Our Services

 
 

Accounting & Bookkeeping Solutions

 
 

I help small businesses and individuals flawlessly manage finances.  Whether you need to create a new system from scratch, clean up a backlog, or solidify monthly account management, I can help you get on track.

Having owned and operated my own small businesses for over 25 years, I have a well-developed understanding of how businesses function, and the information required to drive smart decisions.

I’ll  guide you to use that information efficiently in order to keep your tasks organized, your finances in order, and your business running smoothly. 

 

Supportive Solutions

  • Enter and pay bills

  • Create and send purchase orders and invoices

  • Record receivables

  • Categorize expenses

  • Reconcile bank accounts and credit cards

  • Prepare books and records for tax professionals

  • Collaborate with tax professionals to help keep you organized

Who Can it Help?

  • Attorneys

  • Health professionals

  • Marketing and PR consultants

  • Real estate and construction professionals

  • Education professionals

  • Personal finance professionals

  • Software and engineering professionals

  • And others!

 

Life Transition Solutions

 

Life can throw some unexpected curveballs, and handling your own finances during transitions can feel overwhelming. Whether you’re dissolving a relationship, heading into retirement, dealing with the loss of a loved one, or simply new to having your own personal finance manager, we’ll work together to build a bridge to solid financial ground.

With personal, compassionate coaching, and guidance on how to strengthen your money muscle, you’ll learn to create tactics to help keep your head above water.  You’ll come to confidently know what you’re earning, where it’s going, and how to stay in the black.

 

Supportive Solutions

  • Make financial changes in relationships

  • Understand your personal balance sheet of assets & liabilities

  • Organize overwhelm so you can manage your finances

  • Prepare information for attorneys, accountants, etc.

  • Customized assistance tailored your unique transition

Who Can it Help?

  • Older adults

  • Busy professionals

  • People dissolving or beginning relationships

  • Individuals new to personal finance management

  • Anyone going through a significant life change

 

Paper Decluttering Solutions

 

Are you moving, and looking for a way to keep your paperwork organized, or to start a filing system from scratch?  Do you have way too much mail taking up valuable space?  Too many financial statements to keep track of?

When your paperwork is disorganized, it’s hard to think clearly. This can hinder your ability to navigate business—and life. JCA Financial Solutions offers patient support to declutter your papers, and your mind.

We’ll create a flawless filing system that make sense. We can organize hard copies, or build a password-protected virtual filing system to house your entire history of documents. Whether at home or work, a smoothly-run office means you’re free to spend quality time on other things that matter.