At Jason Grubbs CPA, we offer a wide range of services to individuals and businesses. We sit down with each and every client to determine specific client needs.
Tax Management Services
At Jason Grubbs CPA, we guide our clients individually through a full range of tax planning, preparation and analysis of tax returns. Our expertise, experience and analysis allows us to optimize financial opportunities. We are up to date on current tax laws and can make sense of your receipts, bills and notices.
Whether you are just starting out or are an established business, you will rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We will help steer you closer to your goals with accurate record-keeping and reporting.
These are some accounting services we offer:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll Processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Assurance and Advisory Services
At Jason Grubbs CPA, part of our core business is building client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help our clients face the challenges of business planning and execution.
These are some services we offer:
- Entity selection and restructuring
- Accounting software selection
- Financial projections and forecasts
- Debt and finances advising
- Transaction structuring and negotiations
- Business succession
Financial and Retirement Planning
At Jason Grubbs CPA, it is our goal to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can assist you through decision-making process such as asset allocation, investment performance monitoring, retirement plans, insurance, tax and college education funding.
Professional representation is essential during an audit. At Jason Grubbs, we will use our experience with tax authorities, and can act on your behalf in your dealings with the IRS or state agencies.
Accurate record-keeping is often a complicated and time consuming, yet essential task. At Jason Grubbs CPA, we can help your organization with the day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Whether you are just beginning a business or are already established, we can advise you in choosing the proper business entity.
As technology rapidly advances, companies increasingly need to update their computer systems. Jason Grubbs CPA can assist you in determining your upgrade needs and assist in software implementation.
QuickBooks can provide useful information in the form of financial statements, reports and graphic for small businesses and professional practices. However, it can only provide this information if you purchase the right product, install and set it up properly. We not only help you use the software, we help you use it more effectively and efficiently.
At Jason Grubbs CPA, we can assist you in payroll services to reduce time spend on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement and administer your benefit, retirement and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals.
Cash Flow and Budgeting Analysis
Cash management can improve a company’s liquidity, reduce costs, and increase profitability. At Jason Grubbs, we can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We can help you analyze your spending, re-balance your budget and/or debts for optimal cash flow to support your businesses’ success.
Financial Projections and Forecasts
While the future cannot be predicted, we all can benefit for planning for it. Jason Grubbs CPA combines expertise, experience and an understanding of your business to produce financial projections that can help you manage your business plan and spending. We stay current with market trends and updates so you can be prepared for what is to come.