Business Management Service

Do you know if your business is profitable? Do you know the ROI on your advertising budget? Do you scramble each April to get information to your accountant for taxes?

Let JWellsCFO help you run your business more efficiently, with less drama & stress! We let you spend less time working in your business so you have more time working on your business (or spending with friends & family).

Half of businesses fail within the first four years of launch, but we can help you you keep your business on track for long-term success. Our Business Management Service partners us with your back office, handling tax, accounting, and financial matters. Let JWellsCFO help make your dream a reality through its Business Management Service.

After a free intial consultion, we work with you throughout the year to offer the following:

  • Bookkeeping Categorizing transactions and running payroll for owners & employees.
  • Monthly reporting Financial reporting that helps you track performance relative to historical and budgeted expectations.
  • KPI analysis We help you select key performance indicators (KPIs) for your business and track them for you.
  • Tax planning & preparation We handle your business & personal taxes.

We'll be by your side offering guidance and expertise to help you achieve success. DIY is cheaper... Until it isn't. Don't go it alone!

Plans

Bronze

Reporting & Analysis

  • Monthly financial statements

  • Budget vs. actual report

  • KPI tracking report

Taxes & budgeting

  • Quarterly budget & KPI review meetings

  • Tax planning & preparation

Silver

Reporting & Analysis

  • Monthly financial statements

  • Budget vs. actual report

  • KPI tracking report

Taxes & budgeting

  • Quarterly budget & KPI review meetings

  • Tax planning & preparation

Planning

  • Quarterly strategic plan review

  • Quarterly personal financial plan review

Gold

Reporting & Analysis

  • Monthly financial statements

  • Budget vs. actual report

  • KPI tracking report

Taxes & budgeting

  • Quarterly budget & KPI review meetings

  • Tax planning & preparation

Planning

  • Quarterly strategic plan review

  • Quarterly personal financial plan review

Sales accounting

  • Invoicing

  • Sales tax filing