JOLT Strategies

Leading with advisory, we support all your accounting, tax, and business needs.

 

Unlock the True Potential of your Finance Team:  Embrace Strategic Transformation

 

Gone are the days of your finance team merely crunching numbers and handling routine operations. With our innovative approach, we breathe new life into your finance department, fostering a culture of strategic thinking and forward planning. Imagine a team that not only manages daily tasks but also actively contributes to your long-term vision.

 

JOLT advisors are skilled in transforming finance departments into strategic enablers. We understand that true success lies in aligning financial insights with your business goals. Let us guide you through this transformational journey, ensuring that your finance team becomes an invaluable asset to your organization.

 

Our Core Offerings - ALL CLIENTS

 

 

At Jolt, we understand that small business owners require more than just bookkeeping and tax preparation. As your business grows, you deserve a partner who goes beyond the basics to help you thrive. Our caring and dedicated team provides the following core services to all our valued clients:

 

Accounting Services:

 

  • Monthly reconciliations, journal entries, and accurate financial statement preparation.
  • Efficient management of bill payments, customer invoicing, payroll, and sales tax.

 

Tax Services:

 

  • Business Income Tax Return preparation, along with related individual returns for shareholders, if desired.
  • Proactive tax forecasting and management throughout the year to avoid last-minute surprises.

 

Advisory Services:

 

  • Enjoy a dedicated advisor for life, comprising CPAs, EAs, and highly qualified accountants.
  • Monthly financial reviews to keep you informed and in control.
  • Budget-to-actual comparisons for better financial decision-making.
  • Carefully planned cash flow strategies to ensure financial stability.
  • Expert management of special projects to drive growth and efficiency.
  • Business coaching to translate your vision into actionable and achievable goals.
  • Count on us to handle any other challenges that arise and require our expertise.

 

 

At Jolt, we don't treat these services as add-ons; they are at the core of what we offer. Your success is our priority, and we take pride in being your trusted partner throughout your entrepreneurial journey. Let us help you navigate the complexities of business and unleash your full potential. Join us and experience the caring support you deserve.

 

 

What our clients are saying about us . . .

Elliot A, President, Titan Electric

They seemlessly helped get our business off the ground, processes set up and managed all of our accounting and tax so we could focus on running the company. Incredible knowledge and expertise in so many areas.  

Sal P, CEO TriVillage Studio

Best kept secret in town! They genuinely care about my business and are very supportive.  It takes a lot of pressure off of you when you find someone that is reliable and trustworthy.  The whole team knows how to bring a pracitcal approach to accounting that meets our accounting needs in an affordable manner.