Books + Balance: Tackle Your Monthly Books with Expert Support

Your dedicated time to get your financials in order—without doing it alone.

We gather monthly to tackle the bookkeeping tasks that keep getting pushed to the bottom of your to-do list: reconciling accounts, categorizing transactions, reviewing your P&L, and organizing for upcoming deadlines.

This isn't a class; it's focused co-working time where you bring your laptop and your books, and we provide the space, structure, and accountability. Plus, we have a bookkeeping expert on hand to answer those "wait, where does THIS go?" questions that come up while you're working.

Note: Our expert can help you get organized and answer bookkeeping questions, but cannot provide tax preparation or advice.

Whether you're catching up or staying ahead of the game, bookkeeping is always easier when you're not doing it in isolation.

What to bring: Your laptop, login credentials for your bookkeeping software, and your questions. Feel free to bring your own snacks and beverages.

What we provide: Focused work time, structure, community, and expert guidance.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher The JWC Foundation