ACCOUNTING

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