Books you can trust by the 15th of every month.

Monthly bookkeeping, cleanup of past years, QuickBooks setup and payroll for small businesses, medical practices and 1099 professionals. Fixed monthly fees, set before we start.

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Bookkeeping

What's included

Monthly bookkeeping

Bank and credit card reconciliations, categorized transactions, accruals where they matter, and a month-end close on a set date.

Cleanup & catch-up

One to several years of backlog brought current, with reconciled balance sheets your tax preparer and lender can rely on.

System rebuilds

Charts of accounts, classes and workflows redesigned when the current setup produces numbers nobody believes.

QuickBooks setup & migration

QuickBooks Online setup, desktop-to-online migration, bank feeds, rules and user permissions.

Monthly reporting

Profit and loss, balance sheet and cash flow, with a short note on what changed and what to watch.

Internal controls

Approval steps, segregation of duties and access reviews sized for a small team. Built by a fraud examiner and IT auditor.

Payroll

Payroll that runs on time, every time

We run payroll on your schedule and handle the filings that come with it, so you don't get a notice from the IRS or the Texas Workforce Commission.

Weekly, biweekly or semimonthly pay runs with direct deposit
Federal tax deposits and quarterly Form 941
Texas Workforce Commission unemployment reports
Year-end W-2s, W-3 and Form 940
1099-NEC and 1099-MISC for contractors
New-hire reporting and onboarding paperwork

For owners of S corporationsReasonable owner compensation, run through payroll, is the first thing the IRS looks at. We set it with you and document how we got there.

For medical and dental practicesProvider compensation, staff payroll and retirement plan deferrals in one place, reconciled every pay period.

Who we work with

Built for small teams with real deadlines

Medical practices

Physicians and dental offices, including multi-entity groups.

Closely held businesses

Service firms, contractors and family companies with 1 to 50 employees.

1099 professionals

Consultants, freelancers and solo practitioners.

Pre-public companies

Startups preparing for an audit, a Form 10 or an S-1.

Free consultation

Behind on the books?

Tell us how far behind and what software you use. We'll quote a fixed catch-up fee and a monthly fee after one call.

JV Financial Services LLC is not a CPA firm and does not issue audit, review or compilation reports.