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.

Our ServicesContact Us
Building strong financial foundations 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

We categorize and analyze the financial data that represents your activities. This allows for prompt business decisions to help reach your goals.
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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

Resources

Free tools and resources that you can use in the startup and growth of your business.

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

“I send my clients to C&J Financial Foundations because of the specific talents Cindy and James provide. Beyond bookkeeping, accounting, and business knowledge Cindy and James provide bookkeeping, accounting, and business wisdom. They will care about you, your money, and your company like it was their own.”
Terry Doloughty

“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.”

A. Carter

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

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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