Clear books. Clearer decisions.

Monthly bookkeeping, account reconciliations, catch-up and cleanup work, and financial reports that are easy to read. Jerni keeps your books current, so you can see where the business stands at any point in the year.

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Most owners only take a close look at their books at tax time, when the year is already over. Kept current, your books show what has changed, what needs attention, and whether things are on track while there’s still time to act.

Having records is useful. Being able to read them, and see what’s really going on in your business, is the point.

Services

What Jerni does

Bookkeeping and reporting built around how your business actually operates. Most clients use a few of these together, and I’ll help you figure out which ones fit.

01

Monthly Bookkeeping

Books kept current. Accounts reconciled. Financial statements prepared on a regular schedule.

Most clients start here.

02

Cleanup & Catch-Up Bookkeeping

For books that have fallen behind, or never quite added up. I bring them back into order, one period at a time.

03

Account Reconciliation

Every business account matched against its statements, so the numbers hold up.

04

Financial Reporting

Profit and loss, balance sheet, and any other reports that help you run the business.

05

Financial Organization

A cleaner chart of accounts, better records, and a month-end that runs smoothly.

06

Business Financial Support

Someone to ask when a bookkeeping or reporting question comes up between month-ends.

07

Projections & Planning Support

Past results organized into reasonable projections to support your own business planning.

Who Jerni is for

You don’t need to run a traditional business to have professional books.

Jerni works with small and independent businesses of every kind, including the ones that don’t fit a neat category.

If your books are behind right now, you’re in good company. Catching up is a normal part of the work, and I’m happy to explain anything as often as you need.

Why Jerni?

Books that answer your questions.

Bookkeeping tells you what happened. Kept well, it also makes it much easier to see what’s happening now. Most clients start somewhere in the first list. The work is getting everything into the second.

Where many owners start

Where Jerni helps you get to

The journey

How it works

01

Connect

We start with a conversation about your business, how the books are kept today, and where you’d like help. There’s no need to tidy up first.

02

Organize

I review your setup, bring anything behind or inconsistent up to date, and put a simple, reliable workflow in place.

03

Maintain

Transactions are recorded, accounts reconciled, and reports prepared on a schedule we agree on, so you don’t have to chase it or remember to ask.

04

Understand

You get reports you can read, and a real person to walk you through them: what came in, what went out, and what changed since the last report.

About

I’m Jessica, founder of Jerni Financial Co.

I believe financial information should be understandable, not intimidating.

Plenty of smart, capable business owners feel uneasy about their books. Usually the numbers aren’t impossibly complicated. Nobody has organized them or explained them clearly.

My background in accounting and customer service shaped how I approach the work: accurate books, clear communication, and a focus on making things easier to understand.

Jerni isn’t an assembly line. I like learning how each client’s business works, because different businesses need different approaches. Unusual industries, creative companies, and businesses built a little differently are some of my favorites.

Why “Jerni”? The name comes from my last name, Jernigan, and from the word journey. Every business is on its own path, and you shouldn’t have to find your way through the numbers alone.

FAQ

Common questions

Something else on your mind? Send a note.

What types of businesses do you work with?

All kinds, especially small and independent ones. Jerni is based in Pennsylvania and works with clients remotely, so your location isn’t a barrier.

Do I need ongoing bookkeeping or a cleanup?

If your books are current, monthly bookkeeping keeps them that way. If they’re behind or disorganized, a cleanup comes first. Many clients do the cleanup and then move to monthly support.

Can you help if my books are behind?

Yes. The work involved depends on how far behind the books are and the condition of the records, so we’ll look at them together before I recommend a plan.

What does monthly bookkeeping include?

Generally: recording and categorizing transactions, reconciling accounts, keeping records organized, and preparing regular financial reports. The exact scope is agreed with each client before work begins.

How often will my books be updated?

It depends on the engagement. Monthly is most common, and the schedule is set around your transaction volume and reporting needs.

What financial reports will I receive?

Usually a profit and loss statement and a balance sheet, as they apply to your business, plus other reports if they’re useful to you.

Do you prepare taxes?

Jerni Financial Co. currently focuses on bookkeeping, financial organization, reporting, and business financial support, and doesn’t prepare taxes. Well-organized records do make working with a tax professional much easier.

Is Jerni Financial Co. a CPA firm?

No. Jerni provides bookkeeping, reconciliation, financial reporting, cleanup, financial organization, and ongoing business financial support. For work that requires a CPA, such as tax preparation or audits, I’m glad to work alongside the professionals you already use.

Do you provide investment advice?

No. Jerni doesn’t provide investment advice or securities recommendations. The focus is business bookkeeping, reporting, and financial organization.

How does pricing work?

Pricing depends on scope: transaction volume, the number of accounts, the reporting you need, and whether a cleanup comes first. After a first conversation, you’ll get a clear scope and price before any work begins.

Contact

Let’s talk about your books.

Tell me a little about your business, and I’ll be in touch to set up a time to talk. No pressure, and no obligation.

(570) 216-8011
[email protected]Based in Pennsylvania. Working with clients remotely.