We Were Once a Startup!
We love Startups. Startup founders are almost universally brilliant, highly energetic and very ambitious. You could do anything you wanted to do. If you wanted to learn about accounting and taxes, you certainly could. But that would not be the most valuable use of your time. Your time is much more valuably spent building your business – developing your products, managing your people and serving your customers. We can take all the headaches related to payroll, bookkeeping, accounting, taxes, valuation and so on, and deliver solutions to you wrapped with a bow. Relieving you of headaches is our desire. Let us take care of your finance & accounting headaches, so you can focus on something more important – your business.
We understand you want a business partner, not just an accountant. We also understand that it is the role of finance and accounting to support sales and operations, not the other way around. Yet at the same time, financial shrewdness and regulatory compliance are essential to the success of your business. We know how to balance these competing priorities.
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.
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.
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
We serve a variety of different industries. Are you ready for find out how we can serve you?