Financial Services


JTE Financial provides a wide range of services to individuals and businesses in a variety of industries. At JTE Financial, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Businesses of all sizes rely on us for accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. The purpose of our accounting services is to help you relieve some of the stresses of running your business with our accurate record-keeping and reporting. We also provide professional support regarding financial issues such as the initial setup of a bookkeeping system, cost-containment strategies, tax planning, employee benefit and profit-sharing plans.

These services include but are not limited to:

- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Payroll processing

- Employee benefit and profit-sharing plans
- Cash flow budgeting and forecasting
- Personal financial statements

- Corporate tax planning and return preparation
- Accounting system setup and support

In order to streamline your business and save you time we set up personalized financial reports. These reports are valuable tools that allow you to gauge an overall perspective of your business' performance and can guide your business in making financial decisions, planning for future goals, and evaluating performance.

At JTE Financial, we focus on building relationships with our clients. This includes assuring the solidity of financial records, and working to produce strategies that help our clients plan and execute their business strategies. Clients benefit from our objective analysis and assistance in regards to controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:
- Business Audits, Reviews, and Compilation
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession

JTE Financial's financial statement services are comprised of three levels of assurance depending on your company's needs. Through Audits we offer the highest level of assurance to third parties, include in-depth examination and confirmation of all account balances, inventories, and selected transactions. We perform audits for your business to remove errors, evaluating the validity and reliability of the information. Our Reviews involve inquiries and analytical procedures that confirm financial statement matters and identify any items that may require a further more in depth analysis. Reviews are performed in order to ensure the integrity of your data. Compilations are commonly requested for internal purposes and are based upon the information provided to us by a company's management. Although they do not offer assurance, they may involve some adjustment to accounting records.

Effective estate and trust planning is performed in order to ensure financial security for your loved ones. For businesses, it is used to maintain a smooth transition of ownership. Our role is to aid you in navigating your way through the complex and constantly shifting tax laws to facilitate all your transfers of assets while minimizing the tax liabilities of your beneficiaries. Everyone should have a well planed, clear strategy as to the distribution of one's estate. Having all of your taxes and estate thoroughly planned will ensure that your loved ones won't have any complications to deal with.

When it comes to Financial and Retirement Planning the goal JTE Financial is to help you reach and maintain your financial goals all the way through to a comfortable retirement. We guide you through all the tough decision-making processes such as asset allocations, investment monitoring, education funding for your children, retirement plans, insurance, and tax, estate planning. Whether you are only developing an investment strategy or evaluating the status of current investments, JTE Financial can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you make sure that it's not a rough one.

JTE Financial's litigation support and forensic accounting services can be utilized in a variety of situations, including commercial litigation, financial investigations, business valuations, business/marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, fraud and theft investigation, and analysis of financial records. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. JTE Financial can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, JTE Financial can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Quick Books can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

As technologies rapidly advance, companies increasingly need to update their computer systems. JTE Financial can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.

JTE Financial's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Choosing and administering benefit plans for your employees is often a complex process. JTE Financial can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. JTE Financial can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

No one can predict the future perfectly, but we can all benefit from planning for it. JTE Financial combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

The range of needs for valuing businesses continues to widen, and JTE Financial can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, JTE Financial can provide professional know-how to help you successfully structure and negotiate the deal. JTE Financial employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Whether your needs are corporate or personal, JTE Financial's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Whether you're a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., JTE Financial can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.




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