Trusted by businesses across Texas

Your Books.
Done Right.

Profitable, tax-smart bookkeeping & advisory services for businesses that want to grow.

Book Your Free Call See How It Works

New Braunfels, San Antonio & nationwide remotely

Jimmie Needles, MBA

Owner & Founder

Platinum ProAdvisor QBO Certified 15+ Years

★★★★★

5.0 on Google

Response Time

< 4hrs

MBA — Accounting & Finance

QBO Certified Level 2

Platinum ProAdvisor

15+ Years Experience

The real questions

What Are Your Books Telling You?

Most business owners know their revenue. Few know what it's actually saying about their business.

Is Your Revenue Working For You?

Most business owners know their top line number. What they don't always know is where it's actually coming from — which clients, which services, which months. We dig into that so you're not just watching your money come in, you're understanding it.

Do You Know Where Your Money Goes?

Every expense either builds your business or drains it. We help you see the difference — not just categorize transactions, but actually understand what your spending patterns say about your business.

Your Bottom Line Shouldn't Be a Mystery

If you're waiting until tax time to find out how your year went, that's too late. We keep your books current so your financials reflect reality — and you can make decisions based on numbers you actually trust.

Our services

How We Help Your Business

From day-to-day bookkeeping to high-level CFO strategy — tailored to what your business actually needs.

01

Bookkeeping

Clean books, on time, every time. Monthly reconciliation, AP/AR, payroll, sales tax — we handle it all so you can focus on growth.

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02

Fractional CFO

High-level financial strategy without the full-time salary. Forecasting, KPIs, cash flow management, and board-ready reporting.

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03

Tax Planning

Keep more of what you earn. Year-round tax strategy, entity optimization, and quarterly planning — not just a once-a-year scramble.

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04

QuickBooks Services

Certified ProAdvisor at your service. Setup, migration, training, integrations, cleanup — we make QBO work for your business.

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The J2 difference

Why Business Owners Choose J2

We built our practice around three things clients told us matter most.

Communication

We WANT to communicate with you. Email, portal, phone, or text — we want you to be able to reach us. Communication is a two-way street.

Responsiveness

We might not have the answer right away, but we strive to respond within four business hours to written or verbal communication.

Clarity

We strive to ensure you understand what the reports mean and what we need when we ask. We don't think that's too much to ask of your bookkeeper.

Behind On Your Books? We've Seen Worse.

Months behind, years behind, boxes of receipts behind. We've handled it all. 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 turnaround, cleaner books.

Client stories

What Our Clients Say

★★★★★

"Jimmie has been an absolute game changer for my business. He communicates clearly, responds fast, and my books have never been cleaner."

Small Business Owner New Braunfels

★★★★★

"I was years behind on my books and dreading it. J2 got me caught up in weeks with zero judgment. Cannot recommend enough."

Entrepreneur San Antonio

★★★★★

"Finally, a bookkeeper who actually communicates and explains things in a way I understand. Worth every penny."

Business Owner San Marcos

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

210-970-0449 • info@j2bookkeeping.com

Meet the Team Behind Your Books

15+ years of financial leadership. Two professionals. One mission: your success.

[Professional photo of Jimmie]

Jimmie Needles, MBA

Owner & Founder

I'm Jimmie Needles, founder of J2 Bookkeeping — here to bring clarity, confidence, and peace of mind to your business finances.

With 15+ years of financial leadership, including roles as a CFO and business consultant across diverse industries, I know what it takes to help businesses thrive.

Backed by a Master's in Business Administration (Accounting & Finance) and licensed in multiple states for financial and insurance services, I stay ahead of the curve so you don't have to.

MBA QBO Certified Level 2 Platinum ProAdvisor 15+ Years Multi-State Licensed

Jason Whiteside

Managing Partner — Client Services

With over 12 years of experience in Accounts Receivable, reconciliations, and data entry, I have worked with Fortune 500 companies, developing a strong foundation in financial management.

I specialize in solving complex financial issues, identifying discrepancies, and maintaining clean, organized books. Whether you need assistance with reconciliations, financial reporting, or overall bookkeeping support, I am here to be your trusted partner.

