Services
Practical bookkeeping and financial support tailored to the needs of your small business or nonprofit organization.
QuickBooks Online Setup
An organized QuickBooks Online subscription foundation customized to your financial needs.
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QuickBooks Online account setup and configuration
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Customized Chart of Accounts
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Bank and credit card setup, with optional account connections
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Customer and vendor setup
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Products and services setup, as applicable
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Bookkeeping workflow configuration
On-Going Bookkeeping & Financial Records
Reliable, organized financial recordkeeping so your books stay accurate, current, and useful.
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Transaction entry and categorization
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Bank account and credit card reconciliations
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Accounts payable and bill management
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Accounts receivable and invoicing
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Income and expense entry
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Monthly financial statements
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Tax documentation and record organization
Catch-Up & Cleanup Bookkeeping
Get overdue or disorganized books back on track by resolving errors and missing or incomplete records.
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Review of existing books for errors
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Correction of inaccurate or duplicate entries
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Identification of missing transactions and records
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Resolutions of unreconciled accounts
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Chart of Accounts cleanup and restructuring
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Prior-period bookkeeping brought up to date
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Bookkeeping setup if starting from scratch
Nonprofit Financial Support
Financial recordkeeping tailored to the unique reporting and tracking needs of nonprofit organizations.
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Donation and contribution recordkeeping
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Donor acknowledgement letters
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Grant and restricted fund tracking
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Fundraising campaign tracking
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Contribution reporting
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Program and event income and expense entry
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Monthly nonprofit financial statements
Financial Operations Support
Practical support for the financial and administrative processes that compliment your day-to-day bookkeeping.
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Payroll processing and W-2 tax documentation
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Contractor payment administration and 1099 tax documentation
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Employee and contractor onboarding
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Vendor record management
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Financial document organization
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Coordination with tax and accounting professionals
Tax Reporting Support
Organized financial records and documentation to support accurate and efficient tax reporting.
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Year-end financial record organization
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Year-end bookkeeping review
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Employee and contractor tax documentation
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Coordination of requested financial documents
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Bookkeeping support for tax professional questions
Please note: Jennifer Sherman is not a CPA or tax professional. JKS Business Solutions will provide the necessary documentation but does not prepare or file tax returns.