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- advisoryplugin-autotooltip__default plugin-autotooltip_bigBusiness and Accounting Advisory
Advisory is a broad category of services, similar to consulting. These advisory services are normally hand-tailored to the client's needs and wants, and are not so much a prepackaged service.
Some examples of advisory are: - bookkeepingplugin-autotooltip__default plugin-autotooltip_bigBookkeeping
* Interact with Clients to collect documents and business information * (via receipts, bank statements, invoices, loan agreements, mortgage / credit card statements)
* Request, gather, store, and organize documents with information within Canopy in Folders * Input client's information into QBO (either through connection to bank or manually) - build-human-capitalplugin-autotooltip__default plugin-autotooltip_bigBuild Human Capital
* Invest in Continuing Education Resources * Attend classes, seminars, forums, webinars...; read IRS publications, textbooks, form instructions...; get EA certified...; etc.. * Build notes about the most important concepts in a way that is easily understandable with headings, subheadings, points, and bullets, including examples - client-engagement-and-retentionplugin-autotooltip__default plugin-autotooltip_bigClient Engagement and Retention
* Speak with the client * Obtain information about the client's circumstances * Assess the work that will go into accomplishing what the client needs * Assess whether the company is capable of delivering what the client needs - client-guidesplugin-autotooltip__default plugin-autotooltip_bigClient Guides
Link to Canopy's Client Guides
Important Tax Documentation - contractor-engagement-and-retentionplugin-autotooltip__default plugin-autotooltip_bigContractor Engagement and Retention
* Find a suitable candidate * Explain the work process * Offer them a contract * Organize Canopy * Manage Contractor facing projects to create tasks, descriptions, and rules that clearly and concisely deliver all relevant information about the client, the work that the client needs done, and how to go about doing that work. - jaxes-taxes-corporationplugin-autotooltip__default plugin-autotooltip_bigWhat is Jaxes Taxes?
Jaxes Taxes is an accounting firm. As an accounting firm, we provide financial services to clients. Usually, we use the client's information as our raw materials and our product is summaries of that information. These services require software, processes, and human capital (abilities acquired through training and experience) to deliver valuable accounting, tax, and business insights.
- wiki-home-pageplugin-autotooltip__default plugin-autotooltip_bigWelcome to the Jaxes Taxes Wiki
* Admin Tools * Client Lists * Jaxes Taxes Corporate Strategy * Contractor Tools * Continuing Education * Client Guides