JMR Financial Group is staffed by a skilled and talented team ready to support your financial future. Whether you need a financial planner, investment advisor, tax professional, accounting expert, Certified Public Accountant (CPA) or support of your QuickBooks software, JMR Financial Group has you covered with vital business services. We proudly offer business services to companies in Superior, WI, Duluth, MN, and the entire Twin Ports.

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Accounting Services

Not sure how much money you really have in your bank account? Is your business profitable?

If the answer to these questions is not readily at your fingertips, let JMR Financial Group uncover the answers for you. You focus on your business – let us focus on your books.

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Support for QuickBooks

Already invested in QuickBooks Desktop or QuickBooks Online (QBO) software but not getting the results you want? Using another software platform and want to move to QuickBooks? Is year end approaching and the July bank reconciliation is still out of balance? We are here to help!

Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

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Employee Benefit Plan Administration

Is your company looking for a way to retain employees, increase owners and employees retirement amounts and decrease taxes at the same time? It’s time to consider funding an employee benefit plan.

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Income Tax Planning

Let us help you save tax dollars with a review of your tax situation prior to the end of the tax year.

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Income Tax Preparation

There are many tax preparation businesses to choose from. Don’t you want to work with the firm that reviews each tax return it processes for tax savings opportunities?

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Payroll and Sales Tax Compliance

Not exactly sure when those payroll and sales tax payments are due? Are you looking to reduce the manual chore of writing payroll checks and trying to pay in payroll and sales tax payments timely? Let JMR Financial Group take the drudgery and guess work out of this important business function.

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