From shoebox to tax-ready. AI-powered bookkeeping, backed by real pros from Jackson Hewitt. Clean books and a monthly tax-readiness report, making April an afterthought.
Free consultation · Month-to-month · No setup fees
Your books close every month. Nothing piles up. No year-end scramble.
Each close ends with a tax-readiness report. Year-to-date stays current.
AI helps. Your bookkeeper owns every close. Your Client Account Manager owns touch points.
This is a service, not software. Here's what actually happens.
Tell us about your business. We'll recommend the tier that fits. Mixed accounts, missing receipts, months of backlog: all common starting points. Bring what you have.
You review and sign the engagement letter. Set up your payment method. Once both are done, we take it from there and start getting your account ready.
We set up your accounting software. You connect your bank feeds (read-only, no passwords needed). We organize past transactions, and you get an app to snap receipts from your phone. By the end, your bookkeeper is ready to start.
Every month, your bookkeeper reviews your books and closes them out. Your Client Account Manager sends you a clean summary. You also get a tax-readiness report that tracks your numbers from January through December.
| Income | $75,540 |
| Expenses | $54,720 |
| Net Profit | $20,820 |
| Margin | 28% |
| Total transactions | 206 |
| Categorized | 90% |
| Uncategorized | 18 |
| Last sync | Mar 30 |
We built this around three real people we've been enrolling since the pilot started. If one of them sounds like you, we're the right fit.
"I have a business, but I don't want to run spreadsheets."
"My business is scaling. My admin isn't keeping up."
"I've outgrown QuickBooks. I'm not ready for a CPA."
Most self-employed and small business owners are stuck choosing between software they have to learn and an accountant they can't afford. Bookkeeping+ is the third option. Built for where you are.
Tier pricing matches your business complexity. You won't pay for oversight you don't need. And you won't outgrow us when you're ready for more.
Month-to-month. Cancel anytime. No setup fees. Start with a free consultation →
Bookkeeping+ is built on 40 years of tax expertise, a nationwide franchise network, and a partnership with the industry's fastest-growing accounting platform.
Most of the work is remote, but help is nearby when you need it. Offered at participating locations.
Your books are kept by bookkeepers. Your taxes are handled by the same name that has filed 65M+ returns.
Xero software is part of the service. We run it. You get 24/7 access whenever you want to look.
One person owns your file from day one. No getting passed around. No explaining your business five times.
Send us your last 90 days of bank statements. We will read your books and send you a free Tax Readiness Report. No signup, no commitment, no sales pitch. Just a clear picture of where you stand before the next filing season.
Upload the last 90 days of business bank statements. PDFs or CSV exports both work. About five minutes.
An automated analysis runs across the statements, then a Jackson Hewitt Tax Pro reviews the output before it goes back to you.
The report arrives by email within 48 hours. The report is yours regardless of what you decide to do next.
No. You can keep your existing Tax Pro and use us just for bookkeeping. We produce clean monthly records and a tax-readiness report at year-end. Your Tax Pro can be Jackson Hewitt or someone else.
QuickBooks is software you run. This is a service we run for you. You don't learn anything. You don't log in every month. We reconcile your accounts, categorize your transactions, and deliver a summary. You can still see everything in the software (Xero, which we provide) whenever you want.
Both. AI handles the repetitive work: categorizing transactions, matching receipts, flagging anomalies. A bookkeeper reviews every monthly close and handles judgment calls. Your Client Account Manager is the person you talk to. The goal isn't to remove people. It's to remove drudgery.
No. Month-to-month, no setup fees, no cancellation fees. You can cancel anytime, upgrade or downgrade between tiers at the next billing cycle.
Very little. We'll get your software set up and guide you through connecting your bank feeds. After that, we mostly only need you to respond to occasional questions. If you'd rather be more hands-on, you get 24/7 access to the full accounting software.
Just enough to have a real conversation: your business structure (Sole Proprietor, LLC, etc.), your monthly transaction volume roughly, and whether you're already using any bookkeeping software. We'll recommend a tier on the readiness call.
If you decide to move forward, we'll help you set up bank feeds in the software. We don't need your credentials: read-only access is all we need to see your transactions and categorize them. We handle the rest.
About 15 minutes. It's a discovery conversation. Your Client Account Manager introduces themselves, you share how your business operates, and together you confirm whether Bookkeeping+ is a good fit.
Yes. Mixed accounts, missing receipts, months of backlog: all common starting points. Bring what you have, and we work through the rest together.
Your income and expenses are categorized every month using the structure your tax return needs. When tax season arrives, there's no cleanup, no catch-up, no "where did this $400 go?" You hand the tax-readiness report to your Tax Pro and filing goes faster.
Bookkeeping+ is bookkeeping. It doesn't include tax return preparation, tax planning, financial advisory, payroll processing, or entity formation. Those are separate services, and some aren't offered through Jackson Hewitt at all.
Start with a free consultation. No cost. No obligation. We'll tell you if Bookkeeping+ is right for you. If it isn't, we'll tell you that too.
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