JMR Financial Group offers accounting services packages designed to custom fit your organization’s needs. All packages include support and are backed by a written service guarantee.

You choose the accounting services and the update frequency. We worry about the rest. JMR Financial Group has members on staff who are QuickBooks ProAdvisors. Regarding this accounting software, Quickbooks (QBO) offers 24/7 access to your records from anywhere in the world. We also have experience using Apps to increase the efficiency and transparency of the information we share with our clients. We can update your information on a daily, weekly, monthly, or annual basis. We’ll help determine the right frequency based on your needs and budget.

Once we create an annual package that works for you, we set up monthly fixed automatic payments. You will never be blindsided by large annual bills!

Outsourced Accounting Services for Business Owners and Leaders

Common Services and Subscriptions Included Are:

    • Accounting Services, Tax and Phone/Email Support for QuickBooks
    • Coding of Income and Expense Transactions
    • Bank and Credit Card Reconciliations
    • Secure Electronic Accounts Payable Processing
    • General Ledger Account Analysis
    • Customized Financial Reports
    • Strategy and Financial Awareness Meetings
    • Income Tax Return Preparation and Planning
    • 1099 Preparation and Filing
    • Annual Budget Creation
    • Chart of Accounts Analysis and Customization
    • Customer/Client Billing
    • Inventory System Management
    • Payroll and Payroll Tax Processing, Payments and Filings
    • Sales Tax Return Data Compilation and Filing
    • Financial Record Catch Up and Clean Up
    • QBO Accounting Subscription
    • Payroll Software Subscription
    • Used App Subscription

Business owners/managers gain time and understanding by outsourcing their accounting and back-office functions. We do also offer one-time or annual “Clean‐Ups” for clients who prefer to do their own books but would like to work with an experienced professional to ensure the accuracy of their data.

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

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