Jill Jacobs And Company

Veterinary practices and law firms sit alongside construction companies and manufacturers among the businesses served here. Owners who need financial management but not a full-time hire can bring in a fractional CFO or controller, which is where the budgeting, forecasting and profitability work lives, and succession and exit planning for those getting ready to step away. QuickBooks runs through much of the day-to-day side, from initial setup and training through to month-end close. On the tax side the firm prepares returns, projects liabilities ahead of the season so the bill is not a surprise, and represents clients through IRS and state audits. The firm puts its work with small and medium-sized businesses at more than 30 years. Engagements start with a $450 retainer, credited against later work, and the office sees clients by appointment only. There is a second office in Petaluma.