Better systems. Simpler procedures. Fewer headaches.
Most businesses don’t have a software problem or a people problem. They have a process problem: tools that don’t talk to each other, steps that live in one person’s head, and data typed in twice. We fix that.
Our approach
Analyze.
We review every tool you use for accounting, billing, payroll, expenses and reporting, and interview the people who use them. We document where time is lost and where errors creep in.
Recommend.
What stays, what goes, what gets connected, and the effort involved. Built on QuickBooks Online, with add-ons only where they earn their place.
Streamline.
We redesign the procedures around your systems, remove duplicate steps, set up approvals and automate the repetitive work.
Document.
We write standard operating procedures for each process, with clear steps, owners and checklists, so the new way of working sticks.
Migrate and support.
If new software is part of the plan, we handle setup and data migration and train your team.
What you get
✦SOPs your team can follow and update
Our technology
QuickBooks Online.
Your books live in QuickBooks Online, so you and your team can see real-time financials from any device, any time. We handle setup, migration from desktop or other platforms, bank feeds and app integrations.
Secure client portal.
One private, password-protected place to view reports, approve items, answer questions and track the status of your work. No more digging through email threads.
Secure file transfers.
Bank statements, receipts, payroll records and tax documents are exchanged through encrypted file transfer, never as ordinary email attachments. Your sensitive information stays protected in transit and at rest.
Numbers | Strategy | Results
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JMB Accounting and Consulting Services LLC