CFO ADVISORY SERVICES
DREAMS COME WITH A PRICE TAG
HELPING YOU GET CLEAR ON WHAT'S DRIVING YOUR PROFITS SO YOU CAN DO MORE OF WHAT YOU LOVE.
Sure, you can do your own books, but a driven goal-getter like you needs more than just recordkeeping. Now is the time to have a trusted advisor to help maximize your profits, position you for funding and increase your cash flow effectively so you can maximize your impact by creating the business and lifestyle you deserve.
The purpose of providing this service is to help you maximize your profits, position you for funding and increase your cash flow.
MONTHLY CFO SERVICES
Our customized packages include:
Financial Analysis and Reconciliation
Bookkeeping and Data Management
Cash Flow Forecasting
Business Credit Monitoring
Payroll Tax Reporting
HERE TO HELP YOU GO FURTHER FASTER.
"In America, there are two tax codes: one for the informed and one for the uninformed. Both are legal."
Federal Judge Hand
TAX PLANNING AND PREPARATION
KEEP EVERY PENNY THAT BELONGS TO YOU.
YOU'VE EARNED IT. WE'LL HELP YOU KEEP IT.
Changes in the tax law have made it more important than ever to have someone on your team that knows which tax strategies will place you in the best financial position possible and maximize your refund.
So, what are you going to do with that tax refund? Will you save it or buy a car, go on a dream vacation, buy a house, or get out of debt? Regardless of what you're planning to do, you can rest assured you have accurate and caring tax professionals dedicated to helping you get everything you've worked so hard for.
-Refund advances available
-IRS Efile Approved
-IRS AFSP Preparer
THE KEY TO BUILDING WEALTH STARTS WITH A PLAN.
Tax preparation is looking back to financial activity that has already taken place. Our Tax Planning service is forward-looking and takes into account your family and business structure to plan for your future. This service saves thousands and thousands of dollars in taxes each year for individuals and entrepreneurs.
TAX SERVICES CUSTOMIZED FOR YOUR BUSINESS
You are extremely gifted and have spent hours perfecting your craft, but that isn't enough. You are still expected to know every tax strategy or deduction working in your favor. How is that humanly possible, you ask? By staying in your lane and using your superpowers to delegate. Continue making the impact by operating in your genius zone and allow our team of tax professionals to help you protect your legacy.
Although we work with all industries, these industries are a representation of the clients we currently serve.
Uber, Lyft, Shipt, Instacart, DoorDash
Home Improvement Contractors
Speakers and Consultants
Real Estate Professionals
Boutique Owners and Fashion Designers
CREDIT REPAIR SERVICES
GOOD CREDIT GIVES YOU MORE OPTIONS.
SERVING INDIVIDUALS, FAMILIES & BUSINESS OWNERS
Are you looking to get a car loan or get a mortgage refinanced? Are you looking to get funding to expand your business? Are you ready to build your children's credit? We are determined to share sound credit and debt management strategies that will help you leverage a solid record of personal and business credit to build generational wealth. Schedule a consultation today so discuss how we can help.
WHY JT FINANCIAL?
A TRUSTED ACCOUNTANT AND PROFESSIONAL ADVISORS
JT Financial Services was created to strengthen the business foundation of entrepreneurs and ministry leaders. Our approach is to empower our clients through financial education so they take full control of their financial prosperity and avoid sabotaging wealth creation by making costly mistakes. We take time to understand laws and show you how to use them in your favor. Our clients rest easy in knowing they are paying for solid growth strategies that will support their personal and business goals.
YOUR DREAM HOME IS CLOSER THAN YOU THINK.
NO MONEY DOWN PROGRAMS - VA FINANCING
Whether you are a first time home buyer, looking to refinance or a Veteran looking to settle down in the state of South Carolina, we've got you covered! Home ownership is one of the keys to building generational wealth and we take our commitment to finding the right mortgage for you seriously. Our professional approach carefully guides you through the mortgage process so you know you have the made the right decision for you and your family.
Numbers have never really been my strong suit. Jean helped me learn how to count my coins and multiply them. On top of that, my net profits has increased because I realize now where I was spending and made changes to make my money work harder for me.
Deborah, Columbia, SC
I can't thank you guys enough for helping me understand what my profit centers were so I could make better decisions on where to focus my time and my team's energy. I've modified my service offerings to doing things that bring me more joy and more money! #sograteful
Shawna, Pineville, NC