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Bookkeeping is the foundation. It is the disciplined, ongoing recording of what actually happened in your business — every sale, expense, and bank transaction — organized so it can be trusted later.
The basics
Bookkeeping services record and reconcile every sale, expense, and bank or card transaction so your records stay accurate and current. Juris CFO handles this remotely, leaving you with organized books ready for accounting review or tax preparation.
Outsourced bookkeeping services keep your ledger current without an in-house hire. Transactions are recorded, categorized, and matched to bank and card statements, and anything unusual is queried with you before it becomes a year-end surprise.
Small business bookkeeping services suit owners who are short on time for data entry, and businesses whose accountant would rather advise than fix records. Clean books also make later reporting and tax preparation faster.
How it works
Online bookkeeping services are delivered remotely: you securely share statements and documents, and our team records and reconciles them. Virtual bookkeeping services follow the same model, with a remote team in place of a desk in your office.
Monthly bookkeeping services run on a regular cadence, with reconciliation after each statement closes. Cost depends on transaction volume, accounts, entities, and the state of your records, so Juris CFO gives a tailored quote after a short consultation, with final scope confirmed before work begins.
What's included
What you get
Custom quote — scoped to your needs
Good fit
Not included
Before you reach out
The cost depends on transaction volume, the number of bank and card accounts, how many entities are covered, and how clean your existing records are. Juris CFO provides a tailored quote after a short consultation rather than a fixed public price. Combining services is scoped together.
A bookkeeper records and categorizes transactions, reconciles bank and card statements, and organizes source documents. Juris CFO keeps these records current so the owner, accountant, or tax preparer can rely on them without cleaning up first. It does not interpret performance or file returns; those belong to accounting and taxation.
You likely do if accounts are unreconciled, expenses are uncategorized, or tax time is a scramble. Very small businesses with few transactions may self-manage for a while. Juris CFO can help you judge when professional bookkeeping becomes worthwhile, and a short consultation is a low-pressure way to find out.
Ongoing bookkeeping maintains records that are already current. Catch-up work rebuilds records that have fallen behind, sometimes over many months. Juris CFO can scope either, and the amount of catch-up needed is a key driver of the quote. Mixing personal and business spending also adds clean-up, so separate accounts help.
Typically bank and credit card statements or read-only feeds, invoices, receipts, and a list of your accounts. Juris CFO confirms exactly what is needed during the consultation, so you do not have to gather everything in advance. Prior-period records help if they exist. If some records are missing, say so; recovering them is part of scoping the work.
Not quite right?
Turning recorded transactions into reviewed, reconciled, and explained financial performance.
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