Services

Your numbers, finally sorted out.

Services

Bookkeeping Services

Your books stay accurate and up to date, with monthly financial statements that simplify tax filing and give you the insight to make smarter business decisions.

    • Recording, classifying, and posting transactions

    • Reconcling account balances

    • Monthly financial statements (Income Statement & Balance Sheet)

    • Customized chart of accounts

    • Adjusting Entries

    • Year-end financials for your tax preparer

    • Prepare and file Year-End Forms 1099

    • Unlimited email support

    • Online secure file sharing portal

Controller Services

Beyond bookkeeping, our Controller Services provide oversight and account management to ensure proper policies, accurate financial reporting, and smooth payroll processing.

    • Monthly Bookkeeping

    • Payroll

    • Sales Tax

    • Accounts receivable management and invoicing

    • Accounts payable management and bill pay

    • Management of accounting and bookkeeping processes

    • Online secure file sharing portal

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Bookkeeping Cleanup

Our bookkeeping cleanup service gives your financial records a fresh start. We carefully review your company files to identify setup errors, discrepancies, and inefficiencies that may be holding your business back.

Once we uncover these issues, we provide clear recommendations and guidance to correct them, ensuring your books are accurate, organized, and compliant. With a solid foundation in place, you’ll have the reliable financial information you need to manage your business with confidence.

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Tax Preparation

Our professional tax preparation services are designed to take the stress out of filing season. We work with both individuals and businesses to ensure every return is accurate, compliant, and submitted on time.

By staying up to date on the latest tax laws and regulations, we help you minimize liabilities, maximize deductions, and avoid costly mistakes. With our team handling the details, you can feel confident that your taxes are prepared correctly and your financial interests are protected.

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FAQs

  • We offer Bookkeeping Services, Controller Services, Bookkeeping Cleanup, and Tax Preparation.

  • Yes—we do! Schedule a consultation call to see how we can help with your specific tax needs.

  • Accurate bookkeeping is the foundation of good business decisions. It helps you know when to cut costs, invest in opportunities, or plan for growth with confidence.

  • When you work with JDavis Bookkeeping, you can stop stressing about messy books, late nights with spreadsheets, and not knowing where your business stands. We provide accurate, reliable financials and peace of mind so you can focus on running your business.

  • Absolutely! We specialize in cleanup projects. Schedule a consultation call, and we’ll get your books back on track.