Bookkeeping
You take on many roles in your small business. Let our Quickbooks ProAdvisors take Bookkeeping off of your plate. Whether you’re starting out, a seasoned pro or need some clean up work completed, we will insure your books are accurate and up to date.
Financial Analysis
We understand that it’s hard enough just trying to keeping your business running. Let us help you ensure your company is pointed in the right direction through proper financial analysis. Whether you need cash flow forecasting or implementation of Key Performance Indicators (KPI), we use the latest in data science technology to bring this data to life.
Transactional Advisory
Are you looking to grow your business through acquisition or large capital purchases. These types of transactions can have complicated forecasting models and may need verification of other companies data. Let us help you make sure you have the best data so you can make the best possible decision.
Marc Work formed J&O Financial, LLC in 2019 with the intention of helping small businesses make the best possible decisions through accurate and relevant bookkeeping and financial analysis. Due to recent technological advances, small businesses have access to more data than at any other point in history. Our goal is to help these small businesses make sense of this information by applying the latest in accounting and data science technology, including Quickbooks Online, Python, R, SQL and machine learning.