Predictable Billing

Jared takes a unique approach to pricing by offering a flat fee for each and every one of his services. His professional tax and accounting services accommodate the needs of individuals and small businesses, catering to those who tend to feel restricted by the cost of hiring a CPA. Jared values transparency, and clients tend to feel more comfortable with a flat-fee approach.

After an initial consult, Jared will draft a proposal listing the expectations of both parties to ensure he and the client are on the same page. Recurring work will be billed at predefined intervals so that the client knows the exact cost of every service they’ve selected.

Need a service not listed below? Inquire with Jared and he will provide a project-specific quote.


Accounting & Payroll

Those who are interested in working less in their business and more on their business would benefit immensely by leveraging the expertise of a professional like Jared. Streamline your processes by hiring a CPA to take over the administrative daunt of doing the books and processing payroll checks. Clients will find that this will not only alleviate stress, but also frees up their time to focus on business growth. Accounting services include bookkeeping, payroll, general ledger maintenance, journal entry preparation, and financial statement preparation & analysis. Get back to why you launched your business in the first place.

Small Business Consulting & Advisory

All people, and businesses, require guidance from time to time. With Jared’s support, clients will gain perspectives of their business they never knew existed. His vast consulting experience and expertise from servicing many client relationships help clients make improvements to their business. Jared provides interim CFO and Controller services, and would be happy to evaluate risks and implement internal controls for your organization. He values his partnerships, and prioritizes the client relationship above all else. There is no doubt of his ability to steer you and your business in the right direction.
 

Tax

Doing your taxes can be confusing — so confusing that you’d do well to hire a seasoned professional to walk you through the process. As a licensed CPA, Jared stays abreast of the rules that, for years now, have been changing at an unprecedented rate. He knows that all clients face a unique set of challenges, and has the knowledge and expertise to resolve a diverse set of issues. Jared’s vast financial experience has given him the knowledge and resources to prepare tax returns for individuals and small businesses, including corporations, LLCs, and partnerships.


 

Financial Planning & Strategy

Executing a sound financial plan and a detailed strategy make all the difference between achieving financial goals and stagnating. Jared can work with you to avoid a downward spiral and help you plan for the things that matter most. Jared meets with clients one-on-one, to discuss their needs to gain a complete perspective of where you are today and where you want to go tomorrow. He’ll provide recommendations and tools to ensure you have everything necessary to meet all your financial goals. Whether you are interested in restructuring your loans to maximize your savings, or in budgeting more effectively to take your business to the next level, Jared can help.