Services
Services
J&E Advisory Group offers a range of specialized services designed to support businesses at various stages of their lifecycle and operational needs.
Consulting
Startup
Tailored for emerging businesses, our startup services offer the foundational support needed to successfully launch and grow. From entity formation and financial structuring to accounting systems setup and initial compliance, we help entrepreneurs turn their visions into viable businesses.
Risk
Our risk management services focus on identifying, evaluating, and mitigating financial and operational risks associated with your business activities. We provide comprehensive strategies to protect assets, ensure compliance with regulations, and secure your company's reputation in the market.
Strategy and Analytics
Leveraging data analytics and strategic planning, we help businesses uncover insights, forecast trends, and make informed decisions. Our strategy and analytics services are aimed at driving performance, competitiveness, and innovation, ensuring you stay ahead in your industry.
Tax: Corporate and Personal
Advisory
Our advisory services are aimed at providing strategic insights and guidance to support decision-making and business growth. Whether it's financial, operational, or strategic advice, we help clients navigate their most challenging issues.
Planning
With a focus on the future, our planning services help clients set and achieve their financial goals. From personal financial planning to business financial strategy, we provide the foresight and guidance needed to build a solid foundation for growth.
Compliance
We assist with navigating the complex landscape of regulatory compliance, ensuring that individuals and businesses adhere to relevant laws and regulations. Our compliance services cover audits, reports, and documentation to keep you in good standing.
Federal Income Tax
Specializing in federal income tax, we provide planning, preparation, and filing services to ensure compliance with the IRS. Our expertise helps clients optimize their tax position and navigate the complexities of federal tax laws.
State and Local Income Tax
Understanding the nuances of state and local tax systems is vital. We offer tailored services to manage your state and local tax obligations effectively, ensuring compliance while optimizing tax liabilities across multiple jurisdictions.
Bookkeeping
Setup
We offer setup services for businesses looking to establish or reorganize their accounting systems. This includes the selection and implementation of appropriate accounting software, chart of accounts creation, and integration with other financial systems to ensure cohesion and efficiency.
Payroll
Our payroll services manage all aspects of payroll processing, from calculation of wages and deductions to the issuance of payments and tax filings. We ensure compliance with all relevant laws and regulations, providing both peace of mind and operational efficiency.
Training
J&E Advisory Group provides training services to empower your team with the knowledge and skills necessary to manage your accounting and financial processes effectively. Our customized training covers software use, bookkeeping principles, and best practices to optimize your in-house financial management.
Invoicing
We support businesses in managing their invoicing processes, ensuring that sales and services are accurately billed and accounted for. Our invoicing services help improve cash flow and reduce administrative burdens by streamlining bill generation, payment tracking, and accounts receivable management.
Management
Our management services offer a holistic approach to overseeing your financial operations. We provide strategic advice, financial planning, and management reporting to guide business decisions and support sustainable growth. By taking a comprehensive view of your finances, we help steer your business towards its objectives.
Finance
Planning
Financial planning services at J&E Advisory Group; Tax are focused on helping clients prepare for short-term and long-term financial objectives. We create custom financial plans that encompass budgeting, savings, investment, and retirement strategies, ensuring a robust and secure financial future.
Forecast
Forecasting services involve utilizing historical data, market analysis, and industry trends to project future financial conditions and performance. We aid in preparing financial forecasts and modeling to assist clients in strategic planning, risk assessment, and decision-making processes.
Investments
Our investment services offer guidance and recommendations to help clients grow and manage their investment portfolios. We analyze market trends and investment opportunities, providing personalized advice tailored to clients' risk tolerance, financial goals, and timelines, ensuring a diversified and balanced approach to wealth building.