Tracking the Flow of Money

Yes. Bookkeeping sucks! But it is vital that you properly track the flow of money, especially if you have a small business.

At JDBC Tax Services, we don't teach you how to be a bookkeeper,

We Teach You How to Manage a System!

Step One

Understanding Your Business

We'll meet with you to discuss your business. We'll talk about...
  • What you do and how you do it
  • How you manage your day-to-day operations
  • Your current way of Tracking the Flow of Money
  • What your business goals are
  • And what your personal goals are

Step Two

Understanding The System

We'll put together a plan based upon the way your business operates and the systems we use and make our proposal how Books Coaching can help you and your business.

We'll work side by side with you to help you understand and implement the very basics of Tracking the Flow of Money and introduce you to how to manage a system instead of being a bookkeeper.

Step Three

Books Advisor Plan

We'll start working together on a Books Maintenance Plan
  • Set up Bookkeeping System to Track the Flow of Money
  • Schedule one-on-one Books Coaching sessions to get a quick start
  • Monitor your Books weekly to make sure the Flow is moving properly
  • Coach at your learning pace so you get the most information you can handle
  • Provide feedback and answer questions through email
  • Handle basic tasks for you until you're ready to handle it
  • Remind you of important due dates and compliance standards
  • Advise about opportunities to earn more or spend less money.

    Learn more about how JDBC Books - Books Coaching can Help Your Business

Bookkeeping in the Cloud

JDBC Tax Services uses and coaches QuickBooks Online.
Quickbooks Online takes the overbearing burden of bookkeeping and automates the process of tracking the flow of money. Image you don't have to enter every receipt or download reports from your bank. Or how about document every transaction when you sell something. And in a snapshot, it can tell you how your business is doing and where your money is coming from or going.

And the BEST part QuickBooks Online - You don't need to become a bookkeeper to use it!