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Juanita Bookkeeping Group profile image

Juanita Bookkeeping Group


Are you... 1. Doing the books and hating it? 2. Wasting valuable selling time by doing your own bookkeeping? 3. Frustrated from not knowing how your business is doing on a timely basis? 4. Paying too much in taxes? 5. Making critical financial mistakes in your business? If you answered yes to any of these questions we can help! Juanita Bookkeeping Group is a bookkeeping provider that specialize in helping small to midsize businesses increase revenue, accelerate cash flow, build workflow efficiency and strategic profit growth. As a business owner you have more important things to do than juggle your own books. Managing and growing your business is a complicated process and maintaining your company’s book is a tedious, time consuming task that takes your attention away from ensuring your company’s sustainability and growth. Juanita Bookkeeping Group has the experience, the expertise and the time to shoulder your bookkeeping responsibilities so that your precious time becomes available to you for other opportunities in your business. If you are looking for a reliable and accurate bookkeeping service with no fuss or hassle then look no further, you have come to the right place! We’ll help to minimize your stress, organize your reporting and efficiently manage your books. We’ll also provide financial projections to help you make informed decisions, we have you covered! Our dedication is committed to providing our clients with confidential, personalized, and trustworthy services. Allow us to do your bookkeeping while you keep your business on track, cut costs and increase profits! Our Services Include: Accounts Payable/Bill Payment Accounts Receivable/Invoicing Bank Reconciliation Financial Reporting Payroll Services Business Management Bookkeeping Consulting Quickbooks Setup & Support Year End Preparation your CPA or tax preparer We’re experts at bookkeeping and we know what it takes to handle the books. You can be sure with us in your corner you’re getting the results you need. Get back to running your business. Schedule an appointment to learn more. Let’s talk about your concerns and come up with a plan to get your bookkeeping on the right track. Contact us by email!

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What kind of accounting services do you provide?

General Bookkeeping Services
• General Bookkeeping Setup – If needed, we can setup your books for maximum efficiency and accuracy.

• Accounts Receivable Bookkeeping Services – Invoicing, sales receipts, receive and deposit incoming payments, etc.

• Accounts Payable Bookkeeping Services – Entering purchase orders and invoices, cutting checks for vendors and other liabilities, etc.

• Record Keeping – Make journal entries.

• Reconciliation – Reconcile bank statements, credit cards, etc.

• Reporting – Generate instant financial statements for bank loans, etc.

• Year End Reporting – Expertly prepare all financial information at year end for your CPA and/or tax preparer. Better records = tax savings.

Payroll Services
• Add or edit employee information.

• Accurate – We meticulously process your time data, so your employees are paid what they should be paid.

• Weekly / biweekly payroll processing – Print checks or process direct deposit (our preferred method).

• Reporting – Print payroll register and other reports.

• Record keeping – Process monthly, quarterly, and year-end payroll reports, including 1099’s and W2’s.

Financial Consulting Services
• Financial statements on a monthly or quarterly basis

• Provide financial analysis and overhead analysis for business management decisions

• Set Up Chart of accounts

• Create and develop budget and forecast options to maximum profit

We can Help! Let’s get Started!

Why is it so important for businesses to hire a great accountant?

To ensure your business financials are accurate the first time around.

What do you love most about your job?

Helping other accomplish their dreams and goals and be successful at the same time.

What inspired you to start your own business?

As the owner and founder of Juanita Bookkeeping Group, my passion lies in helping small business owners by providing just the right level of bookkeeping, cleanup, and consulting that they need for their business

Why should our clients choose you?

Our mission is to benefit our clients, by removing the burden of necessity for a costly bookkeeping staff.

We guarantee to:

• Provide significant savings to our client’s bookkeeping and business service costs

• Reduce the additional unwanted exertions of the small business owner that coincides with entrepreneurship

• Optimize the efficiency and effectiveness of client performance

• Save valuable time

• Improve profitability

• Advance the client’s competitive advantage

• Streamline the client’s workflow into a one-stop service solution

We believe the financial function of a business is the central nervous system. Therefore, hiring a reputable and honorable firm to plan and control the financial functions is vital for survival and longevity. It is one thing to survive in a corporate driven economy, Juanita Bookkeeping Group is dedicated to our small business clients to thrive not just survive.

Our Values
Responsibility – Dedication & motivation to fulfill the obligation of our engagement to clients

Accountability – Respect, trust, and adherence to the financial accounting standards

Integrity – Maintain ethical and moral principles to exceed expectations of confidentiality and quality

Honor – Demonstrate and uphold our duty and loyalty to deliver superiority to clients

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Who is this accounting for?

Homeowners Association

How often do you need accountancy services?

Partially monthly, partially on demand (e.g. "I need a statement for this unit owner")

What is your annual revenue or income?

Less than $50K

How many staff does your business have?

As president of HOA and no one else really wants to do anything I do pretty much all the work

Which accounting services do you need?

Balancing books, Bookkeeping, Preparing financial statements, Preparing tax returns

Do you have any additional details

Everything we have is on Quickbooks. Therefore the new accountant would get the Quickbooks file to work with.

Who is this accounting for?


How often do you need accountancy services?


What is your annual revenue or income?

Prefer not to say

How many staff does your business have?

No staff

Which accounting services do you need?

Preparing tax returns, Franchise Tax and Form 1065 Filing

Do you have any additional details

Looking to file the Texas Franchise Tax (No Annual Tax Due Report) and Form 1065 for 2 investment LLC's: GIGTECH LLC and TBAR LLC

Who is this accounting for?


How often do you need accountancy services?


What is your annual revenue or income?

$300K - $1M

How many staff does your business have?

1 to 5

Which accounting services do you need?

Auditing, Balancing books, Bookkeeping, Managing accounts receivable and payable, Preparing financial statements, Preparing tax returns

Do you have any additional details

On or off-site remote access. Full accounting services needed. Flexible part time. Financial analysis needed as well - YOY, YTD, and budget forecasting if possible

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