RLJ Financial Services, Inc.

Farms and medical practices are the two client groups RLJ keeps returning to, alongside service-based businesses and high-income individuals, in California and elsewhere in the US. Randy Jenkins started the practice in the Modesto area in 1986 doing tax preparation for local families and small businesses; an Enrolled Agent who also holds the CFS and CSA designations, his own work centers on tax reduction strategy, choice-of-entity analysis and estate planning. Caleb Jenkins joined in 2009 and leads the client accounting services team — an Enrolled Agent, and certified as a QuickBooks ProAdvisor at sixteen, which the program records as the youngest globally.

Day-to-day accounting runs on QuickBooks Online tied to a defined stack of connected apps: Ramp and BILL for bill pay and spend management, Avalara for sales tax, Connecteam and QuickBooks Time for hours, Syft and Reach Reporting for KPIs. The firm frames its work as stewardship and says its faith shapes how it serves clients.