Jayroe & Company provides a wide range of services to individuals and businesses in a variety of industries. At Jayroe & Company, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Tax Management Services
At Jayroe & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Jayroe & Company provides reasonable and necessary business bookkeeping for all types of business, from small individual businesses, farmers, corporations, partnerships, and other entities that need typical bookeeping services such as general ledgers, financial statements, cash flow analysis, and bank reconciliations.
Financial and Retirement Planning
Jayroe & Company's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jayroe & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one, and we can help you to take the proper steps to reach your goals.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Jayroe & Company's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Jayroe & Company's payroll services can help you reduce the time spent 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. Jayroe & Company 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. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Jayroe & Company can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
As technologies rapidly advance, companies increasingly need to update their computer systems. Jayroe & Company can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Jayroe & Company can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Jayroe & Company can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Whether you're a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., Jayroe & Company can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.
Peachtree/Sage Help and Assistance
Peachtree, now called Sage, can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Jayroe & Company offers the following solutions to help meet your Sage needs:
Personal Training - We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation - We install Sage on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup - We assist new Sage users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support - Our Sage support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Analysis - Our Sage analysis service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to analyze your transactions, accounts and reports. This analysis ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Analysis may be conducted at any time, but monthly analysis provide you with up-to-date information and feedback about your business.
Debt and Finance Advising
Whether your needs are corporate or personal, Jayroe & Company's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Church/Non-Profit Analysis & Consultation
Jayroe & Company specialize in assisting the Church/non-profit organization with their initial setup, recordkeeping systems, by-laws, and other required governmental reporting. We provide for non-profits with the Form 990 tax return that is required each year. We can provide procedural and financial analysis and consultations that assist in the overall guidance and maintenance of the entity. In the procedural analysis, we insure the entity that they are in line with all governmental requirements such as articles of incorporation, by-laws, financial reporting, policies and resolutions, and any other requirement.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Jayroe & Company combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.