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Accounting: Industries

ACCOUNTING

Taking the everyday accounting, tax and HR burden off your shoulders, empowering you to lead with confidence and clarity.

Core Financial Management Services

  • Accounts Payable & Receivable Management

  • Cash Flow Oversight & Bank Deposits

  • Vendor & Client Invoicing Oversight

  • Transaction Review & Reconciliation

  • Electronic Payables & Receivables Implementation

  • W9 & Certificate of Insurance (COI) Maintenance

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Executive-Level Accounting Services

  • CFO Services (Interim & Permanent)

  • Job Costing & Project Profitability Tracking

  • Employee Profitability & Compensation Analysis

  • Location-Based Profitability & Performance Reporting

  • Department-Level Budgeting & Forecasting

  • Custom Executive Dashboards & KPIs

  • Monthly Financial Analysis & Strategic Review

  • Monthly & Yearly Projections

  • Budget Development, Tracking & Variance Reporting

  • Audit Support & Representation

 

Accounting Platform Optimization

  • Platform Set-Up & Clean-Up (QuickBooks, Xero, FreshBooks, Intacct/Sage)

  • Payroll Platform Integration

  • System Review & Custom Workflow Implementation

  • Third-Party App Consultation & Integration Support

 

Tax Compliance & Reporting

  • Sales Tax Filing & Remittance

  • 1099 / 1096 Preparation & Review

  • Month-End & Year-End Closings

  • Annual Client Reporting Packages

  • Forecasting for Tax Liability & Planning

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Additional Tax Preparation Services
via our sister company, JPBS Tax

  • Business & Individual Tax Preparation

  • Entity Structure & Strategic Tax Planning

  • IRS Correspondence & Resolution

  • Multi-State Filing & Compliance

  • Year-Round Strategic Tax Planning Services

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Certifications

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