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INDUSTRIES WE KNOW

Trust Us to Know the Ins and Outs

Aluminum Supplier
Small Business Owner
Volunteering Group
Business Meeting

MANUFACTURING

HOSPITALITY

NONPROFIT

PROFESSIONAL SERVICES

DESCRIPTION OF SERVICES

See list below for a detailed list of our services

01

As a Contract Controller, my mission is to help small and medium-sized businesses achieve financial health. I offer expert, flexible solutions for your accounting needs. Whether you're looking for short-term support or a long-term partner, I’ll work closely with you to achieve your goals and improve your bottom line.

03

Take the stress out of tax season with our Tax Planning and Preparation service. I will ensure that your periodic federal and state income tax liabilities are calculated accurately and on time. I can also help with tax requirements for the choice of entity selected in a business formation, as well as the tax implications for the purchase or sale of business vehicles, machinery, or assets.

02

Our Accounting and Bookkeeping services are designed to help our clients stay on top of their finances. We offer monthly bookkeeping, financial reconciliation, Quickbooks management, income and loss statements, and fixed asset management, so that you can rest assured that your finances are being managed with the utmost care and precision.

04

As a Quickbooks Advisor Pro, I provide a wide range of Quickbooks services that will elevate your business. From converting from Quickbooks Desktop to Online, to system training and maintenance, setting up your chart of accounts, integrate third-party applications, and customize common forms to fit your specific requirements. Learn how to maximize everything that Quickbooks has to offer and let me help you take your business to the next level.

J. Caldwell Consulting

jcaldwellconsulting@gmail.com

231.714.0658

Traverse City, MI

©2023 by JCaldwell Consulting PLLC

Our business or service does not discriminate on the basis of race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, or political beliefs.

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