Jewels Bookkeeping
A clear faceted jewel resting on an open accounting ledger

QuickBooks ProAdvisor Certified

Clarity, cut cleanly from a cluttered ledger.

General bookkeeping, reconciliation, reporting, and cleanups for small businesses—precise, dependable, and easy to understand.

See monthly plans Explore services

Services

Careful organization, made visible.

Every engagement is built around reconciling the truth of your accounts, then reporting it so decisions become easier.

Disorganized receipts and ledgers being sorted into order
01

Book cleanup / catch up

Bring a backlog back to a clean, reconciled state.

A balanced open ledger with a calculator and bank statements
02

Monthly bookkeeping & reconciliation

Bank, card, and credit accounts kept balanced.

Financial reports with profit and loss statements and charts
03

Financial reporting

Profit and loss, balance sheet, and cash flow reporting.

A personal financial planning worksheet with goal charts
04

Personal financial planning

Understand where your money stands and where it can go.

A laptop showing an accounting software advisory dashboard
05

QuickBooks consulting

Advisory help so your books answer the right questions.

A new company setup screen with a chart of accounts diagram
06

QuickBooks setup

A correct company file, chart of accounts, and opening balances.

A hands-on training session with a laptop and notebook
07

QuickBooks training

Confident, hands-on guidance using your own books.

A startup business plan with a financial system blueprint
08

Startup consulting

Structure your financial systems correctly from day one.

Pricing

Monthly plans, sized to your volume.

Transparent tiers for steady support. Cleanups and sales-tax filings are priced separately.

Small Business

$300 /mo

Up to 50 transactions / month

  • Categorization for 1–2 accounts
  • Monthly bank and credit card reconciliation
  • Basic Profit & Loss report
  • Email support
Choose Small
Most popular

Medium Business

$500 /mo

Up to 100 transactions / month

  • Everything in Small
  • Accounts Payable tracking
  • Up to 3 bank or credit card accounts
  • Payroll data entry and receipt matching
  • Monthly Balance Sheet, P&L and cash flow reports
Choose Medium

Large Business

$1,000 /mo

Up to 300 transactions / month

  • Everything in Medium
  • Payroll processing
  • Weekly strategy sessions
  • Quarterly financial review meetings
  • A/R and A/P management plus bill payment
Choose Large

Cleanup / catch up

By tier

One month of service for every month behind. A 3-month Medium backlog is $1,500.

Sales tax filing

$100

Available as an add-on to any plan, per filing period.

A tidy bookkeeping workspace with a ledger and financial reports

About

A clearer view of your business starts here.

Jewels Bookkeeping focuses on general bookkeeping, reconciliation, and cleanups. Julia Sanchez is a certified QuickBooks ProAdvisor and is currently working toward Xero certification. Whether you are catching up or starting fresh, the goal is the same: accurate books that make your next decision clearer.

QuickBooks ProAdvisorXero certification in progressSmall-business focused

FAQ

The practical questions, answered.

Let’s talk

Let’s make your books as\nclear as a well-cut stone.

Share your monthly transaction volume, and Julia will\u00a0\nhelp identify the right plan and cleanup timeline.

Email Julia 443·990·6464