J2 Advisory — Mockup

Bookkeeping + Advisory for Small Business Owners

Your books and your strategy. One team. No waiting.

Most business owners get their numbers months late from one person and their advice — if they're lucky — from someone else who's never seen the books. I do both. You always know where you stand, and the decisions get made in real time.

Book a Free 30-Minute Call →

Elite QuickBooks ProAdvisor MBA Trusted by 40+ Texas small businesses

The split between bookkeeping and advice is why you're flying blind.

Your bookkeeper has the data. Your advisor has the opinions. Neither one has both — so by the time you get a real answer, the moment to act has passed.

🤷

"Can I afford to hire?"

You ask your bookkeeper. They send you a P&L. You're no closer to an answer.

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"What will I owe in April?"

Last year you got blindsided. This year you'd rather know in July.

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"Is this growth or am I just busy?"

Revenue is up. Cash is tight. Nobody's connected the dots for you.

One engagement. Books and brains.

Everything below is included — not bolted on, not billed separately, not handed off to a different vendor.

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Full-Service Bookkeeping

Reconciliations, categorization, AR/AP, payroll coordination — clean books, closed monthly, in QuickBooks Online.

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Monthly Financial Reviews

You see your numbers every month with someone explaining what changed and what to do about it.

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Tax Planning, Not Tax Prep

Quarterly check-ins to surface deductions and entity moves before year-end, when they still matter.

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Fractional CFO Decisions

Hiring, pricing, big purchases, owner pay, cash flow — we model it before you commit.

How we work together

01 — DISCOVERY

30-minute call, free

We talk through where you are, where you want to go, and whether advisory makes sense for you. No pitch.

02 — TRANSITION

We move the books over

I handle the handoff from your current bookkeeper, clean up what needs cleaning, and surface the 3–5 things hiding in your numbers from day one.

03 — PARTNERSHIP

Monthly books + advisory

Clean books closed every month, monthly financial reviews, quarterly tax planning, and a real human who picks up the phone when you have a decision to make.

Start with a Free Call →

Why J2 exists

You can't advise on numbers you don't have.

I spent years watching business owners juggle two relationships: a bookkeeper who handed over reports, and somebody else — an accountant, a consultant, a friend — who tried to make sense of them. Two phone calls, two invoices, and answers that always came a month late.

J2 is built different on purpose. I own your bookkeeping, which means I'm already in your numbers when you call. There's no "let me get back to you after I check with your bookkeeper." The data and the decision happen in the same conversation.

If you've been wishing your bookkeeper would just tell you what to do — that's the job.

Elite ProAdvisor QuickBooks Certified MBA New Braunfels, TX

— Jimmie Book a Call →

Common questions before we talk

What's included?

Everything: full-service bookkeeping in QuickBooks Online, monthly close, monthly financial reviews, quarterly tax planning, and on-demand advisory. One engagement, one monthly fee, one person who knows your business.

Can I just hire you for advisory and keep my bookkeeper?

No — and that's intentional. The whole point is that I'm already in your numbers when you call, so the answer to your question doesn't wait on someone else's data. If your bookkeeping lives somewhere else, I'm guessing alongside you.

What does this cost?

Pricing scales with the size and complexity of your business — number of accounts, transaction volume, payroll, entity structure. The discovery call is free and there's zero obligation. Most of my best fits come from people who weren't sure if they needed this until we talked.

Who is J2 a good fit for?

Texas-based small businesses doing $250K–$5M in revenue who are tired of only seeing their numbers at tax time. Service businesses, contractors, e-commerce, and professional practices especially.

How does switching from my current bookkeeper work?

I handle the handoff. We pull historical data, clean what needs cleaning, and rebuild the chart of accounts if needed. Most takeovers are fully done within 2–3 weeks. You don't need to manage the transition.

How fast can we get started?

Discovery call this week. Onboarding starts within 2 weeks of signing. First monthly close and advisory meeting the month after.

Let's see if we're a fit.

30 minutes, no slides, no pitch — just a conversation about your business and what you need.

Prefer email or phone? jimmie@j2bookkeeping.com · 210-970-0449

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