Bookkeeping & Business Services
JC Owen & Associates, Inc. provides professional bookkeeping and business-support services for small businesses, entrepreneurs, consultants, and growing organizations throughout the United States.
Bookkeeping Support Designed Around Your Business
Every business has different bookkeeping needs.
Some companies are starting with no financial records or bookkeeping system in place. Others have already started using QuickBooks but need help correcting errors, reconciling accounts, or organizing transactions. Established businesses may already have accurate books but need a dependable new bookkeeping provider.
JC Owen & Associates, Inc. offers flexible bookkeeping and business-support services based on the condition of your books, your transaction volume, the number of financial accounts involved, and the level of ongoing support your business requires.
Our services are available for:
- New-business bookkeeping setup
- One-time bookkeeping projects
- QuickBooks cleanup
- Catch-up bookkeeping
- Monthly bookkeeping services
- Bookkeeper transitions
- Administrative and operational support
- Local Treasure Valley businesses
- Remote businesses throughout the United States
Our Bookkeeping Services
QuickBooks Setup for New Businesses
Starting a business is easier when your financial records are organized correctly from the beginning.
Our new-business bookkeeping setup services can help establish a practical system for recording income, categorizing expenses, connecting financial accounts, and preparing accurate monthly reports.
QuickBooks setup services may include:
- QuickBooks Online company setup
- Chart-of-accounts setup
- Bank and credit-card connections
- Beginning balances
- Customer and vendor setup
- Expense categories
- Basic reporting structure
- Initial account reconciliation
- Instructions for submitting financial records
New-business bookkeeping setup is ideal for small service businesses, independent professionals, consultants, contractors, product-based businesses, and entrepreneurs who want to begin with an organized financial-recordkeeping system.
Starting at $495
QuickBooks Health Review
Are you unsure whether your QuickBooks records are accurate?
A QuickBooks Health Review provides an initial assessment of your bookkeeping file and helps identify areas that may require correction or cleanup.
The review may include:
- Chart-of-accounts review
- Bank and credit-card reconciliation status
- Uncategorized transactions
- Duplicate or missing entries
- Opening-balance concerns
- Balance-sheet irregularities
- Accounts receivable review
- Accounts payable review
- Written summary of recommended corrections
A QuickBooks Health Review is appropriate for businesses experiencing inaccurate balances, confusing reports, unreconciled accounts, duplicate transactions, or uncertainty about the condition of their books.
QuickBooks Health Review: $225
QuickBooks Cleanup Services
Bookkeeping errors can make it difficult to understand how your business is performing.
Our QuickBooks cleanup services are designed for businesses with existing books that need correction, reorganization, or reconciliation.
Cleanup work may include:
- Correcting transaction categories
- Identifying duplicate entries
- Organizing uncategorized transactions
- Reviewing account balances
- Reconciling bank and credit-card accounts
- Correcting beginning balances
- Reviewing accounts receivable and payable
- Organizing owner or shareholder transactions
- Correcting prior bookkeeping inconsistencies
Because every cleanup project is different, final pricing is determined after reviewing the condition of the bookkeeping file.
Cleanup and correction services start at $85 per hour.
Catch-Up Bookkeeping
Are your books several months or more than a year behind?
Catch-up bookkeeping helps bring your financial records current so you can better understand your business, provide organized information to your tax professional, and begin maintaining accurate monthly records.
Catch-up bookkeeping may include:
- Entering missing transactions
- Categorizing income and expenses
- Reconciling bank accounts
- Reconciling credit-card accounts
- Reviewing outstanding transactions
- Organizing supporting documentation
- Correcting bookkeeping inconsistencies
- Preparing current financial reports
Pricing depends on:
- Number of months behind
- Number of financial accounts
- Monthly transaction volume
- Condition of existing records
- Payroll activity
- Sales-tax requirements
- Inventory
- Loans and fixed assets
- Accuracy of prior reconciliations
Catch-up bookkeeping begins at $350, depending on the amount and condition of the work.
A deposit may be required before catch-up services begin.
Transition From Another Bookkeeper
Changing bookkeepers should not disrupt your business.
JC Owen & Associates, Inc. can help review your existing records, establish appropriate access, identify outstanding issues, and create an organized transition process.
Transition and onboarding services may include:
- Review of current financial records
- QuickBooks access and permissions
- Review of prior reconciliations
- Chart-of-accounts review
- Confirmation of outstanding items
- Coordination with the former bookkeeper
- Establishment of a document-submission process
- First-month reconciliation
Transition and onboarding services start at $350.
