JoMoClaire (JMC) is your trusted partner for tax preparation, financial guidance, and bookkeeping services. With a focus on clarity, confidence, and certainty, we help individuals and small businesses simplify financial management, maximize tax savings, and achieve their goals. Let us handle the numbers so you can focus on what matters most.
What does JMC provide?
Just More Clarity.
Just More Confidence.
Just More Certainty.
Explore our services
Essentials Package (Guidance & Consulting)
Starting at $350 per month (Discounted if billed annually)
Ideal for businesses looking for guidance, education, and periodic financial check-ins to stay on track.
1. Bookkeeping Services (Monique):
Quarterly reviews of client-prepared financials (no ongoing bookkeeping).
Guidance on cleaning up records and preparing for reconciliations.
2. Advisory Services (JoAnne):
(1) 1-hour quarterly financial strategy session to evaluate business performance and set goals.
General recommendations for improving processes and building financial clarity.
3. Tax Services (Clarice):
Quarterly tax compliance reviews and consultation on self-prepared filings.
Answers to basic tax-related questions via email or text (within 48 hours).
Growth Package (Done-for-You Services)
Starting at $650 per month (Discounted if billed annually)
Perfect for businesses needing ongoing, done-for-you financial management and strategy.
1. Bookkeeping Services (Monique):
Quarterly financial assessments and reconciliations of all accounts (e.g., bank, credit cards, A/R) (bookkeeping done for you). Up to 2 accounts with fewer than 100 transactions each. Additional accounts will be $100 per account. More complex bookkeeping will require a custom quote.
2. Advisory Services (JoAnne):
(3) 1-hour financial strategy sessions (held monthly) to align operations with long-term goals.
Recommendations for optimizing cash flow, operational efficiencies, and growth opportunities.
3. Tax Services (Clarice):
Comprehensive quarterly tax strategy planning and preparation support for estimated payments.
Ongoing support for tax inquiries via email and text (response within 24 hours).
CFO Support Package (All-Inclusive Done-for-You Services)
Starting at $5,500 per month (Discounted if billed annually)
Designed for businesses needing a customized, hands-on financial team for day-to-day management and high-level strategy.
1. Bookkeeping Services (Monique):
Full monthly bookkeeping, including reconciliations of bank accounts, credit cards, A/R, and A/P.
Preparation of custom monthly reports (e.g., profit & loss, balance sheet, and cash flow statements).
2. Advisory Services (JoAnne):
Monthly 1-hour financial strategy sessions to review performance and adjust business strategies.
Creation of custom cash flow plans, budgets, and actionable steps for scalability and sustainability.
3. Tax Services (Clarice):
Monthly tax compliance monitoring, preparation for estimated payments, and annual planning.
Proactive tax strategy sessions to minimize liabilities and maximize savings.
Priority access to email/text for urgent tax-related questions (response within 12 hours).
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