12+ Years Experience Fortune 500 Background AR & Reconciliation

[Professional photo of Jason]

Our Story

We are driven by a passion for helping others. With over fifteen years in the bookkeeping world, we know that giving 110% to others will come back in multiples to us as well. Integrity and striving for perfection are tenets of our work ethic. We pride ourselves on providing fast, accurate, and affordable service to enable business owners to focus on what they do best — growing their business.

Ready to Work Together?

Book a free call and let's talk about your business.

Book Your Free Call

Services Built Around Your Business

Whether you need day-to-day bookkeeping or high-level CFO strategy, we tailor everything to what your business actually needs.

Bookkeeping

Clean, accurate books — every month, on time.

Monthly bookkeeping & bank/credit card reconciliation
Accounts receivable & accounts payable
General ledger management & cleanup
Payroll processing
Sales tax filing
Catch-up bookkeeping (months or years behind)

Fractional CFO Services

Executive-level financial strategy without the full-time salary.

Financial reporting & analysis
Budgeting & forecasting
Cash flow management
Strategic financial planning
KPI dashboards & performance tracking
Board-ready & investor-ready financials

Tax Planning

Year-round strategy — not just a once-a-year scramble.

Year-round tax strategy
Entity structure optimization
Quarterly estimated tax planning
Tax preparation coordination
Deduction maximization

QuickBooks Services

Certified ProAdvisor — setup, training, and ongoing support.

QuickBooks Online setup & migration
Training & ongoing support
App integrations & automation
Chart of accounts optimization
Cleanup & repair of existing files

Getting started

How It Works

1

Book a Call

Free 30-minute consultation

2

We Review

Assess your current situation

3

Custom Plan

Tailored to your business

4

We Handle It

You focus on your business

Ready to Get Started?

Let's find the right services for your business.

Book Your Free Call

Let's Talk About Your Business

Book a free call or send us a message — we'd love to hear from you.

Send Us a Message

Get in Touch

Phone

210-970-0449

Email

info@j2bookkeeping.com

Office

513 Creekside Cir
New Braunfels, TX 78130
By Appointment Only

Service Areas

New Braunfels, Seguin, Cibolo, San Marcos, San Antonio & nationwide

[ Google Maps Embed — New Braunfels, TX ]

Learn

Bookkeeping tips, QuickBooks how-tos, and business insights to help you grow.

Featured Image

May 2020

New Features in QuickBooks — May 2020

A roundup of the latest QuickBooks Online updates and how they can help your business...

Read more →

Featured Image

April 2020

5 Mistakes Made in QuickBooks Online

Common QuickBooks errors that cost small business owners time and money...

Read more →

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March 2020

Why Should You Hire a Bookkeeper for Your Startup?

Starting a new business? Here's why professional bookkeeping should be one of your first investments...

Read more →

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April 2020

COVID-19 Financial Help for Texas Restaurants

Resources and relief programs available for Texas restaurant owners...

Read more →

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April 2020

COVID-19 Update — Week of April 25, 2020

Latest updates on financial relief and what it means for small business owners...

Read more →

+

New Content Coming Soon

Fresh bookkeeping tips, tax strategies, and business insights on the way.

Have a Question?

Reach out — we're happy to help.

Contact Us

Your Books.Done Right.

What Are Your Books Telling You?

Is Your Revenue Working For You?

Do You Know Where Your Money Goes?

Your Bottom Line Shouldn't Be a Mystery

How We Help Your Business

Bookkeeping

Fractional CFO

Tax Planning

QuickBooks Services

Why Business Owners Choose J2

Communication

Responsiveness

Clarity

Behind On Your Books? We've Seen Worse.

Automation That Saves You Money

What Our Clients Say

Ready to Stop Stressing About Your Books?

Meet the Team Behind Your Books

Jimmie Needles, MBA

Jason Whiteside

Our Story

Ready to Work Together?

Services Built Around Your Business

Bookkeeping

Fractional CFO Services

Tax Planning

QuickBooks Services

How It Works

Book a Call

We Review

Custom Plan

We Handle It

Ready to Get Started?

Let's Talk About Your Business

Send Us a Message

Get in Touch

Phone

Email

Office

Service Areas

Learn

New Features in QuickBooks — May 2020

5 Mistakes Made in QuickBooks Online

Why Should You Hire a Bookkeeper for Your Startup?

COVID-19 Financial Help for Texas Restaurants

COVID-19 Update — Week of April 25, 2020

New Content Coming Soon

Have a Question?

Your Books.
Done Right.

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