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Certified Quickbooks
ProAdvisor.
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Hi, I'm

Jake Yeaton

 I help small business owners save time and money by providing personalized bookkeeping services and expert guidance. With a hands-on approach and simple, effective tools, I take the hassle out of managing your finances—so you can focus on what matters most: growing your business.

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Services
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My Specializations

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Monthly Bookkeeping

Take the stress out of tracking your finances with my reliable monthly bookkeeping service. From organizing your expenses to reconciling accounts, I ensure your books are always accurate and up-to-date—giving you more time to focus on growing your business.

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Catch Up Bookkeeping

Behind on your bookkeeping? No problem! I’ll bring your financial records up to date quickly and accurately, helping you stay compliant and prepared for tax season or big business decisions.

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Emergency Bookkeeping Repair

Books in chaos? I specialize in swift, expert financial repair—reconstructing records, correcting errors, and reconciling accounts to deliver audit-ready results under tight deadlines. When precision and urgency matter most, I ensure your financials are back on track seamlessly.

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Simplifying Finances
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Personalized Bookkeeping
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Certified QuickBooks ProAdvisor
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Catch Up with Confidence
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Focus on Growth
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Bookkeeping Made Easy
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Your Financial Partner
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Ui/ux Design
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webflow
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framer
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WordPress
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dashboard
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app
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Web design
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Ui/ux Design
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webflow
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framer
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WordPress
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dashboard
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app
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Web design
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Pricing Plan
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$450/month

Basic Plan
  • Accurate monthly books with automated tracking of income and expenses
  • Essential financial statements including profit & loss and basic balance sheet
  • Streamlined reconciliation for bank and credit card accounts
  • Personalized Video Update: A 5-10 minute summary of key financial insights and action items
  • Custom Monthly Reports tailored to your business needs
  • Work directly with me—a dedicated bookkeeping professional committed to your success
  • Efficient email communication and Slack access to ensure your questions are answered within 24 business hours. Hours of operation: 9 AM - 3 PM, Monday to Friday
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$750/month

Standard Plan
  • Everything in Basic Plan +
  • Comprehensive monthly reports, including profit & loss, balance sheet, and cash flow statements
  • Tailored automation setup to streamline your bookkeeping process
  • Custom KPI Tracking: Key performance metrics tailored to your business goals
  • Detailed Video Update: A 10-15 minute review highlighting trends, opportunities, and financial health
  • Quarterly financial reviews to discuss insights and answer questions
  • Priority email and Slack communication with faster response times—guaranteed within 12 business hours. Hours of operation: 9 AM - 3 PM, Monday to Friday
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Custom Quote

Premium plan
  • Everything in Standard Plan +
  • One-on-one premium service tailored specifically to your business
  • On-Demand Video Updates: Have a specific question or need a walkthrough? I’ll record a personalized video to address your needs, providing clear and actionable insights at your convenience
  • Scheduled Live Calls: Book live calls with me to discuss financial insights, KPIs, or strategic planning on a schedule that works for both of us
  • Advanced accrual accounting for more complex financial needs
  • Custom KPI reports aligned with your unique business goals
  • Collaborative CPA coordination to simplify tax preparation and planning
  • Direct communication via email, Slack, or texting—whichever works best for you—for seamless, real-time support. Immediate responses during business hours. Hours of operation: 9 AM - 3 PM, Monday to Friday
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Contact Me
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Let’s Simplify Your Finances

Managing your books doesn’t have to be stressful. Whether you’re ready to streamline your bookkeeping, catch up on past records, or learn how to navigate accounting software like QuickBooks, I’m here to help.

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Email Me:
hey@jakeyeaton.co
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