Keep Track of Your Taxes and Transactions With Ease

Your One-Stop Shop for All Things Financial

Bookkeeping - Payroll - Income Taxes - Business Coaching

Enhance Your Company With Our Financial and Bookkeeping Solutions

Get the high-quality accounting services that you need to help your company grow even if you can’t afford to hire a full-time controller. You can rely on PJ Financial Group to manage your bookkeeping, deadlines, tax forms, and financial systems for you.

We Go Way Beyond Bookkeeping

Our team of certified public bookkeepers help corporate clients with:

A/R, A/P, Cash/Credit Reconciliations
Advisory Services (Profit Margin or Revenue Analyses and Forecasting)
Cash Flow Needs (Loan Packages and Forecasting)
Financial Statement Preparation
Internal Controls To Reduce the Risk of Fraud and Theft
Payroll Administration
Planning and Budgeting
Sounding Board for Your Business Ideas
Systems and Workflow Improvement

Our Credentials

QuickBooks Certified ProAdvisor Advanced Online badge

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We Provide QuickBooks® Bookkeeping for Small Businesses

Revolutionizing the Financial Services Industry With Technology

One of the most exciting changes in the accounting industry is cloud accounting, a general term for several types of accounting solutions.

It makes the accounting system accessible via a cloud accounting system or a remote server connected to the internet. This is done in a private, secure space that only authorized users can access.

In the past, accounting systems software programs like Intuit QuickBooks® have been located on a small business owner’s private PC or a private server within the small business.

Access to this “desktop accounting system” was limited to employees within the same physical location, making it challenging when business locations were added and when they needed outside consultants, such as bookkeepers, to access the system.

Cloud accounting solves this problem.

Benefits

Here are the reasons many corporate businesses are moving to the cloud:

1. Access to your accounting system anywhere, anytime.
As our workforce becomes more mobile, cloud accounting provides a tremendous convenience. It allows users to access the accounting system from any computer connected to the internet.

2. Access via all different kinds of computers and devices.

3. No more software updates or version upgrades.

4. Tighter security.
Your data is more secure in cloud accounting than on your PC. That’s because the data centers that provide cloud accounting have strict security procedures. Security features include:

Physical security, including limiting building access and computer room access with retina and fingerprint scans
Data security, including firewalls, multiple layers of password management, employee training, and much more
Redundancy of computers and data for disaster recovery
24/7 network monitoring

5. Built-in offsite backup.

6. No more file version errors.

Costs

The costs of a cloud accounting solution will vary depending on:

The accounting software you choose
Whether you choose to host a desktop software or choose a SaaS
How many users need access to your software
Whichever features you need, and whether you can get them in the core software or an add-on

Some accountants will include your software, hosting, and other technology requirements at a comprehensive price, including bookkeeping, payroll, controller review, and tax compliance.

In these cases, the accountant will likely deal with the cloud accounting vendor, so you will not have to manage that relationship. In other cases, the accountant may pass on some references to you and leave you to work with the vendor directly.

Are We a Good Fit for Your Bookkeeping Needs?

Our bookkeeping services may be a good fit if:

You are looking to switch bookkeeping services companies
You have outgrown your current bookkeeping solution and are looking for a new one.
You need professional help to resolve problems with your current accounting system and/or when your numbers look wrong.
Your books are behind or out of control, and you need help catching up.
You have hired bookkeepers in the past, but it hasn’t worked out.
You realize that just because you can do your books doesn’t mean you should – you may have far more high-value business tasks you could be accomplishing with your limited time.
You need layers of expertise and skill to do your books and to advise you on more technical accounting and tax matters.
You need additional support to help train and supervise your bookkeeping employees, check their work, and perform more advanced bookkeeping tasks.

Let's Get Started

How to get started

We’re friendly, knowledgeable, and experienced, and love numbers and deadlines! We can get started in three easy steps:

The first step is to click on the Contact Us link and schedule your free 30-minute consultation.
The consultation will be a meet and greet to discuss your business operations and your financial service needs. We'll then provide you with a quote or suggest a set of services or packages that are right for your business and your budget.
Once you’ve accepted our proposal to become a client, we’ll start the “new client onboarding” process. It’s simple and painless.

You’ll have sparkling clean books and peace of mind in no time. We look forward to hearing from you soon!

PJ Financial Tax Depot

PJ Financials Tax Depot We here at PJ Financial stay current on the newest tax laws and credit available for each area of our practice. We make sure that out staff is knowledgeable about the things that matter to you the most. We tailor your tax returns to match your unique situation and we’ll leave no stone unturned in finding you the most advantageous returns possible. We work hard so you don’t have to!

Individual Income Tax Returns

We offer the Federal 1040 and as many States tax returns that you need based on the tax documents you provide. Our services are priced by the total number of forms generated to get you the best and most accurate tax returns possible…we don’t file unnecessary forms…only what you need to get the job done correctly.

Let’s get started…schedule a FREE 30-Minute meeting to see how we can help you!

Gig Workers & Independent Contractors

We offer Monthly, Quarterly and Annual bookkeeping services to provide an accurate picture of your annual revenue and expenses. We then complete your annual tax returns for peace of mine.

As a special benefit to being a client of ours we offer a $99 per month bookkeeping service plan that will include a free Federal 1040, Schedule C and 1 state tax return at the end of each tax year as a thank you for your monthly bookkeeping services.

Book a meeting today and we’ll get started on your account right away!

Small Businesses, Partnerships & Corporations

Let’s partner together!

Your monthly bookkeeping is a vital part of the equation to your operations, and you need to know the ins and outs of your books to make key decisions throughout the year. We can help!

We offer Monthly, Quarterly and Annual bookkeeping services that will map your accounts directly into your tax return for end of the year processing. You can have your taxes completed after the year-end financial review and be well on your way to a successful new year!

Don’t delay…Schedule a FREE 30-Minute meeting and let’s get started today!

Free IRS Income Tax Publications

Let's Partner Together!

Design a financial service plan that's tailored just for you with our expert services. Set up your free 30-minute consultation with us today.

Book an Appointment

Keep Track of Your Taxes and Transactions With Ease

Bookkeeping - Payroll - Income Taxes - Business Coaching

Enhance Your Company With Our Financial and Bookkeeping Solutions

We Go Way Beyond Bookkeeping

Our Credentials

We Provide QuickBooks® Bookkeeping for Small Businesses

Revolutionizing the Financial Services Industry With Technology

PJ Financial Tax Depot

Free IRS Income Tax Publications

Where's My Refund

Make Business or Personal Tax Payments

Inflation Reduction Act of 2022

IRS Operations During COVID-19: Mission-critical functions continue

Help for taxpayers and tax pros: Tax season alerts and planning ahead for 2023

Forms, Instructions & Publications

Let's Partner Together!