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Bookkeeping · Insight · Strategy

Modern tools.
Meaningful results.

We use leading technology to streamline your financial operations — so we can focus on what matters most: helping your business grow.

Know your numbers
Understand your business
Make better decisions
Plan for what's next
CLARITY · CONFIDENCE · GROWTH
98.4%
Books reconciled on time
5
Platforms, one workflow
24hr
Avg. close turnaround
Cash flow forecastTrending up
Month-end closeAutomated
Advisory reviewScheduled
QuickBooks ProAdvisor Certified Double Certified 25+ Years in the Industry HBS Online Financial Accounting Certificate
The technology stack we trust

Five platforms. One clear picture of your business.

Five platforms, working together behind the scenes. Double is our main line to you; Digits or QuickBooks is where we handle day-to-day communication and reconciling; Gusto and Bill.com keep the payroll and AP/AR running accurately.

01
DIGITS
Client Comms & Reconciling

Our day-to-day hub for client communication and accounting.

We use Digits to talk with you regularly and to handle normal reconciling and accounting — modern, cloud-based, and built for real-time collaboration.

02
QuickBooks Online
Accounting Software

Accounting software that keeps your books accurate and up to date in real time.

03
gusto
Payroll & HR

Payroll and HR made simple — so your team gets paid accurately and on time.

04
bill.com
AP / AR Automation

Smarter AP/AR automation and payments that save time and keep cash flow moving forward.

05
Primary — Client Communication
double
AI Practice Management

Our main platform for client communication, backed by an AI-powered month-end close.

Automate workflows, close faster, and run our practice with confidence — every AI-assisted close is reviewed by our team before it reaches you.

The J Evans difference

Technology handles the transactions. We bring the interpretation, strategy, and trusted relationship.

That's the J Evans difference — powerful software paired with a bookkeeper who actually knows your business, and a standing promise that any AI-assisted work gets a human review before it ever reaches you.

01
Clear financials you can rely on
Books that are accurate, current, and ready whenever you need them.
02
Insight that helps you decide
Reporting translated into plain answers about where your business stands.
03
Strategy to improve profit & cash flow
Proactive guidance, not just a rearview look at last month.
04
A trusted partner invested in you
One relationship, accountable for the numbers and what comes next.
Meet the team

The people behind your books.

Real advisors who know your business — not just software running in the background. QuickBooks ProAdvisor & Double Certified.

Jackie Evans, Founder
Founder

Jackie Evans, Founder of J Evans Money Management, works with business owners who are serious about structure, clarity, and growth.

With deep experience supporting construction, property, and rural businesses, she helps owners move from reactive bookkeeping to proactive financial organization.

Her goal: To build strong back-office systems that support confident decisions.
Jackie, Founder & Advisory Specialist
Jackie
Founder & Advisory Specialist
25+ Years in the Industry
HBS Online Financial Accounting Certificate
Crystal, Senior Accounting Associate
Crystal
Senior Accounting Associate
15+ Years in the Industry
Stefanie, Compliance & Communication
Stefanie
Compliance & Communication
6+ Years in Communication
Efficient in ChatGPT · Lover of Canva · Besties with Facebook
Karsyn, Junior Accounting Associate
Karsyn
Junior Accounting Associate
HBS Online Financial Accounting Certificate
Notary Public
Beyond monthly bookkeeping

Back Office Add-On Services

Some businesses require more than monthly bookkeeping. We offer structured add-ons when needed.

01
Cleanup & Catch-Up Services

Prior-year or prior-month reconciliation and correction.

02
1099 & W-9 Compliance Workflow
  • W-9 collection tracking
  • 1099 preparation & filing coordination
  • Digital reissue policy
03
Payroll & Sales Tax Reporting

Payroll processing support and sales tax filing so deadlines never slip.

04
Insurance Audit Support

Preparation of reports and payroll breakdowns for workers comp & general liability audits.

05
Loan & Financial Verification Packets

Bank-ready financial statements and supporting reports for lenders.

06
Accounts Payable & Receivable

Bill pay, invoicing, and collections managed on your behalf to keep cash flow moving.

07
Advisory Services

Ongoing strategic guidance on profit, cash flow, and planning — beyond the numbers themselves.

$250/mo
Starting at
Pricing

Monthly packages start at $250.

Customized packages built to fit your business needs.

All packages include
Monthly transaction categorization
Bank & credit card reconciliations
Financial statements (P&L + Balance Sheet)
Secure document portal
Year-end tax-ready reporting
Let's talk about your business

Schedule a free consultation today.

Bring your questions. We'll bring the clarity, confidence, and a plan for what's next.

Book Your Free Consultation
Leonard, TX  ·  Office Hours: Mon–Thu, 9am–3pm