Client Accounting and Advisory Services

Is your bookkeeping and accounting helping you or holding you back?

Most business owners dread performing certain duties. Managing bookkeeping and accounting activities tend to fit that description, because keeping your books up-to-date can be as complicated as it is time-consuming. Besides, you didn’t go into business to spend all of your time worrying about cash flow, chasing down receipts and paying bills.

Sound Familiar?

Professional Help for the Time-Crunched Business Owner

Business owners often think about bookkeeping in terms of what has to be done to satisfy year-end tax requirements. But we can show you how it can be used as a tool to help you make more informed decisions, predict trends and encourage growth. Drawing on experience that goes back 100-plus years, we’ll bring a new level of sophistication to your bookkeeping and accounting functions. Most of all, JRBT’s client accounting services can free you up from all of those accounting headaches that keep you from doing what you do best: being the expert at developing and growing your business.

We can help by:

Modernizing outdated processes

Automating functions like bill pay

Relieving your data entry burden

Providing timely data

Integrating services such as tax and payroll

Saving time and increasing efficiency

Business Financial Planning & Analysis

Empower Your Business with Financial Planning & Analysis

A comprehensive financial analysis is the foundation of your company’s financial health. Just like regular check-ups ensure your physical well-being, financial planning and analysis (FP&A) helps your company achieve long-term financial fitness. JRBT’s FP&A service offers a detailed examination of your company’s financial landscape, providing actionable insights for growth and sustainability.

Key Benefits of Financial Planning & Analysis

Optimized Performance: FP&A helps identify opportunities to improve financial performance, streamline costs, and allocate resources effectively.

Data-Driven Decisions: Leverage accurate data and financial forecasting to make informed decisions and reduce risks.

Strategic Growth: Gain insights into your financial metrics and benchmarks, enabling you to strategize for sustainable growth and profitability.

Tailored Solutions: Receive customized financial analysis and planning strategies designed to align with your business goals. Our approach includes monitoring key financial metrics, ensuring your business is on track to meet its objectives.

How it Works

Consultation: We begin with an in-depth consultation to understand your business goals, financial challenges, and current processes, focusing on your unique needs.
Analysis: Our team conducts a detailed review of your financial processes, forecasting methods, and financial controls.
Recommendations: Based on the analysis, we deliver a comprehensive report with actionable strategies to help your business enhance its financial planning and decision-making.
Implementation Support: We provide ongoing support as you implement changes, optimizing your financial processes for maximum efficiency and growth.

Ready to Optimize Your Financial Strategy?

At JRBT, we focus on building lasting partnerships grounded in trust and transparency. Our credentialed professionals are ready to guide you through enhancing your business’s financial strategy. If you’re ready to explore how FP&A can unlock new opportunities for your company, we’re here to help you take the next step.

QuickBooks Online Setup

Outdated methods can make bookkeeping far more complicated than it should be. Using QuickBooks Online, we can help you automate tedious processes with Cloud-based software that’s always current. In addition to assisting with setup, we’ll continue to support you with training and ongoing consulting. QuickBooks Online can be integrated with payment platforms like Bill.com, making it much simpler to create invoices, ensure that your vendors are paid on time and, most importantly, receive timely payments from your customers. QuickBooks Online can also be customized to meet your specific needs, from simply getting assistance with your books to complete outsourcing of your accounting functions.

File-syncing in real time

Access anywhere, any time

Cloud-hosted, secure data

Email invoicing

Expense reports, time sheets, document storage, and other add-ons

Efficient, streamlined reconciliation

Simplified receipt management

Customized dashboards

Real-Time Cash Flow

If you’re like most business owners, cash flow is your primary concern. Being unsure of how much cash you have available is like flying a plane in the dark without instruments. We can help you stay on top of all of those monthly, weekly and even daily bookkeeping tasks that ultimately contribute to an accurate picture of your cash-on-hand situation. And with QuickBooks Online’s customizable dashboards, you’ll be able to monitor important indicators, like cash flow, at a glance.

Building Confidence through Knowledge

Your business decisions are often guided by your financial data. But those numbers are mostly derived from employee data input, and trusting the accuracy of that data is a common concern for business owners. When you partner with JRBT, we keep your information up to date and elevate your bookkeeping beyond just the basic function. Utilizing advanced benchmarking and business performance reviews, we help our clients use data we provide to maximize profits and minimize expenses.

People Who Can Help

CAS Management Team

Sam Cates, CPA, CGMA
Shareholder

Vicki Stalnaker, CPA, CPP Shareholder

Claudia Brill, CPA
Senior Manager