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Empowering your business with expert bookkeeping to drive financial success and help you achieve true work/life balance.
Stress-Free Bookkeeping & Financial Services with QuickBooks Online
Stress-Free Bookkeeping & Financial Services with QuickBooks Online
J.B. Green Bookkeeping takes the stress out of bookkeeping by harnessing the full power of QuickBooks Online to keep finances organized, accurate, and streamlined for solid business financial growth. With a highly personalized approach, I ensure that every client receives the individualized attention that they deserve. My roots run deep when it comes to assisting business owners from various industries, with an understanding of the challenges that businesses often face. Therefore, my clients deserve tailored, individualized services that are just as unique as they are.
QuickBooks Online Setup & Optimization
QuickBooks Online Setup & Optimization
Custom setup tailored to your industry and business structure
Automation of transactions and workflows for efficiency
Chart of accounts organization for clear financial tracking
Integration with payroll, invoicing, and tax apps for seamless operations
Tax Preparation & CPA-Ready Books
Tax Preparation & CPA-Ready Books
Preparing and reconciling books for stress-free tax filing
Organizing and categorizing tax-deductible expenses
Tax strategy & planning for year-round preparation
Sales tax reporting & compliance
Audit-ready financial organization
Offering tax-saving tips and guidance to reduce liabilities
Customized Solutions
Customized Solutions
Offering tailored solutions addressing the unique challenges and goals of each business
Industry-leading toolkit utilized to help business owners in prompt, efficient decision-making
Clients receive personalized support that aligns with their business goals at every stage
Financial Reporting & Strategic Insights
Financial Reporting & Strategic Insights
Generating custom financial reports beyond standard P&Ls and balance sheets
Cash flow forecasting to anticipate future financial needs
Identifying trends to help maximize profitability and cut unnecessary expenses
Industry-specific benchmarking to compare financial performance
Budgeting & Cash Flow Management
Budgeting & Cash Flow Management
Creating a tailored budget based on historical and projected data
Identifying areas for cost-saving and profitability improvements
Providing cash flow strategies to avoid shortages
Setting up financial dashboards for real-time tracking
Accounts Payable & Receivable Management
Accounts Payable & Receivable Management
Tracking and scheduling vendor payments to avoid late fees
Setting up invoicing systems for timely customer payments
Automating reminders for outstanding balances
Reporting on cash flow trends to optimize financial planning
Why Work with Me?
Why Work with Me?
✔ Business-First Approach – I don’t just crunch numbers; I provide strategic financial guidance
✔ QuickBooks Experience – Using advanced QBO tools other bookkeepers overlook
✔ Time-Saving Solutions – Helping you focus on growth while I handle the books
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A Personal Touch to Bookkeeping
A Personal Touch to Bookkeeping
My journey into bookkeeping began by growing up watching, learning and later working many years alongside my entrepreneurial father, who built two thriving companies. Watching his success sparked my passion for business and finance. After his passing, I transitioned from working alongside him and other industry professionals to forging my own path. A temporary bookkeeping role for a CPA led me to my true niche—helping business owners stay organized, compliant, and financially confident.
Over the years, I’ve worked with CPAs, CEOs, CFOs, and business owners across various industries, gaining deep expertise in financial management and operations. Today, I proudly offer comprehensive bookkeeping, payroll, AR/AP, consulting, marketing, website assistance and tax preparation services.
Please stay tuned, as I also have plans to expand into insurance advisory as a licensed Indiana insurance producer. My goal is to become a one-stop shop, cutting out overhead, saving precious time and money for my fellow entrepreneurs.
J.B. Green Bookkeeping takes client Privacy very seriously. If interested in working with me, please read over the Privacy Policy.
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