Services built to take a business from idea to well-run operation

Work with JRTR on a single project or lean on us as your ongoing financial team. Every engagement starts with a conversation about where the business is today.

01

LLC & EIN formation

Getting the legal and tax foundation right from day one, so there's nothing to untangle later.

  • State LLC (or entity) formation and filing
  • IRS Employer Identification Number (EIN) application
  • Guidance on operating agreement basics and initial compliance steps
  • Business bank account and bookkeeping setup checklist
02

Bookkeeping

Monthly bookkeeping that gives you an accurate, current picture of the business — not a scramble every March.

  • Transaction categorization and monthly account reconciliation
  • Monthly income statement, balance sheet, and cash flow summary
  • Clean books handed to your tax preparer (or to JRTR) at year end
  • Catch-up bookkeeping for businesses behind on their books
03

Tax planning

Proactive planning throughout the year, so tax season brings no surprises.

  • Entity structure and election review (S-corp timing, etc.)
  • Quarterly estimated tax planning
  • Deduction and credit strategy specific to the business
  • Year-end planning sessions ahead of filing
04

Tax filing

Accurate, on-time federal and state filing for the business and, where needed, for you personally.

  • Business tax return preparation and filing
  • Individual returns for owners and self-employed clients
  • Prior-year and multi-state filing support
  • Direct CPA review of every return before it's filed
05

Financial advisory

CFO-level thinking, scaled to a growing business — the same forecasting and budgeting discipline used to manage nine-figure corporate budgets.

  • Budgeting, forecasting, and variance analysis
  • Cash flow planning and runway modeling
  • Financial support for loan applications, due diligence, or acquisitions
  • Ongoing advisory calls to review the numbers and plan next steps
06

Website design

A professional, fast, mobile-friendly website that gives a new or growing business credibility online.

  • Custom-designed site built around the business and its brand
  • Mobile-responsive, fast-loading pages
  • Contact forms and basic booking or inquiry flows
  • Launch support on Netlify or the host of your choice
07

Marketing support

Practical marketing groundwork that helps the right clients find and choose your business.

  • Brand positioning and messaging
  • Marketing plan and channel recommendations
  • Content and campaign guidance for launch

Not sure where to start?

Tell us where the business stands today and we'll recommend the right first step.

Book a consultation