Business Details
Expert Remote Bookkeeping for SMBs
Juanita Accounting & Bookkeeping was founded with the vision of empowering small and mid-sized businesses across the United States with financial clarity and control. As a 100% remote-based firm headquartered in Carrollton, Texas, we specialize in transforming disorganized financial data into accurate, actionable insights tailored to the unique needs of our clients. Our team brings over a decade of combined experience in accounting and finance, offering comprehensive services including day-to-day bookkeeping, accounts payable/receivable management, internal financial reporting, and strategic asset management. With industry-specific expertise spanning construction, hospitality, insurance, and more, we provide objective insights that align with our clients' operational realities. We collaborate seamlessly with CPAs to ensure tax preparation accuracy and deliver cost-effective solutions that simplify financial complexity.Our commitment to excellence is reflected in our client-centric approach, which prioritizes transparency, proactive communication, and long-term business growth. Our remote-first model eliminates geographical barriers while maintaining the highest ethical standards, allowing us to serve businesses nationwide with consistent, high-quality support. Through meticulous attention to detail and a focus on delivering real-world financial clarity, we empower entrepreneurs to concentrate on core business operations rather than complex ledgers. Our mission remains steadfast: to establish ourselves as the most trusted and preferred bookkeeping company by reducing the complexity of small business finances and driving clients toward long-term success.
Services
Day-to-Day Bookkeeping
Accounts Payable Management
Accounts Receivable Management
Internal Financial Reporting
Quarterly Tax Filing
Highlights and features
- We offer 100% remote-based bookkeeping services accessible nationwide with no geographical barriers.
- Our team provides industry-specific financial expertise across sectors including construction, hospitality, and insurance.
- We collaborate seamlessly with clients' CPAs to ensure tax preparation accuracy and compliance.
- We deliver accurate, real-time financial insights to support strategic business decisions.
- Led by a Full Charge Bookkeeper with over a decade of accounting experience, our team combines expertise and dedication.
What people say
Made accounting simple
Expertise and insights
Prompt professional service
Lifesaver for small business
Exceptional expertise
Services
Accounts Payable Management
Our Accounts Payable Management service ensures efficient handling of vendor payments and bill processing. We input invoices into your payable system, prepare payments, maintain vendor files, and reconcile statements to guarantee accuracy. This service provides businesses with detailed aged payables reports and ensures compliance with tax documentation requirements, reducing financial risk and improving cash flow management.
Accounts Receivable Management
Accounts Receivable Management streamlines your invoicing and collection processes to optimize cash flow. We handle invoice generation, revenue accounting, and credit card deposit recording while providing aging reports for outstanding payments. This service improves collection efficiency and ensures accurate revenue tracking, giving businesses better control over their financial operations.
Day-to-Day Bookkeeping
Day-to-Day Bookkeeping maintains accurate financial records through timely transaction recording and ledger maintenance. Our team reconciles bank statements, prepares journal entries, and produces financial reports to provide real-time visibility into your business's financial health. This foundational service ensures consistent record-keeping and supports informed decision-making.
Financial Reporting
Financial Reporting delivers customized internal reports that reveal business performance and key trends. We provide balance sheets, trial balances, and specialized reports tailored to client needs, enabling data-driven decisions. This service transforms raw financial data into actionable insights while maintaining compliance with accounting standards.
Quarterly Tax Filing
Quarterly Tax Filing services handle sales, use, local, and state tax filings to maintain compliance. Our team ensures accurate documentation and timely submissions while collaborating with CPAs for tax optimization. This service simplifies tax obligations and reduces the risk of penalties through meticulous preparation and record-keeping.
People
Marilyn J. Rushing
Founder & Full Charge Bookkeeper
Marilyn J. Rushing founded Juanita Accounting & Bookkeeping with over a decade of accounting experience. She specializes in providing tailored financial solutions for small businesses, transforming disorganized accounts into clear financial systems. Her leadership focuses on accuracy, client education, and empowering entrepreneurs to concentrate on core business operations.
Questions
What services does Juanita Bookkeeping Group offer?
We provide day-to-day bookkeeping, accounts payable/receivable management, financial reporting, quarterly tax filings, and personalized financial education courses for business owners.
Are your services available outside Texas?
Yes, we operate 100% remotely and serve businesses nationwide across the United States without geographical limitations.
How do you handle industry-specific financial needs?
Our team has specialized experience in construction, hospitality, insurance, media, childcare, and other sectors to address unique financial requirements effectively.
Can you work with my existing CPA?
Absolutely, we collaborate seamlessly with CPAs for tax preparation and audits, providing clean financial records to streamline their work.
What bookkeeping software do you use?
We work with leading cloud platforms including Xero, QuickBooks, Wave, and Sage 100 to ensure efficient and accessible financial management.
How much does your personal bookkeeping course cost?
Our 10-hour Personal Bookkeeping 101 course costs $350, including expert instruction and comprehensive course materials.
