JLD Bookkeeping

Our Pricing

Clarity shouldn’t be confusing and neither should your bookkeeping.
At JLD Bookkeeping, you get simple, transparent pricing for support that keeps you calm, organized, and confident in your numbers.

Simple, Supportive & Transparent Pricing

Core Bookkeeping

Your Clean, Calm Financial Foundation

Perfect for the business owner who wants accurate books and monthly clarity without the overwhelm.

Includes:

  • Monthly bookkeeping

  • Clean, audit-ready financials

  • Accurate categorization (no uncategorized junk ever)

  • Monthly financial reports

  • Year-end tax package for your CPA

This plan helps you:
Leave chaos behind and actually understand where your money’s going.

starting at $299/month

Growth Plan

Clarity + Insight to Make Better Decisions

For the owner who wants deeper understanding, monthly guidance, and support that actually helps you grow.

Includes everything in Core, plus:

  • Monthly insight summary

  • Spending pattern review

  • Monthly trend analysis

  • Simple, clear explanations of what’s happening in your business financially

This plan helps you:
Feel informed, grounded, and confident in your decisions — finally.

starting at $649/month

Fractional CFO

Strategic Partnership for Long-Term Growth

Your finances, decisions, and future — all supported at the highest level.

Includes everything in Growth, plus:

  • Monthly strategy meeting

  • Cash flow planning

  • Forecasting + financial direction

  • Goal alignment + decision support

  • A true financial partner by your side

This plan helps you:
Stop guessing and start leading with clarity, control, and confidence.

starting at $1,379/month

Not sure which plan fits your business best?

Let’s talk through it together — no pressure, no jargon. Just clarity.

Simple, Supportive, Transparent Pricing

Finances can feel overwhelming, but choosing support shouldn’t.

Our pricing is simple, supportive, and based on your business’s complexity (not pressure).

How Pricing Works

1.       Choose your support level
Foundation, insight, or full strategic partnership.

2.       Your pricing reflects your business’s complexity
Not pressure – just clarity.

 

3.       No surprises, ever
You’ll always know what’s included and what to expect.

SCHEDULE YOUR DISCOVERY CALL

Have Questions? Ask Us or Find Your Answer Here

What is included in your bookkeeping service?

Our bookkeeping service includes:

  • Recording and categorizing transactions.
  • Bank and credit card reconciliations.
  • Generating monthly financial statements like profit & loss reports, balance sheets, and cash flow statements.
  • Payroll processing and management (if applicable).
  • Accounts payable and receivable tracking.
  • Tax preparation and planning support.
  • Ongoing financial advice to ensure your business stays on track.
Can I upgrade or downgrade my plan?

Yes, you can adjust your plan as your business needs change. Whether you're growing and need more services or scaling back, we offer the flexibility to upgrade or downgrade your plan at any time. Simply contact us, and we'll adjust your services to match your current requirements.

Do you offer any discounts for long-term contracts?

Yes, we offer discounts for clients who commit to long-term contracts. By signing up for a 6-month or annual plan, you can enjoy reduced rates and added benefits, making it a cost-effective choice for your business. Reach out to us to learn more about our discount tiers for long-term partnerships.

How do I get started?

Getting started is simple! Here’s how:

  1. Schedule a free consultation through our website.
  2. We'll discuss your business needs, goals, and current financial systems.
  3. Choose the plan that works best for you.
  4. We'll onboard you, set up your accounts, and ensure all financial records are up to date.
    Start your journey with us by visiting our website or contacting our team today!
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