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Guiding Your Bookkeeping Journey To Empower Your Small Business

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About

Hi, I am Jennifer Souza!

Certified QuickBooks Online Pro-Advisor
Founder of JMS Bookkeeping

I have a bachelor’s degree in accounting and information systems, and over fifteen years of accounting experience. My bookkeeping service, JMS Bookkeeping was founded specifically to serve the accounting needs of small businesses. Its mission is to combine technology and expertise to provide high-quality accounting that small business owners need at an affordable price. Because accurate, high-quality, timely financial information is key to business success, I’m passionate about providing it to my clients.

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Services

Bookkeeping built to fit your business

Full Service Bookkeeping

Packages can also be customized with add-on services.

  • Bookkeeping for the entire accounting cycle
  • Monthly financial statements
  • Regular consultation sessions

Add-On Services

Customize your package and design the perfect solution for your business!

  • Accounts Payable (Bill Pay) Service
  • Accounts Receivable (Invoicing) Service
  • Custom Reports and Spreadsheets
  • More Consultation Sessions

QuickBooks Services

  • QuickBooks Online Set-Up
  • Full QuickBooks Online setup from scratch, or upload your QB Desktop file.
  • QuickBooks File Clean-up Service
  • QuickBooks Online Subscription
  • * New QBO users can take advantage of my firm's discounts by purchasing their subscription through JMS Bookkeeping.
  1. We talk through your situation, and I work with you to understand your needs.
  2. I build a package that covers the essentials and grows with your business. 
  3. I estimate services based on your actual numbers and transaction volume.
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I love simplifying my clients' lives! Reach out today, and together we will find the support structure that works best for your business.

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Case Study

Overcoming the Challenges Small Businesses Face

Challenge

One of my clients is a busy entrepreneur and a mother. Before we started working together, she felt overwhelmed by needing to maintain her own bookkeeping, run her business, and care for her family. She noticed that some of her transactions were not posting to the correct accounts, and she could not determine why, which caused her a lot of extra work.

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Small business owners typically spend 5–10 hours a month on bookkeeping. With professional support, they can save about 120–180 hours annually—equivalent to one full workweek each month.
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A small business can achieve a potential return on investment of up to 488% and save $59,000 over three years by working with a Certified QuickBooks ProAdvisor, thanks to reduced bookkeeping errors.

Solution

During her New Client Onboarding, I quickly identified the source of the problem: several rules were set up incorrectly, causing transactions to post inaccurately. I reclassified these transactions and corrected the rules to ensure proper posting. Additionally, she had more accounts than necessary, which complicated her financial statements. I streamlined and restructured her chart of accounts to provide her with clearer, more useful financial reports. This provided her immediate, real-time insights into her business's financial health.

Ongoing Results

Now, instead of dealing with the stress of bookkeeping each month, she receives a concise list from me detailing questions I have or documents I need from her, which she can address at her convenience. Each month, she receives easy-to-read financial statements that help her manage her business, improve cash flow, and make tax preparation easier with minimal effort. I take pride in making my clients' lives easier while providing them with better financial information to support their decision-making.

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Accurate tax compliance is more than just avoiding audits; it serves as a catalyst for funding. A recent Federal Reserve survey found that 45% of small businesses with strong financial records were approved for financing.

What clients say

From business owners who trust JMS

    Kara Duffy

    Powerful Ladies & Kara Duffy Coaching & Consulting

    JMS Bookkeeping is my go-to recommendation for all of my small business clients. They get it, are fast, can solve every bookkeeping challenge that comes up and know how to handle business owners who would prefer to never look in QuickBooks again.

      Kendra Laine

      Sprinkled With Pink

      Jennifer has been a blessing to work with, her speed and commitment to accuracy are a breath of fresh air. She just "gets it" and I can count on her to get the job done and done right.

        Aleks Lason

        Let's Cook Editing Services

        Working with Jennifer has been an absolute pleasure. When it comes to bookkeeping, we finally feel like we got it right. Keeping our books up to date is a top priority for our business, and Jennifer has been incredibly reliable, organized, and easy to work with.

          Maggie Larkin Hicok

          Maggie Larkin Consulting, Inc.

          Jennifer Souza has been an exceptional bookkeeper for my company for over 10 years, and I cannot recommend her services highly enough.

          Let's Collaborate

          Contact me to get started!

          PHONE

          503-567-8205

          EMAIL

          jennifer@jmsbookkeeping.com

          LOCATION

          Tigard, Oregon