Monthly bookkeeping for self-employed owners
Serving Northern Virginia, DC, and Southern Maryland. A boutique, principal-led monthly bookkeeping practice — flat fee, no jargon, clean books by the 10th of every month and a stress-free tax filing at year-end. Jasmine Rose keeps the work principal-led from fit-check through the clean-books-to-tax handoff.
Who this is for
Self-employed, gig, and multi-member LLC owners who'd rather pay someone than learn QuickBooks. Not first-time filers with a clean return.
1099 contractor drowning in receipts
Multiple merchant accounts and 1099 contracts, expenses scattered across cards, and quarterly reconciliations that never quite finish. A flat-fee monthly cadence replaces the quarterly scramble.
Single-member or multi-member LLC
Books a year behind, sales tax missed, K-1s flowing through before the entity catch-up. We bring the books current and keep them current.
Self-employed professional who hates the software
QuickBooks never stuck, spreadsheets are brittle, and reconciling monthly is the chore that always slips. We take the books so you take the calls and the billings.
Practice areas
The bookkeeping retainer is the headline. Tax prep, planning, and resolution stay available for the same clients — and for walk-ins who need them.
Flat monthly fee · Books-to-returns continuity
Monthly bookkeeping retainer
Bank and merchant-account reconciliations, monthly categorization, sales-tax filings, 1099 prep, owner draws, and a single staff contact who knows your file.
Fixed scope · One-time engagement
Catch-up & clean-up
Books a year (or three) behind brought current and reconciled — without redoing the work twice. Often the first step before a monthly retainer can begin.
Per quarter · Optional retainer bridge
Quarterly review
No retainer? Quarterly check-ins catch what monthlies miss: estimated-tax cadence, owner draws, and category drift before it becomes a year-end problem.
Bundled with retainer
Year-end books-to-returns handoff
At year-end, your clean books feed tax prep directly — no re-entry, no scramble, no surprise balance due. Filing is included for retainer clients.
Also available — tax when you need it
Return preparation
Individual, multi-member LLC, and 1099-heavy returns prepared by credentialed staff (CPA/EA/equivalent). Catch-up filings for prior years.
Tax planning
Forward-looking strategy for self-employed owners — entity structure, estimated-tax cadence, and retirement contributions aligned to cash flow.
Representation & resolution
For clients already carrying a balance: penalty abatement, installment agreements, and representation before federal and state authorities.
How it works
The work is structured so the cost is known in advance, the file has an owner, and the deliverable is a monthly close — not a number of hours billed.
Fit-check intake
A short intake (name, email, a sentence about the business — 60 seconds). We reply within one business day to confirm whether a monthly retainer is the right fit before any documents change hands.
Engagement letter
A one-page, flat-fee engagement letter spells out scope, the monthly amount, and what is and is not included. Signed before any document is requested.
Catch-up & onboarding
If the books are behind, we close the gap first. Then we connect the bank and merchant feeds, set up the chart of accounts, and assign one staff contact to the file.
Monthly cadence
Books closed by the 10th. Reconciled, categorized, sales-tax-ready. You review a one-page summary; the underlying detail is always one click away.
Quarterly review
Every quarter we sit down with the numbers: estimated tax, owner draws, and any category drift before it becomes a year-end surprise.
Year-end handoff
Clean books feed tax prep directly. For retainer clients, filing is included — same firm, same staff, no re-entry.
Engagements
Track 01
Monthly cadence for self-employed, multi-member LLC, and 1099-heavy businesses.
Engagement begins
Flat monthly fee · Books-to-returns continuity
Engagement letters are signed before documents are requested.
Track 02
Return prep, planning, and resolution — for bookkeeping clients and walk-ins.
Engagement begins
Per return · or fixed-fee engagement
Engagement letters are signed before documents are requested.
Same file, same firm
Filing is included for retainer clients. Existing tax clients transition into the bookkeeping retainer with priority onboarding — one staff member owns the file from intake through year-end, and the numbers don't get re-entered twice.
For walk-ins with a balance due, a notice, or a return that never got filed, the same firm handles the representation — coordinated with the books so the next year does not create the same problem.
Tell us your situation →Common questions
The questions we hear most often from bookkeeping-fit clients.
Bookkeeping fit-check
Takes 60 seconds. We reply within one business day. No documents required up front — we will tell you whether we are the right fit and, if we are not, who is.
Prefer email?
jasmine-rose-financial-services@polsia.appReplies within one business day. Initial fit-checks are uncharged.
Fit-check form
Step 1 · Who you are
We'll reply within one business day — no documents required up front.
Communications with the firm are confidential. The fit-check inbox is a provisioned inbox — please do not include Social Security numbers or detailed account numbers in your first message.
The firm is not a law firm. Matters requiring an attorney are referred to one. Bookkeeping retainers and tax-prep work are kept under separate engagement letters so scope stays clear.