REVOLUTIONIZING TRADITIONAL FINANCIAL SERVICES

From profit proven growth strategies to proprietary tax planning, we're redefining what it means to be a financial partner.

Welcome to a new era of financial services with JOLT. We blend the reliability of traditional accounting with innovative strategies to meet the dynamic needs of today's businesses. Our suite of services is designed not just to manage your finances but to empower your business growth.

Our custom-tailored services are applicable and scalable to all business types:

SMALL BUSINESS

START-UPS & VENTURE-BACKED

E-COMMERCE

Advisory Services

ADVISORY SERVICES

CORE ADVISORY SERVICES

Analyzing and interpreting monthly financial statements.
Conducting quarterly strategic review meetings with management.
Developing and revising comprehensive tax planning strategies.
Identifying areas for financial improvement and efficiency.
Providing insights on market trends and their financial implications.

FRACTIONAL CFO SERVICES

Managing cash flow and creating cash flow forecasts.
Developing and overseeing budgeting processes.
Implementing and monitoring financial controls.
Advising on financial risk management.
Assisting with capital structure decisions and financing strategies.

SPECIAL PROJECT WORK

Preparing for and managing external audits.
Guiding ERP system implementation and integration.
Conducting State and Local Tax (SALT) research and compliance.
Overseeing mergers and acquisitions from a financial perspective.
Implementing cost-saving initiatives and performance improvement plans.

Tax Services

TAX SERVICES

TAX PLANNING

Conducting quarterly meetings with clients for proactive tax planning.
Forecasting and calculating estimated tax payments.
Identifying strategies to maximize tax deductions and credits.
Reviewing financials to anticipate and mitigate tax liabilities.
Providing guidance on tax-efficient business structures and transactions.

REPRESENTATION

Representing clients in communications and negotiations with the IRS.
Assisting with audits, appeals, and resolving tax disputes.
Advising on compliance with federal, state, and local tax laws.
Preparing and submitting documentation and responses to tax authorities.
Guiding clients through the process of tax resolution and settlements.

BUSINESS & PERSONAL TAX PREPARATION

Preparing and filing small business tax returns, ensuring compliance.
Leveraging advisory insights to optimize tax positions for businesses.
Completing and filing individual tax returns for business owners and other clients.
Identifying deductions and credits applicable to individual tax situations.
Keeping abreast of tax law changes and their implications for clients.

ACCOUNTING SERVICES

Accounting Services

FINANCIAL REVIEW

Reconciling bank accounts and financial records monthly.
Ensuring accuracy of the general ledger.
Analyzing variances and investigating discrepancies.
Preparing internal financial reports for management.
Reviewing accounting policies and procedures for efficiency.

ACCOUNTS PAYABLE/RECEIVABLE

Processing and paying vendor invoices.
Managing and reconciling accounts payable and receivable ledgers.
Invoicing clients and managing collections.
Implementing payment terms and conditions.
Resolving billing disputes and discrepancies.

PAYROLL SERVICES

Partner with premier payroll providers to assist with employee processing payroll for employees.
Calculate shareholder W2 adjustments, as required by the IRS
Provide guidance on employee and contractor working relationships
Ensuring compliance with employment and labor laws.

SALES TAX SERVICES

Filing and remitting sales tax returns
Managing sales tax registration in various jurisdictions.
Monitoring business activities for sales tax nexus.
Advising on sales tax implications of new products or services.
Assisting with sales tax audits and compliance checks.