Services
Whether you are a small or medium-sized business we can help you understand and create the systems that you will need to foster growth and success.
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
Additional Services
Employee Retention Credit
We are offering these services in partnership with Tax Rebate Specialists, who have experience helping thousands of businesses all over the country reclaim millions.
- A business owner can get up to $26,000 per W-2 employee
- There’s absolutely no cap the funding you’re eligible for
- You can utilize the funds for any purpose
- It’s not a loan, so no paying it back!
Audit readiness
This service mainly targets Nonprofits or small businesses. It is a review of the processes and internal controls to highlight any weaknesses.
While not a substitute for a formal audit, this service can help prepare for or save on the cost of an audit. Additionally, it may assist Nonprofit organizations when a formal audit is not necessary.
BUSINESS ORGANIZATION AND FINANCIAL STRUCTURE ASSISTANCE
We assist business owners in deciding the appropriate structure that will be the most advantageous to the owner’s relationship to their business.
- Establishing financial systems
- Creating processes to organize income, capital, and assets for business operations
BUSINESS LOAN RESOURCES AND APPLICATION ASSISTANCE
We assist business owners with locating capital resources, completing the loan application, and document preparation.
Satisfied Customers
“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.”
Frequently Asked Questions
Do I need a bookkeeper or an accountant?
A bookkeeper will be able to assist you with properly categorizing and with closing transactions. The accountant is a degree professional, trained to analyze data provided by a bookkeeper and advise company’s management to understand the financial impact
How much do I pay myself as a business owner?
Start with research for the industry standard based on your location. Adjust for education and experience and add your taxes and insurance. Contact us to learn more.
How do I charge for my product or service?
Determine your overhead, and cost for you doing business. Then determine the break-even point of your product. Then determine a comparable markup for success. Contact us to learn more.
How do I find my total employee cost?
A general formula is: employee’s hourly rate + any benefits provided + employer’s taxes and insurance
What is the difference between a tax preparer and a tax advisor?
Tax preparer is a professional that is qualified to calculate, file and sign income tax returns on behalf of individuals and businesses. In addition to tax preparation, a tax advisor is more able to assist in tax planning strategies.
What are your prices for services?
We price on a scale system. Your pricing will be based on size of your business and volume and the services we will be providing tailored to your needs. Request a quote.
Why do I need a business plan?
A business plan is the financial roadmap to your business and needs to be updated annually.