing exactly where your business stands, compare your figures month to month, and be fully prepared come tax time.

How does it work?

Step 1: Free 15-Minute Discovery Call and Client Pre-Screening Questionnaire

The first step is to schedule a discovery call by clicking "Book Your Free Discovery Call", which will take you to my Calendly link to schedule your appointment. When you schedule your call, you will also receive a link to a quick client pre-screening questionnaire. Fill this out to let me know a little bit about you, your business, and your bookkeeping needs so I can be prepared for our call. If we agree that we're a good fit to work together, the next step is a diagnostic review.

Step 2: Diagnostic Review

The next step is for me to perform a diagnostic review of your QuickBooks Online account. For a small investment of just $500, you can learn what is wrong in your books, get guidance on how to fix the issues, and avoid surprises and guesswork when starting services. I will send you instructions to provide me with accountant access to your file and do a thorough "check under the hood" of your books. A diagnostic review includes reviewing transactions, bank reconciliations, accounts receivable aging, accounts payable aging, fixed assets, revenue and expense accounts and overall data accuracy. This will allow me to provide an in-depth scope of work and bookkeeping package that makes sense for your individual business needs.

Step 3: Receive a Customized Bookkeeping Package

The last step is to attend a 45-minute Zoom meeting with me where I will present my findings, give recommendations, provide a detailed scope of work for any necessary clean-up or catch-up work, and offer a customized monthly bookkeeping package that will best meet your individual needs. Monthly bookkeeping packages start as low as $500 per month. All you'll need to do each month is upload your statements to your secure private link I provide. If I have any questions, I will send you a quick email. That's it! You get to put your focus back into doing what you do best, and I'll handle the rest.

Jessica is skilled, knowledgeable, and if there is an issue that needs some investigation, she will find it! I've worked with her for years. She is the absolute best! I trust my accounts are done correctly when in her hands!

Jessica had done some subcontractor bookkeeping work assisting with clean-ups and monthly bookkeeping for some of my clients. She was a big help and I would work with her again!

Bookkeeping by Prismatic Jess has been a game-changer for my business. Jessica delivers accurate, timely financials and communicates exceptionally well. I always know where my business stands—she’s truly part of my team. If you’ve been putting off bookkeeping, hire her—you won’t regret it!