Advisory Services

 
 

How We Help

 

Making a big decision for your business? An advisor can help you make sure it’s the right one. Our decades of experience in business management and financial forecasting will provide you with sound business advice based on data and projections, rather than instinct. Whatever the size of your business, you’ll move forward confidently with whatever decision you make.

We consult on a variety of different issues, providing our clients with the sturdy support and wise counsel they need. Our business relies upon our customers remaining our customers - so we’ll approach your issues as if they were our own.

Our Expert Tax Advisory Services:

Budgeting

We’ll help you build a financial plan that helps you meet your business goals faster. With insight into your budget, you’ll be able to set and track objectives and manage your cash flow cycles.

We’ll work with you to create and manage an overall operating budget for your business, capital budgets to help identify company needs and acquire assets, and individual project budgets to ensure you’re staying on track.

Cash Flow Management

How well do you know the ins and outs of your business? No matter your level of revenue, J&J can help you determine the financial impacts of cash flow. We’ll take the pressure off by helping ensure your business meets its financial obligations, day in and day out.

Forecasting

If you’re not forecasting, you’re flying blind. We’ll help you understand your historical data and trends, helping you predict the future expected results for your business and make decisions accordingly.

With J&J forecasting services, you’ll become more agile and adaptable to changes in your business landscape. You’ll make intelligent, informed decisions, avoid unexpected issues, and capitalize on opportunities in your market.

Incorporation & Business Planning

Launching a new business venture? We can help set you up for long-term success by helping you implement a business plan. We’ll help you understand the all-important financial aspects of business planning, including startup costs, break even point, sales forecasting, Profit & Loss, and more.

 

Our Tax Advisory Clients:

We serve clients of all income levels in a variety of different industries.

Corporate Clients

Our most successful clients rely on us to provide the highest possible level of insight into their finances. These clients routinely use our services to budget and forecast while maintaining insight into their cash flow.

Small Business Owners

Our advisory services help small businesses grow by helping them make sound business decisions based on data and experience. These clients lower their risk and liability while increasing operational efficiency.

Sole Proprietors

Many talented entrepreneurs rely on our advisory services to help them get the most out of their venture. These clients benefit from more time and energy for revenue-generating projects.