Services

THE MCJESTIC CONSULTING
FINANCIAL MANAGEMENT
 PHILOSOPHY

“FINANCIAL PLANNING IS THE VERY ESSENCE OFANYSUCCESSFUL BUSINESS ENTITYIF YOU FAIL TO PLAN YOU PLAN TO FAIL”
                                                                                      ERIC MAJETTE

The Mcjestic Consulting (hereafter referred to as Mcjestic) is a locally owned and operated financial consulting firm, incorporated in 2013. Mcjestic has a professional staff, to support and enhance your personal and business financial capability. The firm has the ability to provide many personal and business consulting services:

  • Comprehensive Personal and Business Taxes
  • Business Consulting and Strategic Planning     
  • Funds Management Expertise
  • Accounting and Auditing Services
  • Personal and Business Tax Consulting Daycare and Aftercare Accounting Services Non-Profit Business Consulting
  • Church Accounting and Financial Reporting Services        
  • Payroll Services
  • Uber and Lyft Accounting Service

BUSINESS CONSULTING

We provide essential tools for managing your business needs. The fundamental service we offer, in addition to the written management tools, is an in-person review between you and our office.

We explain key elements of your financial information, listen to your concerns or questions, and respond to your needs. Personal attention to our clients is our top priority.

 Small business entities are our specialty. McJestic feels that our clients deserve more than just numbers. The American economy prospers only when the nation’s small businesses prosper. However, with six out of ten new small businesses failing within the first five years, that just is not happening now.

 One major reason is that, while business owners are experts in their fields most need constant advice and counseling in managing their business and are not getting it. McJestic believes that you deserve more than just numbers from your accountant or bookkeeper.

        Vendor Purchases Summary Reports

  • Inventory Reporting and analysis

Payroll You need to know what those numbers mean, how they directly affect your business, how you can use them to keep tight control over your operation. That is what The McJestic Consulting represents. We open the door to a new way of doing business with the following services:

Implementation of new accounting and information systems

Payroll processing Services

Business and strategic planning

Preparation of financial analyses

Business valuations

Income and Expense analyses s

ACCOUNTING AND AUDITING

Accounting and auditing are among McJestic ’s core Services.  They are provided by an experienced and motivated professional staff.

In-depth audits often enable McJestic ’s skilled accountants to provide sound management recommendations for improving profitability.
In the course of examining financial statements, McJestic  professionals
gain insight into a company’s strengths and weaknesses. We completely understand that the integrity of clients Balance Sheet is essential and we will provide detailed account reconciliations, accounts receivable aging, inventory tracking along with depreciation and fixed asset analysis. We develop internal  controls procedures that assist your business to operate in an efficient fashion.

A full range of accounting and auditing services are available to provide clients with information to optimize their earning capabilities and comply with business reporting requirements. 

These include:

  • Bookkeeping Services
    • Comprehensive Financial Reporting
    • Balance Sheet Reviews and Compilations
    • Account Receivable Aging Analysis
    • Sales Reporting
    • Accounting Payable Reporting
    • Vendor Purchases Summary Reports
  • Inventory Reporting and analysis
  • Payroll Processing
  • Cash Management and Bank Reconcilement’s
  • Financial and Tax Reporting Services
  • Corporate Accounting Services

TAX CONSULTING

Minimizing taxes is everyone’s concern. The McJestic  can minimize your personal and business tax burden. With careful planning and by developing a tax strategy that takes advantage of all available tax saving opportunities, while avoiding the pitfalls inherent in tax federal and state laws.

 There is a difference in having your tax return completed by a McJestic  professional, and that difference begins with the one on one tax interview.  The most thorough consultation you will ever experience. Our client tax checklist covers all potential tax breaks and deductions allowed by the IRS.

 Once your interview is completed, all information is reviewed for accuracy and for the proper application of tax theory, as it applies to you. Nothing is taken for granted. Our staff takes pride in their work and demand total accuracy in each phase of the detailed tax preparation process.

We also specialize in preparing Amended Tax Returns.  We offer a free service to review tax returns for the prior 3 years. When we determine that an amended tax refund is due, a fee will be charged for this service. We average an additional $1,000.00 per amended tax return.

The McJestic Consulting offers an excellent tax service year around to all of our clientele.  This means that you have peace of mind knowing that you have received every tax advantage legally available to you. And you know that these tax advantages have been included in your tax return.

