Everything you need to know about working with Bookkeeping by Prismatic Jess — before you ever book a call.
Schedule a free 15-minute discovery call through Calendly (click "Book Free Call" above). When you schedule, you'll receive a short pre-screening questionnaire — fill it out before the call so Jessica comes prepared. If it's a good fit, the next step is a QBO Diagnostic Review.
The diagnostic review is a thorough review of your existing QuickBooks Online account — transactions, bank reconciliations, A/R and A/P aging, fixed assets, and overall data accuracy. Required for existing QBO users because it establishes a clean, accurate baseline before starting monthly services. Cost: $500 one-time.
Jessica schedules a 45-minute Zoom to present findings, give recommendations, outline any necessary clean-up work, and offer a customized monthly bookkeeping package tailored to your specific needs. After that, your only monthly task is uploading statements through a secure private link.
No problem. Clean-up and catch-up services are available regardless of how far behind you are. The process starts with a $500 QBO diagnostic review to assess the scope, followed by a detailed quote for any clean-up work needed.
Yes. Jessica works exclusively with QuickBooks Online — the industry standard, cloud-based, and meaning you always own your data and can access it from anywhere. If you're not on QBO yet, she offers a New Account Setup service to get you started correctly from day one.
Monthly transaction categorization, account reconciliation, and financial reporting (P&L, balance sheet, cash flow). Also: QBO diagnostic reviews ($500 one-time), clean-up and catch-up bookkeeping, new QBO account setup, payroll reconciliation, sales tax reconciliation, A/R and A/P review, general ledger maintenance, third-party app reconciliation, and CPA coordination — all 100% virtual.
Monthly bookkeeping packages start at $500 per month. Each package is customized to your business's individual needs — pricing determined after the diagnostic review based on actual scope of work. No annual contracts, no hidden fees. Simple monthly billing.
No annual contracts. Month-to-month with no hidden fees. The goal is to deliver bookkeeping valuable enough that you want to stay — not because you're locked in.
Every month: a Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows — plus any relevant management reports based on your specific package. Delivered after all accounts have been reconciled and all transactions reviewed.
Custom proposals are created based on your specific needs. No two businesses are exactly alike — the diagnostic review process is specifically designed to uncover your unique situation before a package is proposed.
No problem. Clean-up and catch-up services are available regardless of how far behind you are. The process starts with the $500 QBO diagnostic review to assess full scope — then a detailed quote for any clean-up or catch-up work needed before starting monthly services. No judgment here — this is one of the most common reasons people reach out.
Books are updated monthly. All transactions reviewed and categorized, all accounts reconciled to source documents, and management reports prepared and delivered — every single month without exception.
Yes — always. You own your QuickBooks Online data 100%. You have full, unrestricted access to your QBO account at all times, 24/7, from any device.
You'll upload bank statements and any relevant documents to a secure, personalized private link. That's your only monthly task. If Jessica has questions, she'll send a quick email. No meetings required unless there's something worth discussing.
Reach out any time with questions about your reports or transactions. Part of the service is making sure you understand what your numbers are telling you — not just handing you a report and walking away.
You work directly with Jessica Croft — a Certified QuickBooks Online ProAdvisor with over 25 years of experience. No junior staff, no outsourcing, no rotation. One expert, consistent relationship.
Jessica is not a CPA and does not file taxes. She is a Certified QuickBooks Online ProAdvisor who ensures your books and reports are accurate and up-to-date so you can hand them to your CPA at tax time without scrambling. She also coordinates directly with CPAs on behalf of clients.
Based in Titusville, Florida — serving clients nationwide. All services delivered 100% virtually through QuickBooks Online. Location is never a barrier to working together.
Service-based businesses: pest control, plumbing, landscaping, nurse practitioners, dog boarding and grooming, veterinary practices, therapists and counselors, contractor trades, moving and junk removal companies, and more. If your business provides a service, this is likely a strong fit.
Documents are uploaded through a secure, personalized private link — never email. Jessica carries Errors & Omissions insurance with a dedicated cybersecurity rider. This level of protection is not standard among virtual bookkeepers — it's a deliberate choice to protect clients. You always retain full ownership and 24/7 access to your QuickBooks Online data.
Most small businesses don't have the revenue or consistent workload to justify a full-time in-house bookkeeper. A virtual bookkeeper is significantly more cost-effective — experienced professional with the right expertise, without the overhead of hiring, onboarding, training, benefits, payroll taxes, and employment liabilities. Expert results at a fraction of the cost, with no management burden.
Book a free discovery call and ask Jessica directly. No pressure, no commitment.
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No contracts · No hidden fees