I run a speciality consulting company with each consultant having 20+ years of real-world experience. My approach is to address problems or projects head-on and take action. I have worked in multiple industries including AEC, education and government.
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4 customer reviews
Christopher C.
I've worked with Jon for nearly two years now. His broad experience as a fellow business owner, financial executive, operations executive, and all-around experience in every facet of what it takes to grow and operate a business has been an indispensable asset. Jon's insight and ability to quickly see the "forest for the trees" has helped me move my business forward. It's all about the results, and Jon has delivered! Hire him with confidence. More...
Ebony
Awesome would definitely use again!!! Jonathan is great!
Leah
I had the pleasure of working with Jon for my business consulting project. His attention to detail is exceptional and really goes above and beyond to see the project to the end.
Elise
I had an outstanding experience working with Jon. From the outset, he was exceptionally responsive, which provided a great deal of reassurance at a time when I was feeling both nervous and overwhelmed.
He took the time to thoroughly understand my needs and made the entire process smooth and manageable.
The quality of Jon’s work was truly impressive—he brought structure and clarity to areas that are often particularly challenging for those starting or managing a business. His insights were both practical and strategic, and he explained complex information in a clear, approachable way.
Jon also played a key role in helping me meet several critical deadlines that had initially seemed daunting. His calm, professional demeanor and proactive support made a significant difference.
I would confidently recommend Jon to anyone seeking high-quality accounting and business consulting services, and I look forward to continuing to work with him in the future.
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What kind of accounting services do you provide?
The accounting services that are provided are bookkeeping services, financial analysis and reporting, compliance and risk management and automation of routine tasks.
Why is it so important for businesses to hire a great accountant?
The core reason is financial accuracy and compliance. Risk management, tax optimization, improved decision making and business growth are other important factors as well.
What do you love most about your job?
I love helping people and businesses. I love seeing clients succeed and be able to provide better opportunities for the next generation. I love seeing the product of hard work, determination and grit.
What inspired you to start your own business?
My inspiration comes from the ability to work with different clients, just like people no two businesses are the same. I love the independence to work on my own and still have enough time for family.
Why should our clients choose you?
My core belief is continuous improvement, constantly improving myself and also working with clients to do the same. I strive to provide unbiased and objective information, free from personal opinions or biases.
Can you provide your services online or remotely? If so, please add details.
All services can be performed online or remotely, we also have the ability to provide onsite service if the client or project requires it.
Accounting and Bookkeeping
Our team specializes in
1. Bookkeeping for businesses of all sizes
2. Sole Proprietor and individuals
3. Non Profit and 990 prep
4. Audit and tax prep
5. Month end and year end closes
Business Consulting
Our team specializes in
1. CFO and COO consulting - We can assist in strategy planning, fill interim vacancies and prepare board/ownership packages.
2. ERP Implementation Consulting - We can work with your vendor to ensure seamless roll out of your new systems.
3. AEC (Architecture, Engineering and Construction) consulting and project management.
4. Education (Higher Ed and K-12) and Non Profit Consulting
5. Cost cutting and budget management initiatives.
Executive Coaching
We specialize in different types of executive coaching
1. Individual Executive Coaching - for individuals who are currently in director levels and above who would like to make the next step to C suite.
2. Accountability Coaching - Not hitting your full potential? Stuck in the same rut? Keep repeating bad habits? We have solutions to get you back on track and reach your full potential.
3. Life Coaching - Think MAMBA mentality. We are firm believers that sometimes you need to put in long hours, work harder than everyone else and be 100% dedicated to your craft or business to be able to take the next step. We can help.
4. Business and team coaching - Let us help your star employees, sales team or C suite executives perform better. We offer coaching packages for your entire team.
Strategic Advisor
Strategic Advising
Lets help you transform financial insights into business decisions. Our analysis will help execute executive decision making. We can assist with translation of clear and urgent insights of complex finance numbers to your operations team.
Data Translation
Increase Monthly Recurring Revenue (MRR), we can help with creation of goals and new dashboards to assist business owners with increasing leverage in day to day operations. Let's help you understand EBITDA (Earnings before interest, taxes, depreciation and amortization) and why you this is an important metric.
Risk Management
Let's help you identify gaps before they become losses.
Together we can make the next steps to grow your business. We sell Clarity our team strives in navigation of difficult situations, compliance and red tape.