The McJestic Consulting tax professionals offer a wide variety of services:

  • Personal and Business tax services;
  • Amended Tax Preparation for prior 3 years
  • Family tax planning;
  • Retirement planning;
  • Estate and gift tax planning;
  • Entertainment and Professional Sports tax returns;
  • IRS Representation during examinations and audits
  • Perform IRS administrative appeals;
  • Offers in Comprise Services
  • All Year Round Tax Services

 NON-PROFIT ORGANIZATIONS AND PROGRAMS

Not for profit corporations require specialized professional services. McJestic  has performed audits for many non profit organizations. Scores of non-profit organizations have long been clients of the firm.

 McJestic  professionals keep abreast of all changes in audit standards and the tax code as they relate to the non profit community. McJestic  professionals can assist in incorporation your non profit business by working closely with our client to complete the very complicated IRS Form 1023 Application for Recognition of Exemption 501 (c) (3) documentation.  We also can facilitate your non profit organization in developing and implementing policies and internal controls that are in compliance with federal agency audit regulations. Each McJestic  professional receives continuing professional education in the area of governmental/non profit auditing. Whether your agency is educational, cultural, health-related and social service it will benefit from the McJestic ’s experience.

CHURCH ACCOUNTING AND CONSULTING

The McJestic Consulting provides comprehensive church consulting. From administrative services to financial reports, the McJestic Consulting provides church groups with complete recordkeeping and financial reporting services. Our church program provides the following services:

  • Special Church Fund Accounting Services;
  • Detailed Financial Reporting for Monthly Trustee Meetings;
  • Weekly Member Contribution Reports;
  • Cash Flow Analysis and Reporting;
  • Quarterly Federal and State Tax Reporting;

Individual Membership Tracking;

  • Organizing Membership Records;
  • Cash Deposit Reports;
  • IRS Tax Reports and Membership Statements;
  • Individual Member Reports;
  • Member Pledge Reports;
  • Auxiliary and Organization Reporting;
  • Financial Forecasting and Budget Tracking;

FUNDS MANAGEMENT SERVICES

It is fair to say most of us would like to retire at an early age with millions of dollars in the bank. It’s also fair to say for most of us that want that kind of future that it will take a lot of work.  If you want to try, you definitely need a game plan. This where the McJestic Consulting can assist you make a simple list of investment instruments that you feel comfortable with. The McJestic Consulting representative will sit down with you and develop a detailed plan and strategy for what you would like to accomplish. If you want to retired and you want to know if you’re saving enough money. Or, you’re already retired and you want to increase your income out taking any additional risk, the McJestic Consulting can help guide you with those important decisions. You may need to start planning for college to fully fund your kid’s education, but you’re not sure how much you need to save and your unsure if you qualify for financial aid. Or, you’re saving, but you’re not sure if the money is in the right investment vehicle. The McJestic Consulting can help you identify savings opportunities to help you fund your children’s college fund.

Estate planning is another aspect of funds management. If you like to preserve your assets, so you can pass them on to your heirs, but you’re not sure

how to make sure taxes don’t eat away your savings. Or, you want to leave your estate to your minor grandchild; we can help you set up trust accounts for your grandchild.        

Your mutual funds have not been growing as much as you’d planned. Perhaps you like some ideas on how to increase your return.  Give the McJestic Consulting a call an let us take a look at your investment instruments and provide some expert advice on if you need to liquidate the mutual funds and if there are hidden fees involved with this type of transactions. Insurance planning is another area that we can help our clients. If something were to happen to you, will your insurance policies provide the funds your family would need to replace your income?  Perhaps your current policies are expensive and you would like to seek other avenues.  We can investigate policies and may have an investment component to increase the amount set aside for your family.

Maybe, you would like to find a way to reduce your annual tax bill, or, your maxing our your employer-sponsored retirement plan, the McJestic Consulting can research other tax-advantaged investments and also provide tax deductions that were not used in previous years.  The McJestic Consulting will not make things happen in your life, we serve to help facilitate what you should be doing in your life now or for the future to live comfortable when you retire. We provide the following services listed below to help our clientele provide a better life for themselves and their families. 

  • Retirement Planning;
  • College Planning Program;
  • Estate Planning Services;
  • Investment Planning;
  • Insurance Planning;
  • Tax Planning;