About J.R. Harris Bookkeeping
Who is behind J.R. Harris Bookkeeping?
J.R. Harris Bookkeeping is founded and operated by a professional bookkeeper with hands-on expertise serving small service-based businesses across the United States. Our approach is data-driven, transparent, and client-centric built to give business owners clear financial visibility so they can make confident decisions.
What types of businesses do you work with?
We specialize in small service-based businesses nationwide. Whether you're a freelancer, consultant, agency, or professional services firm, our productized bookkeeping services are designed to fit your workflow and scale with your growth.
Are you a licensed bookkeeper?
Yes. J.R. Harris Bookkeeping operates with professional-grade standards, including Errors and Omissions (E&O) insurance, general liability coverage, and cyber liability insurance to protect both our clients and our business.
Services
What services do you offer?
We offer a range of bookkeeping services, including:
- Monthly Bookkeeping Subscription for ongoing, hands-off bookkeeping on a monthly retainer
- Historic Cleanup to catch up on months or years of disorganized books
- Chart of Accounts Setup to build a clean, accurate account structure tailored to your business
- Transaction Categorization to ensure every transaction is properly classified
- Bank Reconciliation to match your books to your bank statements with precision
- Financial Report Generation for clear profit and loss statements, balance sheets, and more
Do you offer one-time services or only subscriptions?
Both. Our monthly bookkeeping subscription is ideal for ongoing support, while services like Historic Cleanup, Transaction Categorization, and Report Generation are available as standalone engagements.
QuickBooks Integration
Do you work with QuickBooks?
Yes. We work within QuickBooks Online to manage your books. All of our core services including categorization, reconciliation, reporting, and cleanup are performed directly in your QuickBooks account, ensuring you always have access to your own data.
Do I need an existing QuickBooks account?
Not necessarily. If you don't already have QuickBooks Online, we can help guide you through setup as part of our onboarding process. If you do have an existing account, we'll connect directly to it.
Will I retain access to my QuickBooks account?
Absolutely. You own your QuickBooks account at all times. We work as an invited accountant user and you can revoke access at any time.
Consultations and Communication
How do consultations work?
Initial consultations are conducted via secure Zoom video call. During the call, we'll review your current financial situation, discuss your goals, and recommend the right service package for your needs.
Are Zoom consultations secure?
Yes. We use Zoom's encrypted video platform for all client meetings. We never share, record, or store meeting content without your explicit consent, and we follow best practices for handling sensitive financial information.
How do I schedule a consultation?
You can book directly through our scheduling link on the website. Select a date and time that works for you, and you'll receive a confirmation with your secure Zoom link.
Insurance and Data Security
Is J.R. Harris Bookkeeping insured?
Yes. We carry three types of professional insurance:
- Errors and Omissions (E&O) Insurance protects clients if a professional mistake occurs in our bookkeeping work
- General Liability Insurance covers broader business liability
- Cyber Liability Insurance protects against data breaches and cyber incidents involving sensitive financial data
How do you protect my financial data?
We take data privacy seriously. All client data is handled through encrypted, cloud-based platforms including QuickBooks Online and Zoom. We do not share your financial information with third parties, and we comply with applicable data privacy standards.
Getting Started
How is pricing determined?
Pricing is based on the scope and complexity of your needs. Schedule a free consultation and we'll provide a clear, custom quote with no surprise billing.
How do I get started?
The easiest way to get started is to schedule a free consultation. We'll walk you through our process, answer your questions, and match you with the right service package.
Do you offer refunds?
Please refer to our refund policy for details. For service-specific questions, reach out to us directly and we'll work with you to find a resolution.