Solutions tailored to your needs

We begin by evaluating your current accounting and financial systems & processes, assessing their capability and scalability. Then, we tailor a specific program based on your accounting and financial needs. Finally, we coordinate a working group to collaborate and adapt approaches to resolving process bottlenecks and hot spot issues throughout the setup stage and beyond it. The result is a seamless ongoing process of alignment designed to keep up with your accounting and reporting needs as you grow.

Our comprehensive financial statement analysis will allow you to compare your current numbers versus the same periods in prior months or prior years and calculate your expenses as a percent of your revenues. This unique perspective will provide you with a clear picture of how your business is performing.

Our approach entails a deep dive into your projections for sales, operations, and capital expenditures, guided by your organizational goals and assumptions. The budget process will allow you to anticipate problems before they occur by developing projections based on varying assumptions with good, better, and best-case scenarios.

The re-forecasting process will allow you to adjust your expectations on the fly and modify your decisions based on changing circumstances. The ongoing process will provide insight into how your organization's decisions could impact your business's financial well-being.

The variance analysis will provide a detailed look at where you missed versus plan and why. It will also offer a glimpse into building your assumptions for next year's projections!

Within the context of your goals, we will utilize your existing tools or develop new ones. Our approach includes designing graphs, analyzing key ratios, developing scorecards & creating KPIs to measure progress and focus your organization's efforts. Information is vital, but the wisdom to use it is critical. Together, we will develop a strategy designed to inform and educate you based on numbers relative to your organization and industry.

Tax compliance is the exercise of completing your tax return. To do this, you must determine how much tax you owe based on your personal or taxable business income. Then, reduce that amount by what you have already paid and remit the difference to the federal or respective state/local government. At JAYA Financial, we can help you directly with tax compliance or advise a third-party provider for you.

Additionally, thousands of reputable CPA's or tax compliance organizations, such as H&R Block or Jackson Hewitt, offer assistance with compliance. However, many of us make the faulty assumption that these organizations automatically assist with the second thrust of the compliance/strategy arc (the strategy piece) as well. That assumption would be incorrect.

Their function, or even that of your bookkeeper, is not to ensure that you pay the least amount of tax legally possible. The role of these organizations when they sign your tax return as your designated tax preparer is to make sure that you comply with the tax code.

However, the tax code is inherently grey. There are often multiple answers to the same question. The key is to discover how experts interpret the tax regulations. Paying the least amount of tax requires some research and planning throughout the year. If you wait until March 15th, it's too late. At JAYA Financial, we will help you to identify tax strategies that will allow you to keep more of your hard-earned money.

    • Processing vendor payments.
    • Setting up payroll.
    • Submitting employee payroll processing. *
    • Sending out w-9's to vendors.
    • Submitting 1099's to the IRS at year-end.
    • Communicating with your outside tax preparer.
    • Coordinating year-end reports and financial statements.

With JAYA Financial, you can rest easier knowing that we have your day-to-day processes covered.

* We may use a third-party provider for payroll services

JAYA Financial can customize a plan to suit your current needs and build for your future ones. Our bundles provide a consistent payment structure based on what you need; however, all of our services can be purchased a-la-carte. Additionally, we can perform various one-time or project-based financial analyses, including Goal Seek, Scenario, Cost/Benefit, RACI Matrix, and more.