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Accounting & Payroll

Reliable Books. Clear Financials. Less Administrative Burden.

Accurate accounting is the foundation for tax planning, cash-flow management, business decisions, and long-term growth. Jaaxen Tax & Advisory helps business owners maintain reliable financial records, improve accounting processes, understand their numbers, and coordinate payroll with the broader financial picture.

Monthly Accounting & Bookkeeping

Good bookkeeping is more than categorizing transactions. Reliable financial records give business owners the information they need to understand profitability, manage cash flow, prepare for taxes, and make confident decisions.

Jaaxen can provide ongoing accounting support tailored to the size, complexity, and needs of the business.

• Bank and credit-card reconciliations

• Transaction review and classification

• General ledger maintenance

• Accounts receivable oversight

• Accounts payable oversight

• Month-end close

• Balance-sheet account reconciliation

• Financial statement preparation

• Owner and management reporting

• Coordination with tax preparation and planning

Clean books create better tax returns, better decisions, and fewer surprises.

QuickBooks Cleanup & Catch-Up Accounting

Books do not always start out clean. Businesses may fall behind, inherit incorrect accounting, experience staff turnover, or discover that their financial statements no longer match reality.

Jaaxen helps identify problems, correct historical records, and establish a cleaner accounting foundation going forward.

• Catch-up bookkeeping

• Bank and credit-card reconciliation

• Duplicate and misclassified transaction correction

• Chart of accounts cleanup

• Opening balance review

• Accounts receivable and payable cleanup

• Loan and liability reconciliation

• Owner contribution and distribution review

• Payroll account reconciliation

• Balance-sheet cleanup

• Tax-ready books

The goal is not simply to make QuickBooks balance. The goal is to make the financial statements reliable.

Financial Reporting That Business Owners Can Actually Use

Financial statements should tell a story about the business. Jaaxen helps owners move beyond simply receiving a Profit & Loss statement by providing clear reporting and helping identify what the numbers mean.

• Profit & Loss statements

• Balance sheets

• Cash-flow reporting

• Comparative financial statements

• Budget-to-actual reporting

• Trend analysis

• Management reporting

• Customized reporting where appropriate

• Financial statement review with ownership

We focus on presenting financial information in a way that helps owners identify trends, opportunities, risks, and areas requiring attention.

Payroll Administration & Oversight

Payroll affects far more than issuing paychecks. It connects employee compensation, payroll taxes, accounting, cash flow, compliance, and business tax planning.

Jaaxen helps business owners manage payroll administration and oversight while ensuring payroll information is properly coordinated with the accounting and tax process.

• Payroll setup and implementation

• Payroll processing coordination

• Employee and contractor setup

• Payroll tax deposit oversight

• Quarterly payroll reporting coordination

• W-2 and 1099 coordination

• Payroll-to-general-ledger reconciliation

• Owner compensation planning coordination

• Payroll expense review

• Payroll reporting for management

• Coordination with third-party payroll providers where appropriate

Note: Jaaxen is not a PEO or legal HR provider.

Payroll Matters for Business Owners Too

For business owners—particularly S corporation shareholders—payroll decisions can have important tax and compliance consequences. Jaaxen helps coordinate owner compensation with business profitability, distributions, payroll reporting, and tax planning.

• Reasonable compensation considerations

• Salary and distribution coordination

• Payroll tax implications

• Year-end compensation review

• Retirement contribution coordination

• Integration with business tax planning

Compensation recommendations depend on the specific facts and circumstances of each business and owner.

Accounting Systems & Process Improvement

As businesses grow, accounting processes that once worked may become inefficient or unreliable. Jaaxen helps owners improve financial workflows so information is easier to obtain, more accurate, and more useful.

• Chart of accounts design

• Month-end close process improvement

• Accounting workflow review

• Financial controls

• Accounts payable and receivable processes

• Technology and software review

• Bookkeeping workflow optimization

• Document and recordkeeping processes

• Management reporting processes

• Coordination between bookkeeping, payroll, tax, and advisory functions

Your Accounting and Tax Strategy Should Work Together

One of the advantages of working with Jaaxen is that accounting does not operate in isolation from tax planning.

Clean, current financial records allow tax decisions to be made before year-end rather than after the return is already due. They also provide the information necessary for cash-flow planning, profitability analysis, owner compensation decisions, and fractional CFO advisory.

Accurate Accounting

Reliable books and reconciled financial information.

Proactive Tax Planning

Current numbers allow tax opportunities and potential liabilities to be identified earlier.

Better Business Decisions

Financial information becomes a management tool rather than simply a compliance requirement.

Who We Help

Small & Growing Businesses

Businesses that need dependable monthly accounting without building an internal accounting department.

Business Owners Behind on Their Books

Owners who need catch-up accounting, cleanup, reconciliation, and tax-ready financial records.

S Corporations & Partnerships

Entities requiring coordinated accounting, payroll, owner compensation, distributions, and tax reporting.

Businesses Needing Better Financial Visibility

Owners who have bookkeeping in place but need stronger reporting, processes, and financial insight.

Engagement Options

Bookkeeping / Monthly Close

Starting at $500/month

For businesses with relatively simple activity that need reliable reconciliations, month-end close, and standard financial reporting.

Payroll Administration

Starting at $225/month

For businesses seeking payroll coordination, oversight, and reduced administrative burden.

Accounting Cleanup Projects

Custom quoted based on the number of months, accounts, transaction volume, and condition of the existing books.

Better financial decisions start with reliable numbers.

Let’s get your accounting working for your business.