Business Details
Your Trusted Partner for Accounting Solutions
At JC & Company, we are dedicated to providing high-quality advisory, tax, and wealth management services tailored to meet the unique financial objectives of each client. Our team of experienced professionals works collaboratively with businesses to streamline accounting processes, optimize tax efficiency, and facilitate sustainable growth. By leveraging advanced technology and secure platforms, we deliver real-time financial insights and fixed monthly fee structures to ensure budget predictability. With a commitment to integrity and professionalism, we act as strategic partners, prioritizing trust and confidentiality to support long-term client success.Our services span bookkeeping, payroll management, tax planning, and cybersecurity advisory, addressing both immediate needs and future financial goals. We serve diverse industries including construction, healthcare, real estate, and professional services, offering customized solutions that adapt to evolving business landscapes. Through continuous education and proactive guidance, we empower clients to navigate financial complexities with confidence and clarity.
Services
Bookkeeping
Payroll
Tax Planning
Financial Advisory
Cybersecurity
Highlights and features
- We offer fixed monthly pricing for predictable budgeting
- Our team provides real-time financial data access through secure platforms
- We specialize in industry-specific solutions for construction and healthcare
- We combine advanced technology with personalized advisory services
- Our professionals hold certifications including CPA, CFP, and PFS
Services
Bookkeeping
Our bookkeeping services ensure accurate financial records through daily transaction tracking, bank reconciliation, and credit card expense management. We provide digital access to paid bills and prepare monthly financial statements for informed decision-making. By handling day-to-day accounting tasks, we allow business owners to focus on core operations while maintaining complete financial transparency.
Payroll
We manage payroll processing including tax filings, employee expense reports, and 1099 contractor payments. Our system ensures compliance with regulatory requirements while minimizing administrative burdens. Clients receive timely payroll execution and detailed reporting to maintain accurate employee compensation records without day-to-day management responsibilities.
Tax Planning
Our tax services combine strategic planning with compliance expertise to maximize deductions and minimize liabilities. We prepare business and individual tax returns while identifying opportunities for tax-efficient growth. Through ongoing consultation, we help clients navigate complex tax regulations and implement proactive savings strategies aligned with financial objectives.
Financial Advisory
We provide data-driven financial analysis and customized growth strategies through monthly performance reviews and budget reporting. Our advisory services focus on cash flow optimization, profitability analysis, and long-term wealth management. By combining accounting expertise with industry-specific insights, we help businesses make informed decisions that drive sustainable success.
Cybersecurity
Our cybersecurity solutions include risk assessments, employee training, and implementation of protective measures against digital threats. We help businesses understand security vulnerabilities and implement cost-effective safeguards. Through educational resources and practical implementation guidance, we protect sensitive financial data while ensuring compliance with industry standards.
People
Brian D. Long
Partner
Certified Public Accountant and Personal Financial Specialist focusing on strategic advisory services for business owners. Provides comprehensive financial planning solutions with emphasis on tax efficiency and wealth management.
Keith A. Lewis
Partner
CPA with extensive experience in business taxation and accounting systems. Specializes in helping professional service providers optimize financial operations through customized accounting solutions and compliance strategies.
Nate Wollenberg
Partner
Certified Financial Planner offering wealth management services to physicians, dentists, and business owners. Focuses on retirement planning, investment strategies, and long-term financial security solutions.
Jodi A. Bieber
Senior Accountant
Experienced accounting professional managing client financial reporting and compliance. Specializes in QuickBooks implementation and providing technical support for business accounting systems.
Kevin R. Hamilton
Senior Tax Manager
CPA with expertise in corporate and individual tax preparation. Focuses on tax compliance, planning strategies, and regulatory requirements for businesses across multiple industries.
Questions
What accounting software do you work with?
We specialize in QuickBooks Online integration but can work with various accounting platforms to meet client needs.
Can I deduct cybersecurity expenses on my taxes?
Yes, most cybersecurity investments qualify as tax-deductible business expenses under current IRS regulations.
Do you offer virtual consultations?
Yes, we provide secure online meetings and digital document sharing for remote client support.
How do you handle multi-location businesses?
Our digital platform supports centralized accounting management for businesses operating in multiple locations.
What industries do you specialize in?
We focus on construction, healthcare professionals, real estate, and professional service providers.
