By combining expertise, experience and the energy of staff, each client receives close personal and professional attention. High standards, service and specialized staff spell the difference between outstanding performance and "big box" tax offices. Individuals and companies who choose Bollie Lee Jarratt, Jr., CPA, MBA rely on competent advice and responsive personnel.
We provide total financial services to individuals, large and small businesses and other agencies. Because we get new business from the people who know us best, client referrals have continued to fuel our growth. Our clients receive all of our contact information to ensure they can reach us when there is a pressing issue they face and we are away from our office at that time.
The primary goal as a trusted advisor is to be available and to provide insightful advice to enable clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually educate ourselves in rigorous courses to improve technical expertise, financial knowledge and service to our clients.
We provide total financial services to individuals, large and small businesses and other agencies. Because we get new business from the people who know us best, client referrals have continued to fuel our growth. Our clients receive all of our contact information to ensure they can reach us when there is a pressing issue they face and we are away from our office at that time.
The primary goal as a trusted advisor is to be available and to provide insightful advice to enable clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually educate ourselves in rigorous courses to improve technical expertise, financial knowledge and service to our clients.
Services
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Small business owners spend an average of eight hours a month performing payroll functions.
That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.
If you're fortunate enough to be in this position then we have the perfect solution for you.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits.
Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.
If you're fortunate enough to be in this position then we have the perfect solution for you.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits.
Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.
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