Accounting & Advisory

UP-Source Your Accounting To Us!


Day-to-day accounting processes and systems are the building blocks of a strong financial structure, providing the business intelligence organizations need to thrive. JAG Accounting & Advisory Team can help you establish and maintain an efficient system that helps your organization achieve its fullest potential by focusing on one or all of these four key areas:

  • Accounting Systems

  • Transaction Management

  • Reporting & Compliance

  • Advisory Services

Our team of experts includes professionals well versed in the accounting software solutions available, as well as Certified Pro Advisors in QuickBooks and QuickBooks Enterprise. We can help you achieve accounting nirvana. Whatever the goal may be, our team will craft a customized solution to meet it. Specific ways we can support your accounting and bookkeeping functions include:

  • Advising on system selection, transition and implementation

  • Assisting with setup, ongoing maintenance and support for QuickBooks accounts

  • Identifying and establishing the necessary monthly, quarterly, and annual accounting processes, including relevant reporting and compliance requirements, such as those for payroll and sales use tax

  • Identifying accounting personnel needs and defining optimal roles and responsibilities  

  • Serving as an external advisor for long-range financial planning

  • Serving as your outsourced accounting department or payroll administrator

Our Difference

We are passionate, forward-thinking entrepreneurial CPAs who are driven to see our clients succeed. Through the JAG Difference, we offer the right business solutions to help our clients turn their dreams and visions into reality.


Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We've invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we've generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here.

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it's to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we're able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it's non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction. 

Industries We Serve







Real Estate

We serve a variety of different industries. Are you ready for find out how we can serve you?