Your Business Is
Making Money.
Now Let's Make Sure
You Keep More of It.
Bookkeeping, tax strategy, and financial leadership for established business owners who want clearer numbers, stronger cash flow, and smarter decisions.
QuickBooks and AI tools can organize transactions faster. They cannot guarantee your numbers are accurate, your reports reflect reality, or your business is prepared for taxes and growth.
How We Help Business Owners Take Control of Their Numbers
Your finances should help you make stronger decisions, not leave you guessing.
Choose the level of support that fits where your business is today.
QuickBooks Health Check
Are Your QuickBooks Numbers Safe to Trust?
Whether you manage your own books or use AI bookkeeping, we identify errors and red flags that can affect cash flow, taxes, and business decisions.
AI-supported. Human-reviewed.
DIY business owners and AI bookkeeping users who want accurate, decision-ready numbers.
$97 One-Time Mini Diagnostic
Bookkeeping & Financial Reporting
Organized books and clear monthly reports that help you understand profit, cash flow, and what is really happening inside your business.
Established business owners who need ongoing bookkeeping support and reliable financial visibility.
Monthly support begins at $650.
Tax Planning & Business Tax Support
Proactive tax guidance that helps you prepare before filing season, protect cash flow, and make smarter tax decisions throughout the year.
Business owners with growing revenue, multiple income streams, changing profitability, or concerns about tax exposure.
Starts with a $497 Financial Clarity Session. If you move forward with us, your $497 session fee is applied to your first month.
CFO Advisory & Cash Flow Strategy
Financial guidance for business owners making bigger decisions around profit, cash flow, pricing, owner pay, taxes, hiring, or growth.
Established businesses that are earning revenue but need more than bookkeeping to make confident financial decisions.
Strategy support begins with a $497 Financial Clarity Session. If you move forward with us, your $497 session fee is applied to your first month.
90-Day Business Financial Reset
A focused financial reset designed to identify the gaps affecting profit, cash flow, reporting, and tax readiness so you can move forward with a practical financial plan.
Established business owners with $350,000 or more in annual revenue who are ready to strengthen their financial foundation and make more confident growth decisions.
$1,997 Total | 90-Day Program
Cash & Profit Control
Monthly financial management for business owners who want clearer numbers, stronger cash flow, better profit control, and clearer financial decisions month after month.
Established owner-led businesses that are generating consistent revenue but need stronger control over cash, profit, taxes, and owner pay.
Starting at $997/Month | 12-Month Commitment
Not Sure What Your Numbers Need? Start Here.
Whether you manage QuickBooks yourself or use AI bookkeeping, reports can look complete while errors, gaps, and costly blind spots are still hiding underneath. Get a professional review before relying on your numbers for taxes, cash flow, pricing, or growth decisions.
AI-supported workflow. Human-reviewed financial insight.
- Confirm whether your QuickBooks numbers are accurate enough to trust
- Identify bookkeeping, reconciliation, and reporting red flags
- Get clear next steps from a Certified QuickBooks ProAdvisor
For DIY business owners and AI bookkeeping users who need decision-ready numbers.
Meet the Founder
Margot
I know what it feels like to run a business while serving clients, managing daily operations, taking care of family and telling yourself you'll look at the numbers later.
I learned firsthand how quickly “later” can turn into financial decisions being made without the clarity you need.
And I had the financial background to know better.
That experience changed the way I built H&J Financial Solutions.
Today, we combine AI-supported financial technology with experienced human review to help business owners understand what is actually happening behind their numbers. Technology helps us organize and analyze information efficiently, but financial judgment, interpretation and strategy remain human-led.
My clients don't just receive reports or organized books. We talk about what the numbers actually mean, what's happening with cash flow and profit, what needs attention before tax season, and what financial decisions make sense next.
Because you shouldn't have to become a financial expert to run a financially strong business. You need numbers you can trust and a financial partner who can help you use them.
Who We Help
- Established service-based business owners
- Six-figure and growing businesses
- Business owners using QuickBooks but unsure whether their numbers are accurate
- Owners preparing to grow, hire, invest, improve cash flow, or reduce tax stress
Who This Is Not For
- Business owners looking only for the lowest-cost bookkeeping option
- Businesses unwilling to review reports or make decisions based on their numbers
- Brand-new businesses with no current revenue or financial activity
20+ Years Experience
Trusted expertise in federal and state tax laws, and corporate accounting nationwide.
Accuracy Guarantee
We stand behind our work with a 100% workmanship and accuracy guarantee.
500+ Nationwide Clients
Proudly serving Alpharetta, surrounding Georgia communities, and clients across all 50 states.
A Clearer Financial Path Forward
Diagnose
We identify what your books, cash flow, and tax position are telling you.
Design
We create a practical financial plan around the gaps, risks, and opportunities inside your business.
Decide With Confidence
You receive clearer reporting and stronger financial direction for your next business move.
In one review, find out whether your QuickBooks is helping you make confident decisions or quietly putting your cash flow and tax position at risk.
What Our Clients Say
"Margot made getting my finances in order straightforward and painless. She migrated my books to QuickBooks Online, set up a clear day-to-day workflow, cleaned up years of historical transactions, and managed my federal and state tax filings with precision."
"Working with H&J Financial Solutions I learned a lot. Practical, actionable strategies that I can apply to my business. I love the ongoing relationship it's not just about doing my taxes once a year. It's about planning and preparing for my taxes all year long."
"I couldn’t ask for a better bookkeeper than H&J Financial Solutions LLC. She is attentive, reliable, and has an exceptional eye for detail that makes managing my financials stress-free. Her dedication to accuracy and efficiency has been invaluable to my business. H&J Financial has been an absolute game-changer for all my bookkeeping needs. Her expertise and dedication have brought me peace of mind and confidence in my finances!"
Frequently Asked Questions
Get answers to common questions about our tax, accounting, and bookkeeping services.
What is the 90-Day Business Financial Reset?
I’m making six figures… why does it still feel like I don’t have money?
How much should I be setting aside for taxes as a business owner?
Do I really need bookkeeping if I already have QuickBooks?
My books are behind. Can you still help me?
What’s included in your bookkeeping and tax service?
When should I switch to an S-Corporation?
How much money can I actually save with tax strategies?
What makes H&J Financial Solutions different from a CPA or bookkeeper?
How do I know if I actually need your services?
What’s the first step to working with HJFS?
Not Ready for Ongoing Bookkeeping Yet?
Your QuickBooks may be automated, but that does not mean it is accurate. Start by finding out whether your QuickBooks numbers can actually be trusted.
For $97, our QuickBooks Health Check identifies common red flags in your books, gives you a clear Health Score, and shows you what needs attention next.
Your review is completed and led by a Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory certified strategist.
You will receive a QuickBooks Health Scorecard and a Health Scorecard Review Call so you can understand what may be affecting your reports, cash flow, tax readiness, and business decisions.
Questions first? Call or text Margot directly: 678-661-5700