EJC Financial

How EJC Financial works

We provide bookkeeping, accounting, tax services, and advisory for owner-led businesses, and we help owners use the results to plan cash, profit, and growth. EJC is a remote-first practice, so the work is built around secure access, clear communication, and scheduled reviews rather than geography.

A quiet office corridor with glass partitions.
EJC Financial Principal-led accounting and advisory for owner-led businesses.

Principal-led, start to finish.

Ethan Carlson scopes each engagement, reviews the work before it reaches you, and leads the owner meetings. The person who learns your business at the start stays accountable for the results.

Each month runs on an agreed calendar. The books close and get reviewed, and advisory clients meet with us to go through the results and the decisions coming up.

We limit monthly engagements so each close has room on the schedule. If we're full, we'll give you the next available start date.

Monthly work has a fixed fee. Cleanup is priced separately. We agree on delivery dates and the meeting schedule before work starts.

Experience and background

Practice lead

Ethan Carlson

Experience

Controller and senior accountant roles at a public telecom company, a hospital system, a real estate firm, and a multi-location med spa group, then outsourced controller work for owner-led businesses

Planning and reporting

13-week cash forecasting, board and lender reporting, KPI design, and variance analysis, including multi-entity groups with intercompany activity

Team leadership

Built and led an 11-person accounting team as monthly revenue grew from $200K to $1.7M

Industries

Construction and job costing, real estate and property management, healthcare, media, restaurants, oil and gas, engineering, logistics, and telecom

Education

B.S. Accounting, University of Wyoming

Location

Remote, serving individuals and businesses in Denver, across Colorado, and beyond

What we do

  • Bookkeeping, including reconciliations, accounts receivable, and accounts payable
  • Monthly accounting and close, on an agreed calendar
  • Cleanup of prior periods, quoted once as a project
  • Personal and business tax preparation and filing, plus supporting records
  • Accounting process improvement and documentation for existing teams
  • Oversight and advisory, including cash-flow forecasting, profitability analysis, decision support, and regular owner meetings

What we don't do

  • Audits, financial statement reviews, compilations, or other attestation work
  • Representation before a taxing authority
  • Legal, investment, or valuation advice
  • On-site work in your office

Tell us what you need

Send a short note about your accounting or tax needs, or a decision you're working through. We'll explain what to review, arrange a secure way to share records, and confirm the scope before work starts.

Request a review