Run the agency.
We'll run the books.

BookJonas connects your bank, categorizes every expense and client payment, and gives you a clean monthly Profit and Loss statement, so you can see your margins without a bookkeeper on payroll.

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Welcome back, Northside Coffee!

Manage your monthly closes and view your financial progress

May 2026

Revenue

$9,340.00

Expenses

($6,815.42)

Net Income

$2,524.58

Transactions

94

Profit & Loss

Revenue Expenses Net Income
Jan
Feb
Mar
Apr
May

Bookkeeping for agencies and studios

Agencies juggle software subscriptions, contractor payments, and client retainers across multiple cards. BookJonas keeps it all organized and produces a monthly Profit and Loss statement, so you always know your margins and your team can focus on the work.

See monthly margins at a glanceTrack software and contractor spendA clean P&L for every monthFree to use

Subscriptions and contractor payments, categorized

Software seats, ad spend, and contractor payouts get sorted automatically as they hit your accounts, so your expense picture is always current.

  • Automatic categorization for every transaction
  • Internal transfers flagged for you
  • Recategorize anything in one click
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Ledger

Revenue: $9,340.00   Expenses: ($6,815.42)   Net Income: $2,524.58

Add Transaction
DateNameAmount
2026-05-29Square Payout$312.40
2026-05-28Stripe Payout$148.90
2026-05-27Adobe Creative Cloud($54.99)
2026-05-26Whole Foods Market($86.21)
2026-05-24Client retainer$1,500.00
2026-05-22Google Workspace($18.00)

Close the month and see your margin

Review a clean Profit and Loss statement, make any final fixes, and close the books in minutes. Export it for your accountant whenever you need it.

  • Clean monthly Profit and Loss statements
  • Year-to-date reporting and dashboard
  • Export to CSV for your accountant
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Profit & Loss Statement, May 2026

Review your financial performance before closing the books.

Revenue

Sales Revenue$9,340.00
Total Revenue$9,340.00

Expenses

Payroll($2,000.00)
Rent & Utilities($2,100.00)
Software & Subscriptions($1,240.18)
Meals & Supplies($865.24)
Marketing & Advertising($610.00)
Total Expenses($6,815.42)
Net Income$2,524.58
Export CSV Close Books for May 2026

How BookJonas compares

ApproachMonthly costYour timeStays currentTax-ready P&L
SpreadsheetsFreeHoursManualDo it yourself
Traditional bookkeeperA few hundred dollarsMinimalOften delayedYes
BookJonasFreeAbout 15 minutesAutomaticYes

Know your margins every month.

BookJonas is free to use right now. Connect your bank and see your books come together today.

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Want a BookJonas instance customized for your business? Get in touch.