Simple, flat-rate pricing.
Pick the plan that fits where you are — every plan includes a QuickBooks subscription and a direct line to Jay. Catch-up quoted separately so a messy start never inflates your monthly.
Assisted
- Monthly bookkeeping
- Bank & card reconciliation
- QuickBooks Simple Start included
- Monthly check-in
Managed
- Everything in Assisted
- Invoicing & ticketing
- A/R follow-up
- Monthly statements
Advantage
- Everything in Managed
- IFTA & settlements
- Payroll / 1099 processing
- Quarterly tax estimates
Full Service
- Everything in Advantage
- Payroll & 1099s
- Business & personal tax filing
- Operations assistance
All plans include a QuickBooks subscription. Catch-up & cleanup is quoted separately. Backed by the 30-day guarantee. Prefer a custom fit? Request a plan instead.
Questions
Everything you want to know before you call
Plain answers — no sales talk.
Pricing
Is the QuickBooks subscription really included?
Yes — every bookkeeping plan bundles a QuickBooks Simple Start subscription. I handle setup and connect your accounts so you don't have to figure it out yourself.
What if I'm behind on my books?
Catch-up and cleanup is quoted separately based on how many months need work. That keeps your ongoing monthly rate flat — you pay once to get current, then a predictable amount every month after.
Can I change plans later?
Anytime. Start on the Assisted plan if you're just getting organized and move up to Managed or Advantage as your operation grows. No penalty, no locked-in term.
Are there any setup fees?
No setup fees for ongoing plans. If you need historical catch-up work, that's quoted separately — but once we're current, your monthly stays flat.
Process
How do I get my receipts and documents to you?
However works for you. You can email receipts to receipts@accountingjay.com, forward photos, or use the upload portal on this site. I build the system around your habits — not the other way around.
How long does onboarding take?
Usually one week. We start with a call where I learn your operation, then I connect your bank feeds and set up QuickBooks. If you've got existing books, I review them and flag anything that needs cleaning up before we move forward.
Do you work with clients outside of North Dakota?
Yes. Everything runs remotely — I work with operators across the country. The only requirement is that you're willing to communicate by phone, text, or email. Most of my processes were built for people on the road.
QuickBooks & Technology
Do I need to know how to use QuickBooks?
No. On the Managed plan and above, I handle QuickBooks entirely. On the Assisted plan, I'll walk you through the basics so you can enter your own transactions — and I check your work every month.
Can you work with my existing QuickBooks file?
Yes. I'll review your current setup, fix any chart-of-accounts issues, and pick up from where you are. If the file is too tangled to salvage, I'll tell you upfront and quote a clean rebuild.
Trucking & Industry-Specific
Do you handle IFTA filing?
Yes — IFTA quarterly filing is included in the Advantage and Full Service plans. I track your mileage by state and fuel purchases, calculate what's owed, and prepare the return. You review and submit.
Can you handle bookkeeping for a small fleet?
Yes. The Advantage plan is designed for owner-operators with 2–3 trucks and small fleets. I track settlements by truck, handle driver 1099s or payroll, and keep fuel and maintenance separated per unit.
Do you work with owner-operators who use factoring?
Absolutely. I know how factoring advances, fees, and chargebacks need to be recorded in QuickBooks. Most bookkeepers get this wrong — I've done it enough to get it right.
CPA vs. Bookkeeper
You're not a CPA — does that matter?
For day-to-day bookkeeping, payroll, invoicing, and IFTA — no. I'm an educated and insured bookkeeper and QuickBooks ProAdvisor Gold. What I do is keep your books clean so that when tax season comes, your CPA (or mine) has everything they need and doesn't have to charge you to fix a year of mistakes. If you need a CPA for complex tax strategy or audit representation, I'll tell you and I can refer you to one.
Can you file my business taxes?
Business and personal tax filing is included in the Full Service plan. For other plans, I prepare your books so they're tax-ready — I can E-File your personal or business taxes through my PTIN, and if they are too complicated, we can connect you with a CPA or EA to finalize your year-end tax filing.
Guarantee
What's the 30-day guarantee?
If you're not satisfied in the first 30 days, you pay nothing. No questions, no invoices, no hard feelings. I want long-term clients who trust the work — not people locked into something that isn't a fit.
Not sure which plan fits?
Tell Jay about your operation, and we can customize the best option for your organization.
Book a free callor call/text 701-690-3707