Accounting & Advisory

UP-Source Your Accounting To Us!


Day-to-day accounting processes and systems are the building blocks of a strong financial structure, providing the business intelligence organizations need to thrive. JAG Accounting & Advisory Team can help you establish and maintain an efficient system that helps your organization achieve its fullest potential by focusing on one or all of these four key areas:

  • Accounting Systems

  • Transaction Management

  • Reporting & Compliance

  • Advisory Services

Our team of experts includes professionals well versed in the accounting software solutions available, as well as Certified Pro Advisors in QuickBooks and QuickBooks Enterprise. We can help you achieve accounting nirvana. Whatever the goal may be, our team will craft a customized solution to meet it. Specific ways we can support your accounting and bookkeeping functions include:

  • Advising on system selection, transition and implementation

  • Assisting with setup, ongoing maintenance and support for QuickBooks accounts

  • Identifying and establishing the necessary monthly, quarterly, and annual accounting processes, including relevant reporting and compliance requirements, such as those for payroll and sales use tax

  • Identifying accounting personnel needs and defining optimal roles and responsibilities  

  • Serving as an external advisor for long-range financial planning

  • Serving as your outsourced accounting department or payroll administrator

The JAG Difference

We are passionate, forward-thinking entrepreneurial CPAs who are driven to see our clients succeed. Through the JAG Difference, we offer the right business solutions to help our clients turn their dreams and visions into reality.


Guaranteed Customer Satisfaction

Your satisfaction is our priority. We believe in this so much that we guarantee your satisfaction or you don’t have to pay us. Seriously. The only thing that is required of you is to let us know what the issue was. Continuous improvement is part of our culture and that means learning from our mistakes.

Fixed Price Agreements

When it comes to your relationship with your business adviser, are you buying their time or their results? We think it’s results. For that reason, we have transparent pricing and communicate clear results. This works by having open and honest communications. We will let you know what we can and can’t do. We want to know what is important to you and your business so that we can deliver.

No Surprise Billing

We know we’re the experts and you’ve hired us to delivery top notch results. What this means is that sometimes we find other opportunities or risk areas that need to be addressed that were previously not known. When this happens, we will initiate a “Change Order Request”. Specifically, we’ll let you know what the issue is and the corresponding price to address. No surprise invoices.

Industries We Serve







Real Estate

We serve a variety of different industries. Are you ready for find out how we can serve you?