Our Services

At JS Private Office, we provide personalized, confidential accounting solutions for individuals and businesses. Our services are organized into four key categories to support your financial clarity, compliance, and peace of mind.

Business Accounting & Advisory

We support business owners with full-service accounting tailored to their operations.

  • Bookkeeping & transaction management

  • Financial reporting & cash flow analysis

  • Payroll processing & tax filings

  • Budgeting, forecasting & advisory

Dedicated financial management for individuals, families, and high-net-worth clients.

  • Personal bill pay & expense tracking

  • Trust account management

  • Financial statement preparation

  • Coordination with attorneys and advisors

Private Client Services

Ensure transparency and readiness for decision-making or audits.

  • Custom financial reports

  • Year-end closing & reconciliations

  • Compliance with regulatory standards

  • Audit preparation & support

Financial Reporting & Compliance

Records & Document Management

Secure, streamlined systems for organizing and maintaining your financial data.

  • Digital document management

  • Recordkeeping best practices

  • Secure storage & access setup

  • Organization of historical financial records

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!