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LEADING WITH ADVISORY,

WE SUPPORT ALL YOUR BUSINESS, ACCOUNTING, AND TAX NEEDS

The comprehensive services you've been looking for, expertly designed for the financial challenges you face.
 

Strengthen Your Finance Team With Experts and Embrace Strategic Transformation

Digital Work

The JOLT team augments your existing finance department by filling in your missing pieces.  With integrated technology and our business expertise, we breathe new life into your finance department, fostering a culture of strategic thinking and forward planning. Re-imagine interactive, financial forecast tools that help you remain focused in real time on your business goals. 

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 you have invaluable financial information at your disposal.  

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With more than 60 years combined experience specializing in small business growth and development, we understand that entrepreneurs hunger for more than just bank reconciliations and tax preparation. 

 

THEY WANT A BUSINESS PARTNER WHO GOES BEYOND THE BASICS TO HELP THEIR BUSINESS THRIVE.

 

OUR CARING AND DEDICATED TEAM PROVIDES THE FOLLOWING CORE SERVICES TO ALL OUR VALUED CLIENTS:

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ACCOUNTING SERVICES

* Monthly reconciliations, journal entries, and accurate financial statement preparation

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* Efficient management of bill payments, customer invoicing, payroll, and sales tax.

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TAX SERVICES

* Proactive tax forecasting using our proprietary tax planning tool and management throughout the year to avoid last-minute surprises.

* Business income Tax Return preparation, along with related individual returns for shareholders.

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ADVISORY SERVICES

* Enjoy a dedicated advisor for life, comprising CPAs, EAs, and highly qualified accountants
 

* Business coaching to translate your vision into actionable and achievable goals.

WE DON'T TREAT THESE SERVICES AS ADD-ONS; THEY ARE AT THE VERY 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.

Challenges

WE UNDERSTAND YOU.

CAN YOU RELATE TO OUR CURRENT CLIENTS? LET'S SEE.

  • We're making tons of sales, but we're just not profitable yet.
    JOLT clients net substantially higher profits than their peers because we focus on profit-proven strategies to maximize revenue AND streamlining business operations. Both components are essential for a business to thrive.
  • I already have an accountant...why am I here?
    Unlike other accounting firms, Jolt Strategies provides a holistic approach to financial health. We work with you as your trusted business advisor. Our services include profit coaching, tax optimization's as well as traditional accounting and bookkeeping services. We work with you to help you thrive, not just survive.
  • We never know our tax liability until our return is completed.
    If you are greeted with unexpected tax liabilities during tax season, you are not being well served. Beyond tax preparation, we use a proprietary tax package to provide strategic tax advice ALL YEAR. We work with you during the year to maximize tax savings strategies, ensure tax compliance and manage cash flow. Our clients are never surprised.
  • I don't know what I don't know - help!
    Our expertise lies in uncovering hidden opportunities and risks within your business, providing you with a comprehensive understanding and actionable strategies to propel your success.
  • How is JOLT advisory different than any other advisory firm?
    JOLT advisory services are not an expensive after-though or add-on service. We lead with advisory which means we offer it to all our clients. Our advisory services blend analytics with creativity, and we are committed to forging long-term partnerships with our clients, adapting along with you as your business evolves.
  • I desperately need help, but there's no way I can afford it right now.
    We prioritize creating value for our clients, offering flexible, scalable solutions tailored to address your immediate challenges within a budget that works for you.
  • Scaling my business sustainably is a lot harder than I thought.
    We've assisted businesses in scaling by evaluating their business model, identifying scalable opportunities, and creating a step-by-step plan to grow responsibly and profitably.
  • Our business has hit a plateau...how can we grow from here?
    As a certified profit coach, we are able to help you implement profit-proven profit strategies for exponential growth. These strategies will uncover hidden revenue without the need for additional marketing or advertising spend.
  • We need to cut costs, but don't want to sacrifice quality.
    Jolt Strategies employs a methodical approach to cost reduction, focusing on eliminating waste, negotiating better terms with suppliers, and improving process efficiencies without compromising on quality.
  • How much do JOLT services cost?
    We understand that every client's needs are unique, and our pricing reflects that commitment to customization. To discuss your individual needs in more detail and receive a personalized quote, we encourage you to contact us. We look forward to the opportunity to create a solution that perfectly aligns with your goals.
  • I often spend my day putting out fires and don't have much time to focus on growth.
    We have enabled clients to delegate effectively by setting up efficient systems and processes that automate and streamline routine tasks, freeing up time to focus on strategic growth.
  • We're struggling to retain customers.
    Customer Retention is one of our 22 profit proven strategies for a pathway to profitability. By analyzing your customer journey and feedback, we develop targeted retention strategies that enhance customer satisfaction and loyalty.
  • We have data, but it is in many different places and not flexible enough to help us make timely decisions?
    Our data analysis expertise turns your raw data into actionable insights, allowing for data-driven decisions that align with your strategic goals.
  • I need to innovate, but I don't know where to start.
    Jolt Strategies aids in cultivating an innovative mindset, identifying unique opportunities, and implementing a framework to bring your innovative ideas to fruition.
  • The market is changing quickly. How can I keep up?
    We provide ongoing market analysis and trend insights, equipping you with the agility to pivot strategies and maintain a competitive edge in a dynamic environment.

TALK WITH A MEMBER OF THE JOLT TEAM TO SEE HOW WE CAN ACCELERATE YOUR GROWTH TODAY!

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"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."
- Elliot A., President, Titan Electric 
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