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Jordan & Associates is widely recognized for its expertise in providing accounting, tax and financial services for closely held businesses. Our goal is to keep it simple, get the job done right and be cost effective.
Here are the services our clients use most. For personal attention to your questions or needs, please telephone us 847.870.1170.
Key Financial Statements
These "must have" financial statements provide powerful information and serve as the foundation for managing your business. They are accurately compiled monthly, quarterly, semi-annually or annually... whatever works best for your type of business.
- Cash Disbursements
- Balance Sheet
- Income Statement
- General Ledger
- Trial Balance
- Payroll Report
- Supplementary Schedules
Executive Management Reports
Here is a listing of some of the most popular reports we provide our clients. Each report includes all supporting detail with easy-to-read graphs and personalized consulting from your Jordan & Associates CPA.
- Management comparatives
- Financial ratios (including cash flow and break-even analyses)
- Business valuation and litigation
- Business and financial strategic and tactical plans
- Financial and investment and estate plans
Tax Compliance
Clients trust Jordan & Associates to keep their businesses compliant. Your taxes are done right the first time and you receive up-to-date information and professional advice to make wise business decisions. Jordan & Associates specializes in...
- C and S corporations
- Partnerships, limited liability companies and sole proprietorships
- Business Federal/State/City tax reporting compliance
- IRS audits and tax concerns
Payroll
Our complete payroll services include...
- Payroll reporting -- quarterly fillings and end-of-year wrap-ups
- System selection
- Current compliance updates
- Consulting
Consulting
Our most requested consulting services include...
- Financial report analysis and recommendations
- Business and financial planning -- both strategic and tactical
- Financial and investment planning
- Computer system solutions
- Management advisory services -- marketing, data processing, collections, among other services
Computer Services
- Computer system solutions consulting
- Network support and design
- Small business software consulting
- Website services
Banking Services
- Bank presentation and representation
- Credit line and loan document preparation
Jordan & Associates also works with its business clients to help them create a personalized financial plan, manage their wealth and prepare estate and trust taxes. Click here to learn more.
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