Boost Your Business: Expert Services
At S&J Financial Services, we offer a full range of professional services designed to help businesses operate more efficiently, make smarter financial decisions, and grow with confidence. Explore our cor services below:
Our Service to You
BOOKKEEPING SERVICES
Accurate, organized, and stress-free financial recordkeeping
We provide monthly bookkeeping services that keep your finances clear, current, and ready for tax season or investor reviews. Whether you're a startup or an established business, we handle day-to-day financial tracking, bank reconciliations, expense categorization, and financial reporting- so you always know where your business stands.
Key features:
- Monthly bank and credit card reconciliations
- Clean-up bookkeeping
- QuickBooks and Xero support
- Profit & Loss, balance sheet, and cash flow reporting
Tax Return Preparation & Filing
Accurate and compliant tax services for individuals and businesses
We offer professional tax preparation for small businesses, corporations, and individuals. Our team ensures you returns are filed accurately on on time.
Tax services include:
- Federal and state business tax filings
- individual income tax returns (Schedule C, 1040, etc.)
- Quarterly tax payments
- Year-round tax planning and support
Business Consulting & Entity Formations
Smart financial strategy from startup to scale-up
Whether you're just forming your business or looking to grow, we provide strategic business consulting services to help you make sound financial decisions. From choosing the right business structure to optimizing cash flow, we guide you through every stage.
Services include:
- LLC, S-Corp, and C-Corp formations
- EIN (Employer Identification Number) registration
- Financial planning and forecasting
- Cash flow optimization and budgeting
- Profitability improvement strategies
- Nonprofit formation and 501(c)(3) application support
Business Valuations & Exit Strategy Support
know what your business is really worth- accurately and confidently
We perform independent business valuations to help owners, buyers, and investors make informed decisions. Whether you're preparing for a sell, seeking outside investment, or simply want to understand your market value, our team delivers objective, data-driven valuations.
Our valuation services include:
- Market based business valuation using industry comparables
- Valuations for mergers & acquisitions
- Owner exit planning support
- Financial statement analysis & adjustments
- Adjusted EBITDA & SDE Calculations for accurate pricing
- Referral to licensed brokers for business sales through trusted partners
Ready to Discover What Your Business is Worth?
If you're considering selling your business or simply want to know where you stand, let's talk. We offer confidential, no-pressure business valuations.
Call today to determine "What my business is worth"
Financial Due Diligence
Comprehensive reviews for business sales, mergers, or investments
Our financial due diligence services uncover potential risks and ensure you're making informed decisions during high-stakes transactions. Whether you're a seller preparing for acquisitions or a buyer verifying a deal, we provide accurate, confidential financial assessments.
Due diligence includes:
- Quality of earnings (QoE) reviews
- Working capital analysis
- Risk identification and red flag reporting
- Buy-side and sell-side financial reviews
Finance & Accounting Recruiting
Top-tier financial talent, tailored to your company's needs
We specialize in recruiting for all levels of accounting and finance roles, from entry-level to executive leadership. Whether you need a temporary bookkeeper or a full-time CFO, we connect you with highly qualified professionals who are ready to add value from day one.
We fill all accounting and finance positions, including but not limited to:
- Chief Financial Officer (CFO)
- Controllers
- Staff Accountants
- Bookkeepers
- A/P & A/R Specialist
- Payroll Specialists
- Financial Analysts
- Tax Preparers & Audit Support Roles
Our finance recruiting services are built on a deep understanding of the industry, allowing us to source talent with the technical skills, integrity, and cultural fit your organization needs to thrive.