Tax Preparation
Filing assistance and year-round tax readiness for individuals and businesses.
Established Financial Partner
Finance and administration, handled.
RJ Assistance delivers professional bookkeeping, tax preparation, and administrative support — remotely, accurately, and on time. So you can focus on the work that grows your business.
12+
Years experience
100%
Remote delivery
48h
Average response
What we do
A full back-office, without the overhead.
We cover the financial and administrative work that keeps your business compliant, organized, and informed — scaled to fit your needs.
All servicesBookkeeping
Clean, reconciled books — closed on time, every month.
AP and AR Management
Invoicing, expense categorization, and collections handled end-to-end.
Reporting & Forecasts
Monthly statements, management reports, and cash flow projections.
Records Organization
Maintenance of a complete, audit-ready financial archive.
Compliance Support
Regulatory and documentation assistance you can rely on.
Our promise
“All services performed remotely, professionally, and in accordance with applicable standards and regulations.”
The RJ Assistance Commitment
How we work
A calm, structured engagement.
We start with discovery, design a workflow around your business, then deliver consistently — month after month.
- 01Discovery
Understand your books, systems, and goals.
- 02Onboarding
Migrate records and align workflows.
- 03Delivery
Monthly close, reports, and ongoing support.
Client voices
Trusted by business owners.
RJ Assistance took our books from chaos to clarity in under 60 days. Their monthly reports now guide every business decision we make.
Sarah Mitchell
Owner, Mountain Home Goods
We finally filed our taxes on time and without stress. The team is responsive, thorough, and genuinely invested in our success.
David Kowalski
Independent Consultant
Outsourcing our AP and AR to RJ was the best operational decision we made last year. Invoices go out faster and collections improved significantly.
Lisa Tran
Director, Peak Creative Agency
Results
Real outcomes for real businesses.
60% faster
Monthly close cycle
A retail client reduced their bookkeeping close cycle from 10 days to 4 days through streamlined reconciliations and categorization.
Zero missed
Tax deadlines
For three consecutive years, our tax prep clients have filed on time with optimized deductions and no penalties.
30% fewer
Admin hours spent
A professional services firm reclaimed 15 hours per week by outsourcing invoicing, expense tracking, and record maintenance.
Monthly advisory call
Financial clarity, one call at a time.
A structured monthly call that turns your numbers into clear decisions and a concrete plan for the month ahead.
Agenda
- Review of prior month financials and KPIs
- Cash flow position and upcoming obligations
- Open questions, risks, and opportunities
- Priorities and action items for the next 30 days
Deliverables
- Written summary of key discussion points
- Updated monthly report package
- Action item checklist with owners and deadlines
- Recording available for 30 days
Available as a standalone or bundled with any bookkeeping plan
Book your advisory callAdvisory call FAQ
What to expect each month.
How long is the advisory call?
Each call is scheduled for 45 minutes. We reserve the first 30 minutes for a structured review and leave the final 15 minutes for open questions and forward planning.
What deliverables do I receive after the call?
You receive a written summary of key discussion points, an updated monthly report package, a checklist of action items with owners and deadlines, and a recording that stays available for 30 days.
How are follow up requests handled between calls?
Clients can email priority questions between calls. We respond within one business day and, when needed, add items to the next advisory agenda so nothing falls through.
Can the agenda be customized for my business?
Yes. The first call shapes the agenda around your goals, pain points, and reporting needs. From there we refine the format each month based on what matters most to you.
Is the advisory call included with bookkeeping services?
It can be bundled with any bookkeeping plan or purchased as a standalone monthly service. We can recommend the right arrangement during your consultation.
How do I book my advisory call?
Once enrolled, you receive a booking link to reserve a recurring monthly slot. The same link can be used to reschedule when travel or deadlines arise.
Ready when you are
Let's bring order to your finances.
A 30 minute consultation, no commitment. We'll review where you are and what would help most.
Schedule a Call