How quickly can I get started?+
Most clients are fully onboarded within 3–5 business days. We handle the setup, connect to your existing accounts, and get your books in order — you just need to show up for the kickoff call.
Do I need to have QuickBooks already?+
No — you don't need QuickBooks before starting. We work with QuickBooks Online, and if you're not set up yet, we'll handle that as part of your onboarding at no extra charge. If you're already using it, we'll connect directly to your existing account.
What types of businesses do you work with?+
We specialize in service-based businesses — consultants, coaches, agencies, freelancers, creative firms, and professional service providers. If you're selling your time, expertise, or services and generating revenue, JCP is built for you. We're intentionally focused so we can serve you better.
What's included in bookkeeping?+
Our Bookkeeping Essentials Suite includes monthly transaction categorization, bank and credit card reconciliation, a monthly Profit & Loss statement, Balance Sheet, and a dedicated bookkeeper who knows your business. You also get full access to your JCP client portal where all your reports are available anytime — no waiting, no chasing.
Can I bundle bookkeeping and tax?+
Absolutely — and we recommend it. When your books are clean year-round, tax season becomes effortless. Many of our clients combine the Bookkeeping Essentials Suite with the Tax Suite for full-circle financial support. Book a free consultation and we'll help you figure out the right combination for your business and budget.
Are there real people working on my account?+
Always. You get a dedicated bookkeeper assigned to your account from day one — someone who actually learns your business. You also have access to our broader team of CPAs and enrolled agents. We use technology to work efficiently, but every decision, every report, and every number is reviewed by real humans who genuinely care about your success.
How is JCP different from other bookkeeping firms?+
JCP is a boutique firm — not a software platform, not a faceless national chain. We're intentionally small so we can be intentionally attentive. We specialize in service businesses, we respond quickly, we communicate clearly, and we treat your finances with the care and strategy they deserve. Our clients don't feel like a ticket number — they feel like partners.
Is my financial data secure?+
Yes — absolutely. All client documents and financial data are stored and shared through our Canopy client portal, which uses bank-level encryption and secure access controls. We take data privacy seriously and follow industry best practices to ensure your information stays protected and confidential at all times.