Two advisors discussing solutions together in an office
Who we are

Financial leadership built for owners, not boardrooms

Just Easy Books gives growing businesses the kind of financial thinking usually reserved for companies with a full executive team — clear numbers, plain English, and advice you can act on this week.

What we believe

Four things we won't compromise on

Plain English over jargon

If you need a finance degree to read your own reporting, the reporting is wrong. We write for the person making the decision — you.

Forward-looking over backward-looking

A clean close is the starting line, not the finish. The value is in what your numbers let you decide next, not what they say about last quarter.

Honest over flattering

If you don't need us yet, we'll say so. If a tier is wrong for your stage, we'll say that too. A retainer you didn't need is a client you'll lose.

Embedded over distant

We work inside your systems, know your numbers, and answer the email. You're not a ticket in someone's queue.

Who we work with

Businesses that outgrew bookkeeping

Our clients have one thing in common: the business got big enough that gut-feel decisions stopped being safe, but not so big that a full-time CFO makes sense yet.

That's usually somewhere between $1M and $10M in revenue — the range where margin, cash timing and tax structure start compounding in both directions.

Business owner reviewing financial documents and analyzing investment data

Industries we know well

  • Construction & trades
  • Professional services
  • E-commerce & retail
  • Logistics & distribution
  • Field service companies
  • Agencies & consultancies
  • Multi-location operators
  • Family-owned businesses

$1M–$10M

The revenue range where we do our best work

Nationwide

Serving clients remotely, US-wide

Working together

What it's actually like to work with us

No account managers, no ticket systems. You work directly with a senior CFO who knows your business.

01

One senior CFO, consistently

The person on your discovery call is the person in your monthly meetings. No handoff to a junior team after the contract is signed.

02

A predictable rhythm

Your close lands by day ten. Forecasts refresh weekly. Strategy sessions happen on schedule — not only when something's already wrong.

03

Access between the meetings

Run the big decision past us before you commit, not after. Direct email and Slack, and we answer.

Who's behind the numbers

Meet the founder

Just Easy Books was founded in 2020 by Maxwell Monese, who still leads every engagement personally — no bench of junior staff standing between you and the person who actually knows your numbers.

MM

Maxwell Monese

Founder, Just Easy Books

6+ years of full-cycle bookkeeping, hands-on

Before founding Just Easy Books, Maxwell managed financial operations at scale in manufacturing and supply chain leadership roles. Since 2020 he's run full-cycle accounting for small and mid-sized businesses across construction, retail, e-commerce, professional services and manufacturing — the same range of industries this firm serves today.

  • 10+ active clients across service, retail, construction & manufacturing
  • Cut client bookkeeping errors by up to 30% with standardized reconciliation
  • Cut month-end close time by 25% through streamlined reporting workflows
  • Led a QuickBooks Online migration that saved one client $40k a year

2020

Founded in Irvine, CA

B.S. + Six Sigma

Industrial Engineering, Green Belt certified

UW

Executive Leadership Program

Credentials

Intuit-certified, not just self-taught

These are real Intuit certifications, not a badge we bought — proof that whoever is in your books actually knows the platform, not just how to click around it.

Intuit Bookkeeping Trained certification badge

Intuit

Bookkeeping Trained

Intuit ProAdvisor QuickBooks Online Level 1 Certified badge

Intuit ProAdvisor

QuickBooks Online — Level 1

Intuit ProAdvisor QuickBooks Online Level 2 Certified badge

Intuit ProAdvisor

QuickBooks Online — Level 2

Intuit ProAdvisor QuickBooks Online Payroll Certified badge

Intuit ProAdvisor

QuickBooks Online Payroll

Start with a conversation

The best way to find out whether we're a fit is thirty minutes and your latest P&L. No obligation, no pitch deck — just an honest read on where your business stands.

advisory@justeasybooks.com
Replies within one business day
Serving clients remotely across the US

Book your free CFO discovery call

We'll review your current financial setup and leave you with three concrete opportunities to protect profit and cash flow — whether or not you ever work with us.

  • A senior CFO on the call — not a salesperson
  • Three specific profit-recovery opportunities
  • Honest guidance on whether you need us yet
Request My Free Discovery Call

Free · 30 minutes · No obligation