Monthly Bookkeeping Services
Ongoing monthly bookkeeping provides consistent financial-record organization and helps business owners understand what is happening inside their company.
Monthly bookkeeping services may include:
- Transaction categorization
- Bank reconciliation
- Credit-card reconciliation
- Income and expense tracking
- Monthly profit-and-loss statements
- Monthly balance sheets
- Accounts receivable tracking
- Accounts payable tracking
- Customer invoicing
- Financial-record organization
- Monthly questions and record follow-up
- Management reporting
- Administrative support
Monthly pricing is based on:
- Number of monthly transactions
- Number of bank and credit-card accounts
- Payroll activity
- Sales-tax requirements
- Accounts receivable
- Accounts payable
- Inventory
- Loans and fixed assets
- Reporting frequency
- Level of communication and support required
Essential Bookkeeping Package
Best for a very small or new service business with limited monthly activity.
May include:
- Up to 50 monthly transactions
- Up to two financial accounts
- Monthly bank and credit-card reconciliation
- Transaction categorization
- Monthly profit-and-loss statement
- Monthly balance sheet
- Basic email support
$295 to $375 per month
Small Business Bookkeeping Package
Best for an operating small business with regular monthly activity.
May include:
- Up to 125 monthly transactions
- Up to four financial accounts
- Monthly reconciliations
- Income and expense categorization
- Monthly financial statements
- Basic accounts receivable or accounts payable tracking
- Monthly questions and record follow-up
$450 to $595 per month
Growth Bookkeeping Package
Best for a growing company requiring more active bookkeeping support.
May include:
- Up to 250 monthly transactions
- Up to six financial accounts
- Monthly reconciliations
- Monthly financial statements
- Customer or vendor tracking
- Accounts receivable or accounts payable support
- Class, department, or project tracking
- Monthly review meeting
$695 to $950 per month
Established Business Bookkeeping Package
Best for a company with higher transaction volume and more frequent support needs.
May include:
- More than 250 monthly transactions
- Multiple bank and credit-card accounts
- Weekly bookkeeping activity
- Accounts receivable and payable support
- Payroll-record coordination
- Sales-tax record support
- Detailed management reports
- Monthly review meeting
- Ongoing operational and administrative support
$1,100 to $1,600 per month
Custom Bookkeeping and Business Support
Some businesses need more than routine bookkeeping.
Joe can provide bookkeeping combined with customer service, administrative support, document preparation, business organization, product support, and day-to-day operational assistance.
Custom support may include:
- Bookkeeping and financial recordkeeping
- Customer communication and follow-up
- Document preparation
- Business-record organization
- Accounts receivable support
- Accounts payable support
- Customer invoicing
- Administrative assistance
- Product-development support
- Proofreading and document cleanup
- Business-document formatting
- Operational support
Custom business-support packages start at $1,500 per month.
Additional Bookkeeping Services
Additional services may be available based on the needs of your business.
- Sales-tax return support: $50–$125 per filing
- Payroll-record coordination: $75–$250 per month
- Accounts receivable support: $150–$500 per month
- Accounts payable support: $150–$500 per month
- Customer invoicing: $100–$350 per month
- Inventory or e-commerce bookkeeping: $150–$500 additional per month
- Additional financial accounts: $25–$50 per month
- Higher transaction volume: Package upgrade or custom quote
- Rush work: 20%–30% surcharge
Final pricing is confirmed after reviewing the services, transaction volume, accounts, and condition of the existing records.
New Customer Bookkeeping Special
Receive 20% Off Your First Qualifying Service
New bookkeeping clients may receive 20% off either:
- Their first qualifying QuickBooks setup or bookkeeping project; or
- Their first month of qualifying ongoing bookkeeping services.
The discount applies to one qualifying service unless otherwise agreed in writing.
The discount does not apply to software subscriptions, third-party charges, reimbursable expenses, taxes, rush fees, or previously completed work.
Why Choose JC Owen & Associates, Inc.?
More Than Twenty-Five Years of Business Experience
Joe Owen has provided bookkeeping, financial recordkeeping, customer service, administrative support, contract support, product development, and day-to-day business operations for JC Owen & Associates, Inc. for more than twenty-five years.
His experience includes:
- Bookkeeping and financial recordkeeping
- Customer service
- Business administration
- Contract support
- Expense tracking
- Document preparation
- Record organization
- Product development
- Production support
- Business operations
- Problem solving
- Detailed project completion
Joe also previously owned and operated Owen Trucking, a contract trucking business, where he managed customers, scheduling, logistics, contracts, business operations, financial responsibilities, and transportation throughout the United States and Canada.
