Accounting & Bookkeeping
Our accounting services give you accurate books, organized financials, and clear insight into how your business is performing. We handle your monthly reconciliations, reports, and compliance so you always know where your money is going—and can make confident decisions with reliable numbers.
Accounting & Bookkeeping in Monroe.
Accounting is the process of tracking, organizing, and reporting your financial activity so your business stays accurate, compliant, and financially healthy.
Monthly Bookkeeping
Our monthly bookkeeping service keeps your financial records accurate and up to date by categorizing transactions, tracking income and expenses, and maintaining clean books for your business.
Financial Reporting
We provide clear, easy-to-understand financial reports including profit and loss statements, balance sheets, and cash flow summaries.
Account Reconciliation
Our account reconciliation service verifies that your bank accounts, credit cards, and payment platforms match your financial records.
Common questions.
Everything we get asked before someone books this service. Don't see your question? Send us a note.
- Transaction categorization, bank reconciliation, financial reporting, expense tracking, and month-end close.
Talk to us about accounting & bookkeeping.
Tell us what you need and we'll get back to you. Prefer to call? (704) 373-4019
Other services.
Tax Preparation
At JG Financial Services, we provide accurate and compliant tax preparation for individuals and small businesses, ensuring every deduction, credit, and opportunity is fully optimized. Our approach focuses on clear communication, proactive planning, and IRS-ready documentation so you can file confidently without surprises.
Payroll
Our payroll services help keep your employee payments accurate and compliant. Through ADP, we handle the setup, review, and tax-related oversight so your payroll stays accurate and aligned with IRS requirements year-round.
Financial Advisory
Our advisory services provide clear guidance to help you make confident financial decisions. Whether you're planning for growth, improving operations, or evaluating new opportunities, we offer practical insights tailored to your business goals.