Your Books.
Done Right.Every single month.
Modern bookkeeping, tax planning, fractional CFO, and QuickBooks for small businesses in New Braunfels, San Antonio, and nationwide — with a team that actually picks up the phone.
Numbers you can
actually run on.
Most owners know their revenue. Few know what it’s telling them. We turn your transactions into a clear monthly picture — profit, cash, and where the money actually goes — so you make decisions on numbers you trust.
How we help your business
From day-to-day bookkeeping to high-level CFO strategy — tailored to what your business actually needs.
Bookkeeping
Clean books, on time, every time. Monthly reconciliation, AP/AR, payroll, and sales tax — all handled so you can focus on growth. For owners who need current, tax-ready books without hiring in-house.
Tax Planning
Keep more of what you earn. Year-round strategy, entity optimization, and quarterly planning — not a once-a-year scramble.
Intuit Elite ProAdvisor
The top tier of QuickBooks certification — reached by only a small fraction of ProAdvisors nationwide.
Our QuickBooks workFractional CFO
High-level financial strategy without the full-time salary — forecasting, KPIs, cash-flow management, and board-ready reporting. The numbers behind your next big decision.
We know your industry
We keep the books for owner-operated businesses that don’t have time to chase their numbers — rooted in New Braunfels, serving Texas and clients nationwide.
Construction & Contractors
Roofing · Steel · Electrical · Remodeling · Epoxy & specialty trades
Home Services
Plumbing · Septic · Landscaping · Garage doors · Flooring
Healthcare & Wellness
Functional medicine · Psychiatry · Therapy · Home care · Pharmacy
Professional Services
Consulting · Veterinary · Advertising & agencies
Real Estate & Property
Commercial real estate · Property & holding companies
Retail & Local Business
Retail & service shops · Food & specialty · Community organizations
Up and running in days, not months
Getting started is straightforward. Here’s exactly what to expect.
Book a free call
30 minutes. We learn your situation, your pain points, and what you actually need. No pressure, no jargon.
We handle the setup
We connect your accounts, clean up your books, and get everything organized. Most clients are fully onboarded in 1 to 2 weeks.
Clean books, every month
Monthly close, financial reports, and a quick sync. You always know where you stand — no surprises at tax time.
Why business owners choose J2
We built our practice around the three things clients told us matter most.
Communication
We WANT to hear from you — email, portal, phone, or text. Communication is a two-way street, and we keep it open.
Responsiveness
We might not have the answer instantly, but we respond within four business hours to written or verbal communication.
Clarity
We make sure you understand what the reports mean and what we need when we ask. Plain English, always.
Behind on your books? We’ve seen worse.
Months behind, years behind, boxes of receipts behind — we’ve handled it all, and we’ll get you caught up without judgment.
Automation that saves you money
Automated workflows, real-time syncing, and tools that catch errors before they become problems. Faster, cleaner books.
Always a step ahead
We close your books every month with year-round tax strategy built in — so your numbers stay current and April is a non-event. 16+ years of doing it this way.
Real clients. Real results.
I would be lost without you, Jimmie.
Full-Year Cleanup. Same Day.
A full year of unreconciled books with a tax deadline looming. We reconciled 12 months of statements, reclassified payroll, matched unapplied cash, and found a $24K sales-tax liability — work papers and CPA cover note delivered the same day.
565 Checks. $18,059. Done in Hours.
Hundreds of member payout checks to cut on a deadline with no clean vendor list. We processed 565 withdrawal checks in a single session, verified amounts, created vendors, and prepped the print queue. Days of work, done in hours.
Questions owners ask us
What’s the difference between a bookkeeper and an accountant?
Bookkeepers handle your day-to-day finances — reconciliations, AP/AR, and monthly reporting. Accountants (usually CPAs) handle annual tax filing and audits. Most small businesses need both: a bookkeeper year-round and an accountant at tax time.
Can you help me catch up on years of bookkeeping?
Yes — catch-up and cleanup is a specialty. We gather your statements, categorize systematically, reconcile every account, and produce accurate financials. Most cleanup projects take 2 to 6 weeks depending on complexity.
Do you work with QuickBooks Online or Desktop?
Primarily QuickBooks Online. As certified ProAdvisors we recommend QBO for most small businesses — real-time access, automatic backups, easy bank integration, and better collaboration for remote work.
What areas do you serve?
New Braunfels, San Antonio, Seguin, San Marcos, Cibolo, Schertz, and Canyon Lake, Texas — and, as a virtual service, clients nationwide using cloud-based tools like QuickBooks Online.
Ready to stop stressing about your books?
Book a free call. We’ll talk through where you are and what you need.
Book Your Free Call