Simplifying Your Finances, One Book at a Time!
Helping individuals and small businesses get organized, prepare for taxes, and make confident financial decisions.
About JS SmartBooks
Our Mission
JS SmartBooks & Budgets helps individuals and small business owners take control of their finances. With a strong accounting background, We provide bookkeeping, budgeting, and financial organization services that make tax season stress-free.
Menu / Price List
Profit & Loss & Budgeting Services
Get your books organized and ready for tax time. Whether you need a clean Profit & Loss statement or a full financial cleanup, each package is designed to make filing easy and stress-free. We also create personalized budget plans to help individuals manage spending, track savings, and achieve financial goals.
Initial Consultation (25-30 minutes):
Individual Consultation: $50
Perfect for individuals who want guidance on their personal finances, get answers to questions, and explore next steps for reaching their financial goals.
Business Consultation: $75
Ideal for small business owners who want to review their books, discuss a profit & loss statement, or determine which bookkeeping or budgeting services fit their needs best. Your consultation fee will be applied toward future services booked within 30 days.
Individual Budget Plan
CUSTOM PACKAGES STARTING AT $75
Services Include:
- Custom monthly or yearly budgets
- Expense tracking strategies
- Goal-setting and saving plans
- Guidance on next steps for debt management or taxes
Small Business Budget
$250- $450
Take the guesswork out of managing your finances. Let us gather your financial information, analyze trends, and create a professional budget for your business: monthly or annual.
Pricing is a flat fee based on detail level, historical data, and whether visuals or a summary report are included.
Starting rates:
• One-year budget: $250–$350
• Add-ons: tracking templates, summary, or review call ($50–$100)
Basic Profit & Loss Statement
$150-$200
For organized books. Review categorized income and expenses, verify totals, and prepare a clean P&L ready for your tax preparer.
Standard Profit & Loss Statement
$300-$450
For books needing light cleanup. Organize uncategorized transactions, reconcile accounts, correct minor errors, and prepare an accurate P&L.
Full Cleanup + Profit & Loss Statement
$250/hr or $800+ flat
For disorganized or incomplete books. Sort receipts and statements, categorize expenses, clean accounts, correct errors, and create a detailed P&L ready for your tax professional.
Please Read – Important Session Policy
Payments secure your session time and are non-refundable. Sessions must be completed or rescheduled within 30 days of payment; otherwise, a new payment will be required to book a future session.
COMING SOON...
Notary Services Available Soon
JS SmartBooks & Budgets will soon offer professional notary services to help you verify and complete important financial or personal documents.
Pricing is flexible to fit your unique needs. JS SmartBooks & Budgets provides bookkeeping and budgeting guidance only — we do not offer tax filing or debt repair services. Payment due at booking
Capturing moments of financial success together
Contact Us
Let’s Get Your Finances in Order
Have questions or ready to get started? Whether it’s organizing your books, preparing a Profit & Loss statement, or creating a personalized budget plan, we’re here to help. Fill out the form below and we’ll guide you every step of the way.
Hours
We adapt to your schedule, making bookkeeping and budgeting easy and stress-free.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.