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
​​
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
​
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






Certifications

