Because no two clients run the same, we build flexible bookkeeping solutions that adapt to your needs. These add-ons let you expand your service with additional tools and support designed to fit your specific goals.

A 1-hour diagnostic call is a paid, in-depth consultation where we gain temporary access to your QuickBooks Online account and thoroughly review the current state of your bookkeeping. Many clients come to us unsure of what they actually need, and this session allows us to assess your books, identify any cleanup or structural issues, and determine the right level of ongoing support.

Unlike the free 15-minute discovery call, which is simply an introductory conversation, the diagnostic call involves real analysis and expert time, which is why we charge for it. The value you receive includes a clearer understanding of the condition of your books, recommendations for next steps, and an accurate quote for monthly services or cleanup work. The fee is paid upfront but is always applied to your first month of services once you sign up, making it a low-risk and essential first step in setting you up for success.

We also offer one‑time annual services such as 1099 preparation, year‑end reports, and related compliance support. Because these tasks occur only once per year and often require extra data gathering and accuracy checks, we charge a one‑time annual fee for them. If you’d like to learn more about exactly what’s included, you can refer to our 1099 reporting package for details.

We charge an additional $25 for each connected credit card, bank account, or point-of-sale system because every extra account adds to the time and detail needed to accurately manage your books. Many small business owners start with a simple setup, often just one or two accounts, and as the business grows, new credit cards, bank accounts, or POS systems naturally get added. Each one increases the volume of transactions we review and reconcile every month. By setting this add-on fee upfront, you always know how your pricing will adjust as your business evolves. This keeps costs transparent, prevents surprises, and ensures we can continue providing accurate, reliable bookkeeping support as your operations expand.

Additional advisory, financial, or scenario-planning meetings are available for a fee of $50 per meeting because they require dedicated time, preparation, and strategic focus beyond what’s included in your monthly package. We get it, you love meeting with us, and honestly, we love diving into your numbers and helping you grow your business, too. Strategic conversations are some of our favorite parts of the job. But each meeting outside of what’s already built into your package takes extra time and expertise that isn’t accounted for in the base rate.

Every client receives a set number of financial review meetings as part of their monthly bookkeeping plan with J&S Accounting, and when additional sessions are needed, we simply apply this small fee to keep our time balanced and our pricing fair. This approach keeps costs transparent, prevents surprises, and ensures we can continue providing accurate, reliable support while still being fully available to help you strategize when you need it most.

While insurance audit support, PFS loan application assistance, and invoicing support for up to 10 invoices aren’t included in our standard packages, don’t worry, we handle those too! Each situation can vary widely from client to client, so it’s most effective to bill these services at an hourly rate. This way, we can provide the exact level of support you need when these needs arise, without overcomplicating your monthly package.

Small businesses often need payroll support, and we’re here to help. We work with payroll integrations like ADP, QuickBooks Online Payroll, and Gusto, and can also advise you on your payroll needs and best practices. Payroll support pricing is based on several factors, including employee count, whether employees are salaried or hourly, and payroll frequency (weekly, bi-weekly, or monthly). There can be many variables involved, if we are managing the payroll and performing the necessary tie-outs, this support is billed separately from your package rate, typically ranging between $75–$150 per month. This ensures you get accurate, reliable payroll management tailored to your team’s needs.