Jarred Wolf


Financial Consultant

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Financial Services Available:                                                                                                  

"Managing your finances beautifully, Music to your ears"

1. General Bookkeeping Services:

  • Journal Entries

  • Month-End Closes

  • Reconciliation/Balance Sheet Maintenance

  • Classifications Assistance for Transactions

  • Cash Management

  • Asset Tracking

2. Budgeting & Forecasting

  • Models in Excel

  • Package Requirements for Banks

3. Bank Reporting

  • Ratio Requirements/Calculations

  • Package Submissions

4. Accounts Payable

  • Entering Bills

  • Paying Bills

5. Accounts Receivable

  • Creating invoicing and sending to required individuals

  • Collections

  • Cash application to respected invoices

  • Cash deposits

6. Contract Negotiations

  • Vendor Payment Terms

  • Collection Terms

  • Contract review and negotiations to favor your business

  • Contract bidding 

7.  Tax Filings​

  • Sales Taxes

  • Personal Property Taxes

  • Personal Tax Filings

  • Government notice pushback to save you money

8. Operations efficiency and margin improvement

  • Lean Manufacturing assistance

  • Labor and time management improvements

  • Time and Motion studies

Contact Us

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"Managing your finances beautifully, Music to your ears"