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Bookkeeping & Tax Services Support

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Empowering Entrepreneurs Through Financial Clarity

At Jill Cooper Bookkeeping & Tax Services, our mission is to provide not just financial accuracy but confidence and empowerment. We understand that managing your business finances impacts your peace of mind, career goals, and overall wellness. That’s why our service model is rooted in coaching-style support that’s proactive, educational, and truly collaborative.

🧾 Bookkeeping Services

We help you master the numbers, so you can focus on growth.

Core Services:

Monthly or Quarterly Bookkeeping
Transaction Categorization & Reconciliation
Accounts Payable & Receivable Oversight
Financial Reporting & Budget Reviews
Catch-Up & Clean-Up Services
QuickBooks Setup & Training (ProAdvisor)

Each service is designed to bring visibility to your finances, boost your confidence, and support better decision-making.

🧾 Tax Preparation & Planning

Stay compliant while unlocking every possible savings opportunity.

Tax Filing Support

Individual Returns (Form 1040)

Business Returns for LLCs, S-Corps, and Nonprofits

State and Local Compliance

Strategic Tax Planning

Quarterly Estimate Guidance

Entity Formation Consultations

Deduction & Credit Planning

Year-End Review & Filing Prep

🧾 Tiered Bookkeeping Services

🟢 BASIC PLAN

(additional costs may apply)
  • Up to 50 Transactions Monthly
  • Bank + Credit Card Account
  • Reconciliation of Bank & credit card statements
  • Reports submissions & Forecasting
  • Financial statement preparation (P&L, Balance Sheet, Cash Flow)
  • Review and classify new transactions
  • Close Monthly Bookkeeping

🟡 STANDARD PLAN

 (additional costs may apply)

50 to 175 Transactions Monthly

Financial statement preparation (P&L, Balance Sheet, Cash Flow)

Transaction categorization Chart of Accounts (monthly/weekly)

Bank & credit card reconciliation 

Accounts receivable & Accounts payable Aging report

Liability Loan Statement tracking

1099 Vendor Notices

Close Monthly Bookkeeping

🔴 PREMIUM PLAN

(additional costs may apply)
  • Advanced Bookkeeping Services (Tax Advisory Services)
  • Transaction categorization Chart of Accounts (monthly/weekly)
  • Accounts receivable Aging report & Accounts payable tracking
  • Class/Job costing (for construction or projects)
  • Payroll processing
  • Sales tax filing
  • Budgeting & forecasting
  • Bank & credit card reconciliation 
  • Financial statement preparation (P&L, Balance Sheet, Cash Flow)
  • Reconciliation of Bank & credit card statements
  • Liability Loan Statements tracking
  • 1099 Vendor Notices
  • Close Monthly Bookkeeping

🧾 Payroll Solutions with Personal Support

We partner with platforms like Gusto & Intuit to provide seamless management of QuickBooks, TaxPrepOffice, and Gusto for payroll.

Plans

Basic: $300–$475/month (Up to 5 employees, W-2/1099, Direct Deposit)

Standard: $400–$650/month (Up to 15 employees, onboarding help, quarterly filings)

Premium: $1,800–$2,500+/month (Unlimited employees, multi-state, audit support)

 Add-On Payroll Options

New Hire Reporting: $25/employee

Tax Notice Responses:
Monthly Payroll Summary

🧾 Advisory That Feels Like Coaching

What makes our service unique is the approach. We guide clients like a coach—not just a provider. You’ll get:

Clear answers to complex financial questions

Step-by-step support to help you stay compliant

Insights to improve business wellness, not just performance

Jill Cooper

Let’s build your financial foundation with coaching-driven support.

  Book Your Free Consult

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