Blue “JLG” letters above the words “Consulting Business Analysis Accounting” in blue, on a light gray background.
(925) 788-5314
Blue “JLG” letters above the words “Consulting Business Analysis Accounting” in blue, on a light gray background.
(925) 788-5314
Blue “JLG” letters above the words “Consulting Business Analysis Accounting” in blue, on a light gray background.
A man with glasses and a beard smiles while working at a desk, using a laptop and writing on paper. He is surrounded by plants and office supplies.

Client Accounting Services

More Than Bookkeeping—Financial Information You Can Use

Accurate books are the foundation. Client Accounting Services (CAS) go further by helping you understand the financial activity behind your business.

At JLG Consulting & Accounting, I provide ongoing accounting support, financial reporting, account analysis, and personalized guidance designed to give business owners clearer, more useful financial information.

Because I work directly with my clients, I become familiar with both the accounting records and the business behind them. That allows me to identify questions or issues, explain what I’m seeing, and help you better understand what your numbers are telling you about your business.

Talk With Jennifer
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The JLG Consulting Difference

Direct, Personalized Service

You work directly with me—not a rotating team. I become familiar with your business, your accounting processes, and your financial reporting needs so I can provide consistent, individualized support.

Accuracy & Integrity

Reliable financial information starts with accurate accounting. I approach every client’s books with care, consistency, and professional integrity.

More Than the Numbers

Financial reports are more valuable when you understand what they mean. I help clients look beyond the numbers to better understand financial activity, trends, and issues affecting their businesses.

Client Accounting Services Can Include:

  • Financial Reporting & Analysis – Financial statements provide valuable information about your business. I help clients analyze and understand their financial reports so they can identify trends, recognize changes, ask better questions, and gain greater insight into their business operations.
  • Account Reconciliations & Analysis – Regular reconciliations and account analysis help maintain accurate and complete accounting records. I reconcile accounts, analyze account activity, identify discrepancies or unusual items, and work with clients to obtain the information needed to make appropriate accounting corrections.
  • Accounts Receivable & Accounts Payable Oversight – Understanding what your business owes—and what is owed to your business—is an important part of managing cash flow. Depending on your engagement, JLG can provide accounting support and oversight related to receivables and payables.
  • Accounting Adjustments & General Ledger Maintenance – I analyze accounting activity and prepare appropriate adjusting entries to help maintain accurate general ledger balances and meaningful financial reporting.
  • Ongoing Accounting Support – Accounting questions don’t always arise at month-end. CAS clients have direct access to an accounting professional who already understands their business and can help address accounting questions and issues as they arise.
  • Coordination With Your Tax Professional – JLG Consulting & Accounting does not provide income tax preparation or tax planning services. When appropriate, I coordinate with your tax professional by providing organized accounting records, financial statements, and other accounting information needed for their tax work.

WHAT CAS ACTUALLY MEANS

Bookkeeping Records the Activity. CAS Helps You Understand It.

Bookkeeping is an important part of maintaining accurate financial records. But some business owners need more than properly categorized transactions and reconciled accounts.

Client Accounting Services provide an ongoing accounting relationship. In addition to maintaining and reviewing financial information, I work with you to understand your reports, answer accounting questions, identify issues, and provide greater visibility into what’s happening within your business.

The result isn’t simply a set of financial statements. It’s financial information you understand and can use.

Would Your Business Benefit From More Than Bookkeeping?

If you want accurate accounting records and an ongoing accounting resource who understands your business, let’s talk about whether Client Accounting Services are the right fit. Fill out the form or call the number below.

Phone

(925) 788-5314

Email

info@jlgconsult.com