Discipline, Precision, and Technical Understanding
Joe completed advanced pilot and instrument-rating ground school and flight training.
Instrument-rating training requires disciplined study, technical understanding, concentration, precision, sound judgment, and close attention to detail.
These are the same qualities Joe brings to bookkeeping, financial recordkeeping, business administration, and client support.
A Practical Business Perspective
Joe understands bookkeeping from the perspective of a business owner.
He recognizes that bookkeeping is not simply entering transactions. Accurate financial records support better decisions, organized tax preparation, reliable reporting, improved cash-flow awareness, and stronger day-to-day business management.
Remote Bookkeeping Services Nationwide
JC Owen & Associates, Inc. is based in Idaho and provides secure remote bookkeeping services to busy small-business owners throughout the United States. Documents, financial records, reports, and communication can be handled through secure remote systems, email, telephone, and scheduled video meetings.
How the Bookkeeping Process Works
Step 1: Initial Consultation
We begin by discussing your business, current bookkeeping system, financial accounts, transaction volume, and the type of support you need.
Step 2: Review of Your Records
When appropriate, Joe will review your QuickBooks file, reconciliations, accounts, and available records to determine the condition and scope of the work.
Step 3: Service Recommendation
You will receive a recommended service, package, or project estimate based on your actual bookkeeping needs.
Step 4: Service Agreement and Onboarding
Before work begins, the selected services, pricing, responsibilities, and payment terms will be documented in a bookkeeping services agreement.
Step 5: Bookkeeping Work Begins
Once access, records, and the required deposit or payment have been received, Joe will begin the agreed bookkeeping services.
Step 6: Ongoing Communication
Questions, missing information, completed work, and financial reports will be communicated according to the selected service arrangement.
Frequently Asked Questions
Do you provide bookkeeping services only in Idaho?
JC Owen & Associates, Inc. is based in Star, Idaho and serves Boise and the Treasure Valley, but remote bookkeeping services are available throughout the United States.
Do you work with new businesses?
Yes. Joe provides QuickBooks setup and new-business bookkeeping support for businesses starting without an established bookkeeping system.
Can you clean up an existing QuickBooks account?
Joe can review an existing QuickBooks file, identify bookkeeping concerns, and provide cleanup or correction services based on the condition of the records.
Can you help if my books are behind?
Yes. Catch-up bookkeeping is available for businesses that are several months or more than one year behind.
Do you offer monthly bookkeeping?
Yes. Monthly bookkeeping packages begin at $295 per month and are based on transaction volume, number of accounts, and the level of service required.
Can you take over from my current bookkeeper?
Yes. Transition and onboarding services are available for businesses changing bookkeeping providers.
Do you provide tax preparation?
JC Owen & Associates, Inc. provides bookkeeping and financial-recordkeeping support. We do not provide certified public accounting services, audits, legal advice, investment advice, or tax advice.
Bookkeeping records can be organized for review by your qualified tax professional.
Is QuickBooks required?
QuickBooks Online is the primary bookkeeping platform supported. Other systems may be considered after discussing the needs of the business.
How much will my bookkeeping services cost?
Pricing depends on the number of accounts, transaction volume, condition of the books, number of months involved, payroll, sales tax, inventory, reporting requirements, and additional services requested.
An initial consultation or QuickBooks Health Review may be recommended before final pricing is confirmed.
Is there a new-customer discount?
Qualifying new customers may receive 20% off their first bookkeeping setup project or their first month of ongoing bookkeeping services.
Ready to Organize Your Books?
Accurate bookkeeping gives you a clearer understanding of your business and helps you move forward with greater confidence.
Whether you need QuickBooks setup, cleanup, catch-up bookkeeping, monthly bookkeeping services, or broader business support, JC Owen & Associates, Inc. is ready to discuss your needs.
Contact Information
JC Owen & Associates, Inc.
Office: (707) 578-0338
Email: jcowencfo@cs.com
Location: Star, Idaho
Service Area: The Treasure Valley, and remote clients throughout the United States
Disclaimer
JC Owen & Associates, Inc. provides bookkeeping, financial-recordkeeping, administrative, and business-support services. We do not provide certified public accounting services, financial-statement audits, attest services, legal advice, investment advice, or tax advice. Clients remain responsible for business decisions, tax filings, tax payments, and compliance with applicable laws and regulations.