Jc Bookkeeping And Financial Services

Bookkeeping here often runs after the fact: clients send in their bank and credit card statements at the end of the month, or on some other agreed schedule, and the entries are made from there — frequently in QuickBooks, which the firm also sets up and adjusts. Payroll, accounts receivable, and billing and bill paying can be handed over the same way, alongside income tax preparation and tax compliance work for small business owners.

Jackie DeMartini, an Enrolled Agent, started out in a tax office when returns were still done by hand and puts her time in the accounting industry at more than 30 years; a fourth-generation Placer County resident, she works with local nonprofits through the tax practice. Ryan DeMartini is a CFP who took a finance degree at CSU Chico. Nancy Leach, there since 2003, sets up client payroll. It is not a CPA firm, and wealth management and financial planning sit with a sister business, JC Financial Services.