Jade Accountants

Polishing Your Path to Success

Built on trust and proven reliability, we go far beyond standard bookkeeping. From inventory management and cost analysis to budget tracking and cash flow forecasting, we deliver the strategic financial leadership ambitious businesses need to scale profitability.

Specialty Services

Common Requests We Handle Regularly

1. Inventory Management (Built for restaurants and food trucks) Know exactly how much you sell of every menu item compared to what it costs you to make. We track food cost, waste and margins, so you can price with confidence and stop guessing where your profit goes.

2. CFO Services (For growing businesses) We do more than bookkeeping. We help you analyze your business through budget tracking, cost analysis and cash flow reporting, so you can make smarter decisions and grow your company.

3. Bookkeeping Services (For every business) Know where your money stands every month, not just at tax time. We record your transactions so they are tax ready and close your books each month, giving you accurate numbers for your taxes, your bank and your decisions.

4. Full Cycle Accounts Receivable (A/R) (Weekly or monthly) Get paid faster and keep your cash flowing. We handle your invoicing, payment tracking and collections from start to finish, on a weekly or monthly schedule that fits your business.

5. Full Cycle Accounts Payable (A/P) (Weekly or monthly) Pay your bills on time and never lose track of what you owe. We manage your bills, vendor records and payments from start to finish, on a weekly or monthly schedule that fits your business. Year-end 1099 preparation is also available for this service.

6. QuickBooks Setup and Training (For business owners) Get a QuickBooks file that actually works for your business. We set it up correctly and train you and your team to use it, taught by an accountant who uses it every day.

8. SOPs and Business Consulting (For owners ready to scale) We help you put standard operating procedures (SOPs) in place so your team runs the business the same way every time. Along with business consulting, that gives you the structure to grow your company.

9. Personal Financial Planning (For individuals and families) Plan ahead with someone who also understands your taxes. We help you build a plan for retirement and college savings and invest in a tax efficient way, so more of what you earn stays yours.

7. New Business Formation (For new owners) Start your business the right way from day one. We help you choose between an LLC and an S-corp, get your EIN, handle state registration and set up your books, so you launch with clean records.

Good to know box Bookkeeper or Accountant? We Can Help With Both. A bookkeeper records and categorizes your transactions. An accountant does that and more, adding CFO services, A/R and A/P management, inventory management, and business consulting on top of your bookkeeping. They are separate services, so you can choose the support that fits your business. We build custom accounting packages that combine any of these services with bookkeeping, or provide each one on its own.

Industries: Jade Accountants serves real estate, restaurants, construction, freight and logistics, law firms, manufacturing, IT and technology, hospitality, security and food trucks.

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