Monthly bookkeeping
Every transaction recorded and categorized each month, with clear reports.
R&J / US Services / Services
Services
Monthly plans for LLCs, contractors, restaurants and e-commerce. I don't file IRS returns: I hand everything to your CPA ready to go.
US Services
Your US business, in order.
Monthly plans for LLCs, contractors, restaurants and e-commerce. I don't file IRS returns: I hand everything to your CPA ready to go.
Bank reconciliation
Bank and card accounts matched against QuickBooks, to the penny.
QuickBooks setup & cleanup
QuickBooks Online set up from scratch, or years of messy books cleaned up by a ProAdvisor.
Inventory setup
Inventory tracking set up in QuickBooks so your cost of goods sold is real.
Payroll
Employee and contractor payroll through Gusto, ADP or Paychex, set up and booked correctly.
Catch-up bookkeeping
Months behind? I'll get you current without the panic.
Sales tax tracking
State-by-state sales tax tracking and reports, built into your books.
CPA-ready package
At year-end your CPA or tax preparer gets everything reconciled and documented.
QuickBooks ProAdvisor
Certified by Intuit.
I set up, clean up and optimize QuickBooks Online so your reports are reliable and you're always tax-ready.
- ✓Setup from scratchChart of accounts, bank feeds, rules and invoicing.
- ✓Cleanup & catch-upMonths or years of unreconciled books, fixed.
- ✓Reports you understandP&L, balance sheet and cash flow, explained monthly.
Software
I work in the tools you already use.
I connect to your bank, payroll and online store so everything flows into your books automatically. No manual data entry.
Accounting
QuickBooks
Intuit
Xero
Payroll
ADP
Paychex
Gusto
Sales & payments
Stripe
Shopify
Square
PayPal
Mexico & documents
SATServicio de Administración Tributaria
Dropbox
Logos are trademarks of their respective owners and shown only to indicate compatibility. R&J Consultants is not affiliated with them, except for the Intuit certifications listed.
Process
From chaos to clarity in four steps.
A simple onboarding, even if your books are months behind.
Month-end closeAUG 2026 · USD
$48,320+12.4%
- Bank reconciliation
- Payroll recorded
- Sales tax filed
- P&L delivered
QBOBooks reconciledTo the penny
CPATax-ready packageFor your tax preparer
- STEP 01
Free discovery call
30 minutes to review your books, entity type and what keeps you up at night.
- STEP 02
Custom proposal
A plan with scope, dates and a flat monthly fee. No hourly billing surprises.
- STEP 03
Onboarding & cleanup
I connect your banks, set up or clean up QuickBooks and catch up any backlog.
- STEP 04
Monthly close
Every month I reconcile, file and send clear reports so you can grow with confidence.
Your next step