12 Smull Avenue, Caldwell, NJ 07006 +1 201 207 0880 info@jlc-accounting.com

Jonathan LeRoy: 201-207-0880
Lucy Cannavale: 201-303-1488
Fax: 973-226-0866

Advisory Services

Home Advisory Services

Advisory Services for JLC Accounting

CFO Services

Many small or mid-sized businesses that have an accomplished bookkeeper, don’t feel the need for a full-time CFO. However, as the business grows, some situations may arise that require the knowledge and expertise of a CFO and that’s where JLC Accounting comes in.

We can act as your CFO for a day, a week or on a longer-term arrangement, to help you with many of the following areas:

  • Oversight of accounting and finance activities
  • Analysis of current financial information
  • Review and/or renegotiation of insurance coverage, deductibles, and overall costs
  • Handle accounts receivables/accounts payables
  • Payroll processing
  • 401(k) plan accounting
  • Business restructuring
  • Helping to recruit and train a full-time CFO

Valuation Services

As a privately held company there are times throughout the business life that a Business Valuation may become necessary. It is also “good business” to periodically value your business to know what the company is worth and make any adjustments necessary. This is especially true if there are heirs, a spouse, or other family members who have a stake in the business. 

Knowing the value of your company is important during:

  • Partnership buyouts, buy-ins and shareholder disputes
  • Marital dissolution
  • Succession planning 
  • Estate planning and gift tax
  • Buy-sell and shareholder agreements
  • Financing
  • Merger & acquisitions or business sale

Call Lucy Cannavale at (201) 303-1488 or Jonathan LeRoy at (201) 207-0880 or send us a message to get a call back.