Accounting support centered on QuickBooks Online. AI and automation built around the way you work. Bring your finances, processes, and people into focus.
For nonprofits, service businesses, and the people behind them.
YOUR WORK, CONNECTEDILLUSTRATIVE
A clear path. A human perspective.
Thoughtful systems, from the first detail to the final decision.
01
Organize the foundationBooks, documents & priorities
→
02
Connect the processQBO, workflows & team handoffs
→
03
Review what mattersExceptions, context & human approval
✓
04
Move forward with clarityReporting, planning & next steps
→
TECHNOLOGY SUPPORTS. PEOPLE DECIDE.
BUILT AROUND YOUR REAL-WORLD WORK
QuickBooks Online ✦ Accounting support ✦ Practical AI
01 / WHAT WE DO
Two ways to move your business forward.
A steadier financial foundation. More thoughtful ways of working. Start with what you need today.
01≋
MOREJON SERVICES
Your numbers, with more clarity.
QuickBooks Online is my primary accounting platform. From getting the books up to date to making sense of the next decision, we’ll build support around your needs.
QBO bookkeeping, cleanup & catch-up
Account reconciliations & month-end close
Cash flow forecasting & scenario planning
Financial reporting & general accounting
Business model & planning support
Accounts receivable, payable & invoice follow-up
Payroll support & tax preparation
Nonprofit grant allocation & audit preparation support
Practical support for the challenges behind your to-do list. The right scope depends on your business.
01 / FINANCIAL VISIBILITY
Make sense of the numbers.
The challenge
Books need attention, reports feel disconnected, or cash flow is hard to plan.
How I can help
Organize your QBO records, reconcile accounts, and build reporting and forecasts around the decisions ahead.
02 / EVERYDAY OPERATIONS
Give the process a home.
The challenge
Tasks live in different places, follow-ups get missed, and handoffs depend on memory.
How I can help
Map a clear workflow with project tracking, ownership, and suitable automation for repeatable steps.
03 / PEOPLE & ADOPTION
Make change usable.
The challenge
New AI tools sound promising, but your team needs a practical way to use them.
How I can help
Pair implementation with training, documentation, and human review so the process fits the people using it.
THE BUSINESSES BEHIND THE NUMBERS
Different industries. A practical understanding.
Experience across nonprofit and service-business operations, with support shaped to your priorities.
01
Nonprofits
Grant allocation, financial reporting, and organized records for audit preparation.
02
HVAC
Bookkeeping, receivables, payables, and cash flow planning for service operations.
03
Landscaping & lawn care
Accounting and planning support for seasonal work and day-to-day business needs.
04
Franchise consulting
Financial organization, business planning, and workflows for consulting operations.
05
Other service businesses
Flexible accounting and practical systems for owners and growing teams.
Audit preparation means organizing records and supporting your audit process; it does not include an audit opinion or assurance services.
02 / A PRACTICAL APPROACH
Start with a conversation. Build with intention.
No one-size-fits-all packages. Just a clear plan for the work that will be useful to you.
01 / LISTEN
Understand your world.
We talk through your priorities, current processes, and what feels harder than it should.
02 / PLAN
Make the next step clear.
You receive a tailored scope outlining the proposed work, responsibilities, and pricing before we begin.
03 / BUILD
Put the plan to work.
We organize the details, document the process, and keep you involved at the decisions that matter.
Jeilin LavartaACCOUNTANT · BUSINESS OWNER
03 / MEET JEILIN
Business is personal. So is the support.
Hi, I’m Jeilin Lavarta—an accountant and business owner who cares about making the day-to-day work easier to navigate.
My experience spans nonprofits, HVAC, landscaping and lawn care, franchise consulting, and other service businesses. I focus on QuickBooks Online for accounting work and bring a practical operations perspective to the systems behind it.
Whether you need help getting your books in order or exploring where AI can be genuinely useful, we’ll start with your goals—not a complicated tool.
Yes. QuickBooks Online (QBO) is my primary accounting platform. We can discuss your existing setup, cleanup needs, reporting, and ongoing support during a discovery call.
Do I need both accounting and AI services?+
No. You can discuss either service area on its own, or ask about both. Your proposal will make the services and scope clear.
Who do you work with?+
Nonprofits and for-profit businesses, including service businesses and growing teams. We’ll use the discovery conversation to understand your needs and whether the work is a good fit.
How does pricing work?+
Pricing depends on the scope, complexity, and level of ongoing support. You’ll receive a custom proposal with the work and fees outlined before making a commitment.
Will AI make decisions without my approval?+
AI should support your team, not replace your judgment. We’ll define human review and approval steps for sensitive work, client communications, and important decisions as part of the scope.
What should I share in my first message?+
A short description of your business and what you’d like help with is enough. Please don’t send passwords, tax IDs, financial records, or private client information. Any needed secure sharing process can be agreed later.
YOUR NEXT CHAPTER
Let’s make room for what’s next.
Book a discovery call to talk through your business and where you could use support. Prefer email? You can reach me directly below.
