C&J Financial Foundations
As a small to medium-sized business owner, you can count on us to help you plan, understand, and create the systems you need for growth and success.
You can rely on us to take a holistic view of your business to create a customized plan that streamlines your financial processes and helps you achieve your goals. Do not let inefficiencies hold you back – contact us to learn how we can help you grow.
Bookkeeping & Accounting
reach your goals.
Business Plans & Grant Writing
We assist with Idea development, Preparation, and updates to your Business Plans and Grants.
Business Wellness
We review internal processes to highlight any weaknesses and assess the overall profitability of your business.
Meet Cindy and James
We use our expertise and guidance to help you fulfill financial obligations punctually and thoroughly. Paired with ongoing education and system optimization, our support will place your business in a prime position for grants, loans, and other funding.
Supporting the business you are today, and the business you want to become.
We often work with businesses in early stages and address your hurdles early. We continue to address the larger hurdles as you grow.
Featured
Business Spotlight – Ashleigh Pollard Part Two
We last left off with Ashleigh Pollard, CHC, CPT discussing the difficult decision to seek care for her mother, and how it completely transformed...
Business Spotlight – Ashleigh Pollard Part One
In Part 1 of our interview with Ashleigh Pollard, CHC, CPT touches on her own health challenges and personal experience caregiving for her mother,...
Business Spotlight – Tammy Thompson Part Two
We'd like to extend another huge thank you to Tammy Thompson for taking the time out of your busy schedule to share your story with C&J...
Business Spotlight – Tammy Thompson Part One
You can feel the passion emanating from Tammy Thompson, even down to her description of why green is her favorite color. For Tammy, green represents...
Business Spotlight – Shannon Parris Part Two
Closing out our interview with Shannon Parris, we dive into some of the ‘unpacking’ she’s had to do to grow as a person and entrepreneur. Self-worth...
Business Spotlight – Shannon Parris Part One
In Part 1 of our interview, Shannon Parris provides a unique perspective as someone with 10 years experience in the non-profit sector.Shannon earned...
Resources
IRS
Pennsylvania Department of Revenue
PA Business One Stop Shop
Fostering growth and success
A strong financial foundation is essential to stability and supporting future goals.
- Catagorizing Business Transactions
- Creating Budgets
- Owner Pay Calculation
- Business Plan Assistance
Testimonials
“Both Cindy and James are knowledgeable consummate professionals with whom I have had the pleasure of knowing and working with for a collective 20 plus years. I own and operate a social services agency, property management, consulting company and foundation. C&J has helped me with financial solutions, strategic planning, and securing funding for growth projects. They tell me what they need, and I supply it. They go the extra mile every time.”
Services
Whether you’re a start-up building your financial literacy, or an established business looking to improve your systems and processes, C&J is here for you.
BOOKKEEPING & ACCOUNTING
Organize transactions for internal and external presentation
Customize client accounts to suit their operational needs
Analyze and review transactions for quarterly and estimated tax payments
Evaluate internal controls and processes
Educate and empower client on bookkeeping process
BUSINESS PLAN & GRANT WRITING
Idea development
Financial forecasting and modeling
Writing and presenting business plan
Grant research and data analysis
Grant application write up
Annual review and update
BUSINESS WELLNESS
Assess the health and profitability of your business.
Quickbooks Clean-up and Personalization
Budgeting, forecasting and implementing cost saving measures
Management and Payroll Software Review