Numbers. Strategy. Results.
JMB is an accounting and consulting firm that helps businesses restructure, modernize their software and streamline the way work gets done. Accurate books, a clear plan, measurable results.
Accounting services — the Numbers
Monthly bookkeeping.
Every transaction categorized, every account reconciled and your books closed by the 15th of each month. You receive a balance sheet, profit and loss statement and cash flow report you can rely on.
Full-charge bookkeeping.
Complete bookkeeping through the general ledger: accounts payable and receivable, bank and credit card reconciliations, journal entries, payroll entries and month-end close. The capability of an in-house bookkeeper without the overhead.
Fractional CFO services.
Senior financial leadership on a part-time basis. Budgets, cash flow forecasts, financial analysis and a seat at the table for big decisions, without a full-time CFO salary.
Clean-up, migration and setup.
Behind on your books or moving to new software? We bring your records current, migrate your data accurately to the right platform and set up your chart of accounts, bank feeds and integrations so you start clean.
Consulting services — the Strategy
Restructuring.
When growth, a slowdown or a change in ownership strains the business, we reorganize the financial and operational pieces: entity structure, chart of accounts, cost base and reporting lines. You come out leaner, clearer and ready for the next stage.
Software analysis.
We review the tools you use today, find the gaps, overlaps and manual workarounds, and recommend what to keep, replace or connect. You get a clear plan, not a sales pitch.
Streamlined procedures.
We map how work moves through your business, from quote to cash and purchase to payment, then remove bottlenecks, cut duplicate steps and automate where it makes sense.
SOP development.
We write clear standard operating procedures for every key process, so your team does things the same way every time and new hires get up to speed fast.
The Results
Every engagement starts with agreed targets, such as a faster month-end close, fewer manual hand-offs or a clean audit trail, and we report progress against them until they’re met.
Numbers | Strategy | Results
JMB Accounting and Consulting Services LLC