Clarity on your cash. Before surprises hit.

Stop wondering if you have enough cash. I help you see what’s coming, stay ahead of bills, and avoid costly surprises.

Or book a call directly

How it works

Here's what happens when we work together.

You tell me where things stand. I handle your books, track your cash, and give you the visibility you need. You get monthly reports that actually make sense, and you stop wondering if you have enough to cover your bills.

We talk.

You tell me where things stand. I need honest answers.

I review and outline next steps.

I’ll map out what needs attention, what stays as-is, and what it looks like going forward. No surprises.

You get clarity.

Monthly books. Cash tracking. Bill management. Whatever your business needs to stop guessing.

Partner with Jerry Remotely

I help owner-operated service businesses stop running blind on cash.

I have a degree in accounting and years of experience in AP and bookkeeping for businesses where every dollar counts. I know what it's like when timing matters and margins are tight.

My focus: Monthly bookkeeping, cash tracking, and accounts management that eliminates financial anxiety.

Clear boundaries: I don't handle payroll, prepare or file taxes, or provide tax advice. I'm a bookkeeper, not a CPA.

Everything is remote.

Packages

Pick your fit

Not sure which fits? That's fine. We'll figure it out together.

Essential
$300
starting price / mo

Clean, reliable books. No surprises. No fluff.
Includes
Monthly bookkeeping and reporting
Transaction categorization
Monthly financial statements (P&L and balance sheet)
Clean, organized books to support tax filing and decision-making
Cash Visibility
$720
starting price / mo

Weekly cash clarity so you stop guessing.
Includes
Everything in Essential, plus:
Cash visibility and weekly cash tracking
Rolling short-term cash view
(4-6 weeks)
Spending category guidance tied to cash impact
Biweekly check-ins focused on cash position
Monthly business review call centered on cash clarity and risks
Cash Control
$1,100
starting price / mo

We actively manage the timing levers that affect cash.
Includes
Everything in Cash Visibility, plus:
Full AP/AR management
Bill scheduling and cash-aware payment timing
Regular financial check-ins focused on cash flow pressure points
Month-end and year-end close support
Priority support and access

Ready to take control

Let's talk about what you need and how I can help.

Common questions

What types of businesses do you work with?

Small business owners who want straightforward bookkeeping without the headaches.Industry doesn't matter much. If you value organization and clear communication, we'll be agood fit.

How do I know if I need a bookkeeper?

If you're spending hours in QuickBooks instead of running your business, or if tax seasonmakes you nervous, it's probably time. Clean books save you time, money, and a lot of stress.

Can you clean up my books if they're behind?

Yes. Whether you're a few months or a few years behind, I can get you caught up.

Do you work remotely or in person?

Remotely. I use cloud-based tools, so you can access your financial info from anywhere.

What makes Jerry M Bookkeeping different?

I keep things simple, I answer my emails, and I actually care about helping you succeed.
My values are Prosperity, Simplicity, and Charity.

How secure is my financial data?

Very. I use cloud-based tools with bank-level encryption and follow best practices to keep
your information safe.

What if I need to change my service package?

No problem. As your business changes, we can adjust. We'll talk about it during our
regular check-ins.

Do you provide tax preparation services?

I don't prepare tax returns, but I make sure your books are organized and ready for your
tax preparer.

Do you offer payroll services?

I focus on bookkeeping and financial reporting. For payroll, I recommend providers like Gusto or ADP. I can make sure your payroll data flows into your books correctly.

Reach out

Get in touch

Send a message and I'll get back to you ASAP.

(915) 841-6794
Remote bookkeeping across the United States
Thanks for reaching out. I'll be in touch.
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