3 Types of Bookkeeping Support We Offer (And How to Know Which One You Need)

Table of Contents

From setup to cleanup to monthly support, we offer flexible bookkeeping services tailored to your business stage. Learn how we can help you stay financially organized.

When it comes to bookkeeping, no two businesses are the same. Some are brand new and need help getting started. Others have years of data to untangle. Many are ready to hand off monthly financial tasks — but don’t know where to begin.

At JLLB Media, we understand that business owners are at different stages in their journey. That’s why we offer tailored bookkeeping services to match your current needs and goals — whether you’re starting fresh, cleaning up a mess, or maintaining solid systems month-to-month.

Let’s walk through the three types of bookkeeping support we offer, and how to know which one is right for you.

3 Types of Bookkeeping Support We Offer (And How to Know Which One You Need)
3 Types of Bookkeeping Support We Offer (And How to Know Which One You Need)

1. QuickBooks Setup + Chart of Accounts (Perfect for Startups and New Businesses)

You’re ready to take your business seriously — but your books are a blank slate. That’s the perfect time to start strong.

Our setup service includes:

  • Setting up your QuickBooks Online account
  • Creating and customizing your chart of accounts
  • Connecting bank and credit card feeds
  • Implementing best practices from day one
  • Basic training so you feel confident navigating your books

Why it matters:

  • Avoid costly errors from day one
  • Start with structure, not guesswork
  • Make tax time easy right from your first quarter

If you’re launching your business or have been operating informally (read: spreadsheets and Venmo), this is for you.

2. Cleanup and Reorganization (For Businesses with Messy or Outdated Books)

Your business is growing, but your books are a mess. Transactions are uncategorized. Invoices are scattered. Nothing reconciles.

Sound familiar?

Our cleanup service includes:

  • Reviewing and correcting past transactions
  • Reclassifying expenses and income as needed
  • Reconciling accounts with bank and credit statements
  • Organizing invoices and payments
  • Creating usable, up-to-date financial reports

Why it matters:

  • Know exactly where your business stands financially
  • Prepare for tax season without stress or penalties
  • Create a clean foundation to build from

If you’ve outgrown DIY or you’re behind on bookkeeping, cleanup is your reset button.

3. Monthly Bookkeeping (For Businesses Ready to Offload Financial Admin)

Your time is best spent serving clients, building offers, and growing your brand — not categorizing expenses or chasing invoices.

With monthly bookkeeping, we handle:

  • Ongoing transaction categorization
  • Monthly bank and credit card reconciliations
  • Invoicing and payment tracking (if needed)
  • Monthly financial reporting with insights
  • Optional support for payroll or inventory

Why it matters:

  • Stay organized and stress-free year-round
  • Catch issues before they become problems
  • Make confident decisions backed by real numbers

If you’re ready to take bookkeeping off your plate entirely, this is the support you’ve been waiting for.

Wherever You Are — We’ll Meet You There

Not every business needs the same bookkeeping plan. That’s why we offer flexible, tailored options:

  • One-time setup
  • One-time cleanup
  • Ongoing monthly support

Whether you need help building a financial system from scratch, cleaning up years of clutter, or maintaining clarity month after month — we’ve got you covered.

You don’t have to figure this out alone. Let us guide you to a simpler, more organized financial life.

📅 Book your 30-minute discovery call today
👉 https://jllbmedia.com/bookkeeping

Liked this post? Share with others!

Subscribe to our newsletter

We will not share or sell your information to any third parties.

Do you want to boost your business today?

We invite you to contact us today to learn how we can work together to drive results to your business.

We work with nonprofits, small business and startups alike. We will be happy to answer your questions during a complimentary discovery call.

NOW OFFERING

Are your finances clear and up to date?

Financial organization is the foundation for growing your business.
Discover how our bookkeeping services can save you time and headaches.

Send us a message