From shoebox to tax-ready. Painless business finances, handled by real pros from Jackson Hewitt. Clean books and a monthly tax-readiness report, making every April an afterthought.
Free consultation · Month-to-month · No setup fees
Your books close every month. Nothing piles up, so you always know your numbers.
Every close ends with a scored tax-readiness report. Your Tax Pro gets a clean handoff, whenever you file.
You don’t learn a new tool. You run your business. A real bookkeeper closes your month, every month.
One path, four steps.
Tell us how your business runs and send 90 days of bank statements. We recommend the tier that fits. Mixed accounts and missing receipts are normal.
Review the engagement letter, set up payment, and that’s your part done. No forms to fill out, no complicated signup, and nothing to gather first.
You connect your bank feeds, read-only, and get an app for receipts. We set up the software, organize past transactions, and get your books on track.
Your books are closed. Your Client Account Manager sends you a clean summary. Your scored tax-readiness report tracks the year as it goes, month by month.
| 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. Numbers+ 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 →
After 65 million returns, we’ve seen it all: commingled accounts, half-tracked mileage, shoeboxes full of receipts. Now, Numbers+ handles it.
Four decades of returns, audits, and rule changes. Your books are kept with all of it in mind.
Most of the work is remote. When you want someone in person, there is an office nearby.
One person owns your file from day one. No getting passed around. No explaining your business twice.
Real accounting software is part of the service. You get 24/7 access to look whenever you want.
Send us your last 90 days of bank statements. We will read your books and send you a free report so you know where you stand. No signup, no commitment, no sales pitch.
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 the books. 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.), roughly your monthly transaction volume, whether you're already using accounting software, and 90 days of bank statements. 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 30 minutes. It's a discovery conversation. Your Client Account Manager introduces themselves, you share how your business operates, and together you confirm whether Numbers+ 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.
Numbers+ keeps your books current and tax-ready. 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 Numbers+ is right for you. If it isn't, we'll tell you that too.
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