EJC Financial

Choose the service that matches what you need

Start with the problem, not the service name. EJC handles bookkeeping, monthly accounting, cleanup, tax work, process improvement, and ongoing advisory. We'll confirm the right scope after we understand what needs attention.

Services
Six options, with a scope agreed for each engagement.
First step
Tell us what you need. We confirm which records to review before quoting.
Good fit
Owner-led businesses, accounting teams, and individuals who need tax help.

Which problems sound familiar?

More than one can apply. We'll confirm the scope after learning about your situation.

What is happening now BookkeepingTax servicesMonthly closeCleanupProcess improvementAdvisory
Transactions, reconciliations, invoicing, or bill payments need attention
You need a personal or business tax return prepared and filed
Reconciliations slip most months
Reporting arrives late, or without notes
Prior periods don't tie to the bank
Balances changed after a year was closed
Tax preparation needs schedules you do not have
1099 season turns into a scramble
The team closes the books but has little time for analysis
Repeated manual steps and unclear handoffs slow the close
Deadlines and open items land on the owner
Several providers touch the books and nobody coordinates
You're not sure what the business can afford
Profit or margins changed and you don't know why
A hire, price change, or expansion needs numbers behind it

If business records need repair, cleanup may come before recurring bookkeeping, monthly close, or tax preparation.

How to get started

The first three steps are the same for every service.

Step one

Send a note. Tell us what you need help with. For taxes, include whether the return is personal or business, the tax year, and any deadline.

Step two

We review the starting point. For accounting, we review recent books. For advisory, we review recent reporting, cash position, and the decisions coming up. For tax work, we confirm the records needed. For process improvement, we walk through how the team works today. We arrange secure access before you send records.

Step three

We send the scope, fee, and timing. You get everything in writing before work starts.

Not sure which service fits?

Send a short note about the accounting, tax, process, or business decision you need help with. We'll confirm which service fits and what we need to review next.

Request a review