Your Entrepreneur's Accountant
Hi, I'm Jake. With a Bachelor's in Accounting, 15 years of hands-on financial experience, and 7 years as an entrepreneur myself, I understand the pressure of running a business. I founded Jake's Accounting to give fellow owners the financial systems they need to succeed.
Are Your Financials Holding You Back?
As a successful founder, you're an expert at your craft. But as you grow, financial disorganization creates stress and uncertainty.
Feeling like you're "flying blind" with your numbers?
Unsure which of your clients are actually profitable?
Making critical decisions with unreliable data?
Constantly worried about cash flow, even when sales are good?
Dreading another chaotic tax season?
From Chaos to Control with a Managed Accounting System.
This isn't just bookkeeping. We go beyond recording transactions to build and run the entire financial system your business needs. We eliminate chaos by implementing professional-grade processes, giving you clarity, control, and data you can finally trust.
Your 90-Day Path to Financial Clarity
Diagnostic & Foundation
We'll clean up your books and deliver a "State of Your Business" report you can actually understand.
Process Implementation
You get your first professional financial package, including a clear analysis of which clients make you the most money.
Managed Rhythm
We move from setup to a smooth monthly rhythm of reporting and strategic reviews, so you're always in control.
From Overwhelmed to In Control: What Our Clients Say
"Since Jake got my books in order, it was pivotal in convincing an investor to come on board financially to help me take my company to the next level! Hire Jake, for peace of mind..."
- Ronald Coleman
"Jacob has been doing my books for a little over 10 years... I have multiple small businesses with revenue in the high six figures to low seven figures that Jacob takes care of for me, including payroll, taxes and accounting."
- Craig Guincho
Transparent Pricing
No hidden fees. A clear path to financial control for your business.
Our Pricing Philosophy: An Investment in Your Profitability
We view our service as an investment, not an expense. Our goal is for our fee to be offset by the value we provide—whether through identifying unnecessary costs, improving operational efficiency, or giving you the financial clarity to seize your most profitable opportunities. We're not just a vendor; we're your financial co-pilot, dedicated to your bottom line.
One-Time Engagement
System Diagnostic & Implementation
We begin every partnership with a one-time project to build a foundation of complete accuracy. We'll diagnose and clean up your historical books, streamline your chart of accounts, and integrate your core technology.
During this foundational phase, we also make a concerted effort to identify "quick wins"—opportunities to find savings or efficiencies that can help offset the cost of our service right from the start.
Monthly Partnership
(Begins after initial implementation)
Financial Clarity
The essential, reliable accounting function every successful business needs.
- Accurate Transaction Management
- Monthly Account Reconciliation
- Core Financial Statements (P&L, B/S)
- AP/AR Management
Managed Accounting
Move beyond historical reports to drive profitability with crucial analysis.
- Everything in Financial Clarity, plus:
- Client Profitability Analysis System
- Monthly Performance Dashboard
- 30-Minute Monthly Review Call
Managed Advisory
A deeply integrated financial partner to navigate growth and optimize strategy.
- Everything in Managed Accounting, plus:
- 13-Week Cash Flow Forecasting
- Annual Budget Development & Analysis
- Quarterly Strategic Review Call
Payroll Services
Reliable, full-service payroll processing to ensure your team is paid accurately and on time.
Includes up to 5 employees.
+$50/month for each additional employee.
Additional Services
Need help with something not listed? We can assist with special projects, advanced cleanup, or other unique financial needs on a case-by-case basis. We'll always provide a clear, upfront quote for any work outside of our standard monthly partnership.
Inquire About a ProjectFrequently Asked Questions
What's the difference between you and a regular bookkeeper or my CPA?
A regular bookkeeper primarily records historical transactions. Your CPA is a specialist focused on annual tax filing and compliance. We operate as your Managed Accountant, filling the critical gap between them. We build and run the entire financial *system* that gives you real-time clarity on profitability and cash flow, allowing you to make proactive decisions year-round. We then deliver pristine financials to your CPA, making tax time seamless.
My books are a mess. Are you sure you can handle them?
Absolutely. In fact, most of our clients come to us in that exact situation. Our mandatory "System Diagnostic & Implementation" project is specifically designed to tackle this. We'll untangle past transactions, clean up your books, and build a reliable system from the ground up, no matter the starting point.
Do I have to sign a long-term contract?
No. After the initial one-time implementation project, our monthly services are provided on a month-to-month basis. We believe in earning your business every month through the value and peace of mind we provide.
What accounting software do you use?
We are QuickBooks Certified and build our managed accounting systems exclusively on the QuickBooks Online platform. It provides the best combination of robust features, security, and third-party integrations for the service businesses we support.
Ready to Gain Control of Your Finances?
Let's build a financial system that empowers you to scale with confidence.
Schedule My Free AnalysisClicking will open a scheduling link. No pressure, just a conversation.