Our Services
On-site & Remote Bookkeeping
Monthly reconciliations of all bank & credit card accounts
Operating bill payment processing
Proper recording & categorization of:
All expenses incurred
All bank deposits
Payroll
Loan and Equity transactions
Accounts Payable & Receivable management
Payroll processing
Tracking & management of commission distribution
Prepare & publish monthly financial statements
Review of quarterly tax filings
Annual 1099 processing & management
Clean up/Catch up work to get the books current
Work with your CPA on a monthly, quarterly, or annual basis
why JMT?
Clients engage JMT for multiple reasons and at different stages in their business lifecycle.
What remains constant is that JMT has a remarkably high client retention, built on delivering value, expertise, and service with personable, experienced, and talented staff. We become an integral member of our client’s business.
Startups
For clients who are setting up their business, we become a valuable member of the team early in the process. We formulate and implement the financial infrastructure for the organization so that our clients can focus on their core business strategy. The JMT team has a wealth of experience supporting entrepreneurial ventures.
Growth Mode
Oftentimes, we are engaged by clients who have managed their financial process on their own during the initial phases of the business, have sustained growth, and need JMT to take over the books.
Process Change
Some of our clients have outgrown their bookkeepers and are in need of a higher level of service. In these scenarios, JMT seamlessly picks up where the previous bookkeeper left off and typically we identify and incorporate new procedures which drive efficiency and enhance financial management.
Cleanup Crew
There are times when a previous bookkeeper left the finances in disarray and JMT is engaged as “the fixer.” For these engagements we clean up the accounts and get the books in a place where the business can operate with confidence in the accuracy of their financial reporting and management.
Geographic or Service Expansion
Some of our clients engage JMT when they start transacting business in new geographies or when they offer new types of services. For example, a client may start to do business internationally but may have little experience with foreign transactions. The JMT team has global reach and guides our clientele as they enter new markets.
