CPA-led financial consulting

The financial back office for small businesses that are done winging it.

From forming your LLC to closing your books every month to planning next year's taxes, JRTR Financial Consulting builds the financial foundation that lets you focus on running the business.

10+ yrsCorporate finance & accounting
$150M+Revenue managed across FP&A roles
CPALicensed, Georgia Board of Accountancy
Licensed CPAGeorgia Board of Accountancy
Georgia Tech MBABusiness analytics concentration
Fortune 500 experienceFP&A leadership at national companies
Lean Six SigmaBlack Belt, Purdue University
What we do

Everything a growing business needs from its finance function

Mix and match services as you need them — start with formation and books, add tax and advisory as you grow.

Formation

LLC & EIN setup

State registration, operating agreement basics, and your IRS EIN — done right the first time, so nothing holds up your first invoice.

Bookkeeping

Monthly bookkeeping

Clean, reconciled books and monthly financial statements, so you always know where the business actually stands.

Tax

Tax planning & filing

Proactive strategy throughout the year, plus accurate federal and state filing when it's time — for the business and for you.

Advisory

Financial advisory

Forecasting, budgeting, and cash flow guidance from someone who has run FP&A for companies managing nine-figure budgets.

Web

Website design

A clean, professional site that gives your business credibility online — built and launched without the agency price tag.

Marketing

Marketing support

Practical marketing groundwork — positioning, messaging, and the basics that help the right clients find you.

Why JRTR

Corporate-level financial discipline, built for small business budgets

Most small businesses either avoid their finances or overpay for a fractional CFO before they need one. JRTR sits in between: real CPA and FP&A experience, applied at the scale of a business that's just getting its systems in place.

  • One point of contact, start to finish
  • Clear monthly reporting, not just a shoebox of receipts
  • Services that scale with you, from day-one formation to ongoing advisory
JRTR brand mark

Let's get your finances in order

Book a free intro call and walk away with a clear next step — whether that's forming your LLC, cleaning up your books, or planning next year's taxes.

Book a consultation