Our Services

At JL Accounting & Advisory, we offer comprehensive accounting solutions tailored to your business. Whether you need ongoing bookkeeping, help catching up, or strategic financial guidance, we provide the clarity and support you need to make confident decisions.

Bookkeeping Services

Includes:

  • Monthly Bookkeeping — ongoing categorization, reconciliations, and financial reporting

  • Catch-Up & Cleanup Bookkeeping — bring prior periods current and ready for tax filing

  • Accounts Payable & Receivable — manage bills, invoicing, and collections for smooth cash flow

Ideal for small businesses who want accurate, up-to-date books without the stress.

Compliance Services

Includes:

  • Payroll Processing — manage pay runs, payroll taxes, and filings

  • Sales Tax Management — file and remit accurately and on time

  • W-9 Collection & Management — track vendor tax forms to streamline 1099 filings

Perfect for businesses that need reliable systems to stay compliant and avoid penalties.

Advisory & Systems

Includes:

  • Cash Flow Forecasting & Budgeting

  • Quarterly Review (for DIY clients)

  • Job Costing & KPI Tracking

  • QuickBooks Setup & Optimization

  • Process Automation & Tech Integration

  • Profitability & Pricing Analysis

For business owners ready to move beyond bookkeeping into strategy, efficiency, and growth.

Not sure where to start? We’ll help you identify the right level of service and create a plan that fits your goals.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!