Jawdi Consulting
Bringing Clarity to Your Finances
Focus on what you do best — growing your business. We simplify your accounting and make tax season stress-free. With a commitment to delivering reliable, professional, and innovative solutions, we empower you to navigate the complexities of accounting and tax with ease and confidence.
- Trusted
- Experienced
- Reliable
- Professional
Jawdi Consulting is a professional accounting firm dedicated to providing exceptional accounting, tax, and advisory services. With a focus on bringing clarity to your finances, we offer tailored solutions designed to meet the unique needs of individuals and businesses alike. We combine industry expertise with a personalized approach to help clients navigate complex financial matters with confidence. At Jawdi Consulting, we are committed to delivering accurate, timely, and reliable results to support your financial success.
At Jawdi Consulting LLC, our mission is to bring clarity to your finances by providing expert accounting, tax, and advisory services tailored to your unique needs. We are committed to simplifying complex financial matters and empowering you with the insights necessary to make informed decisions. With a focus on integrity, transparency, and personalized service, we strive to be your trusted partner in achieving financial success and peace of mind.
Our vision at Jawdi Consulting is to be the leading provider of innovative and trusted financial solutions, empowering individuals and businesses to achieve long-term financial success. We aim to set the standard for excellence in accounting, tax, and advisory services, fostering lasting relationships built on trust, clarity, and results.
Our Process
The process of engaging our firm begins with an initial consultation where we assess your business’s unique needs, including tax, accounting, and advisory services. Where necessary, we will request accounting access to your QuickBooks online account to assist us in determining the scope of work. Once we understand your objectives, we provide a clear, and customized proposal outlining the scope of services and associated fees. After agreeing on the terms, we begin the engagement by gathering necessary documentation and setting up a system for ongoing bookkeeping, tax preparation, tax planning, and advisory.
Initial Consultation
The initial consultation process with our firm is designed to understand your business's unique financial needs and goals, ensuring that we can tailor our services to suit your specific requirements. This helps us assess the complexity of your financial operations. The goal is to ensure complete clarity and confidence before moving forward.
Engagement Letter
The engagement letter process involves formalizing the terms of our working relationship with a written agreement. The letter specifies the agreed-upon fees, payment terms, timelines, and any specific responsibilities or expectations for both parties. The approval of the letter officially initiates the engagement.
Upfront Payment
Our full upfront payment policy requires clients to pay the entire agreed-upon fee in advance before any work begins. This policy helps streamline the process, ensures commitment from both parties, and allows us to begin work immediately without delays. The full payment is typically due at the time of signing the engagement agreement.
System Setup
Upon approval of the engagement letter, the client is then fully integrated into our system (accounting, tax software, various applications), and we begin delivering the agreed-upon services, maintaining regular communication and updates throughout the process. If applicable, we customize the system to accommodate specific client needs.
Data Gathering
Our document gathering process is designed to be simple and efficient, ensuring that we have all the necessary information to provide accurate and timely financial services. Documents can be securely submitted through our online portal. We ensure confidentiality and accuracy throughout the process, allowing us to proceed with the engagement.
Perform Services
After gathering the necessary documents, our team carefully analyzes the information and develops tailored solutions to meet your needs. We maintain open communication throughout, providing regular updates and addressing any questions or concerns. We ensure thorough attention to detail, compliance with regulations, and timely delivery of results.
Quality Review
Our review process ensures that every service we provide meets the highest standards of accuracy and compliance. Upon completion of the work, a thorough review is conducted to verify all details, identify potential issues, and ensure compliance with relevant standards. We are dedicated to providing the highest standard of service with every project.
Reports Delivery
Final reports are timely delivered through our secure portal ensuring all the information needed before submission or filing is provided to the client. A clear and comprehensive summary of the reports is provided.
