Frequently Asked Questions

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Jay Ledger Co. provides comprehensive bookkeeping services, including transaction recording, account reconciliation, monthly financial reporting, and ongoing record maintenance. Services are tailored to each client’s needs to ensure accurate, well‑organized financial records throughout the year.

We primarily work with small to mid‑sized businesses and independent professionals who value accurate bookkeeping and clear financial insight. Our clients span a variety of industries and rely on consistent, dependable support to manage their day‑to‑day financial operations.

Monthly bookkeeping services generally include transaction review and categorization, bank and credit card reconciliations, and preparation of standard financial reports. Clients can expect records that are current, organized, and ready for review or tax preparation.

Yes. Jay Ledger Co. works with clients remotely, allowing for secure and efficient bookkeeping services regardless of location. This approach ensures timely support while maintaining flexibility and convenience for our clients.

We communicate through secure email, accounting software platforms, and scheduled check‑ins as needed. Our goal is to remain accessible and responsive while keeping communication clear and efficient.

Pricing is based on the scope and complexity of the services required. We offer straightforward, transparent pricing designed to provide consistent value and avoid surprises. Each client engagement is structured to reflect their specific bookkeeping needs.

Bookkeeping services are typically provided on a recurring basis to ensure accuracy and consistency. Engagement details are discussed upfront so expectations are clearly defined from the start.

We work with QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time and QuickBooks Elite. We are also able to integrate additional software to fit your business needs. Our focus is on using tools that support accurate reporting and seamless collaboration with clients and tax professional.

Absolutely. We coordinate with CPAs and tax preparers to ensure financial records are organized and tax‑ready, helping streamline the year‑end and filing processes.

Jay Ledger Co. focuses on bookkeeping services and does not provide tax preparation or filing. However, we maintain records in a format that supports efficient collaboration with your chosen tax professional.

We take confidentiality and data security seriously. Client financial information is handled with discretion and maintained using secure systems and best practices designed to protect sensitive data.

Getting started begins with an initial conversation to understand your business, current records, and bookkeeping needs. From there, we establish a clear scope of services and a process designed to keep your finances organized and up to date.