Ogden - (801) 399-3377 SLC - (801) 322-5200 St. George - (435) 986-4229
Solutions
Continued education and national alliances are a priority for James & Co. James & Co. is a full-service value-added business advisory and CPA firm, ideally organized and sized to meet the demands of today's fast-track mid-size companies. We aim to make a measurable difference in our clients' businesses by delivering expert and industry-specific insight, accessible and proactive service and strong relationships built on trust.
Those who have worked with us have experienced firsthand our commitment to total client satisfaction. Nearly 85 percent of our business is from repeat clients, and many of them have been a part of our client family for 20+ years. If you have not yet given James & Co. the opportunity to work with you, we encourage you to call us. We hope you, like many of our clients, will come to rely on us to make your business more successful.
Tax Strategies / Business Consulting
As business accountants and advisors, we can help you implement strategies to keep more of what you earn. Our tax department specializes in strategies for high-income individuals. We are proud to have reduced one client’s tax bill by over $1,000,000 by adopting segregation and alternative depreciation methods.
Audit/Assurance Services:
Financial – Operational – Investigative - 401K Audits
James & Co. brings extensive experience to our clients in a range of assurance services including operational, investigative, and audits financial statements, reviews, and compilations, including ERISA, not-for-profit, and business audits. Our audit department recently assisted a client in securing a line of credit ($160 million). We participated in an investigation of a local municipality on behalf of one of our clients involving a falsified fee ordinance, worked on rezoning matters and completed family matters. We pride ourselves in accommodating our clients needs.Fraud Prevention
Prevent, deter and detect fraud in your business. James & Co. Business Advisors/CPAs can assess risks and develop internal controls to safeguard your organization. Team members hold Certified Fraud Examiner credentials.
Network Security
Protect your network and sensitive data in real time! James & Co is happy to partner with HP Enterprise Security to provide network security solutions to protect your network from fraud. Call or email Robb at James & Co. to mitigate threats and make your organization more valuable.
Estate / Succession Plans
Keep your family business in the family and out of the hands of the IRS while maintaining harmony in the family. James & Co. assists estate planning clients in designing and in defending their trusts against "aggressive family members" while minimizing the estate tax burden.Business Valuations
Do you know what your business is worth? Understanding the value of your business is essential for exit planning and in the eventual sale or purchase of a business. James & Co. is experienced in providing objective professional business valuations.
Mergers & Acquisitions
James & Co. works closely with other professionals in the merger and acquisition arena. We recently contributed to the successful negotiation and sale of one client’s business for $85+ million and another’s for $25+ million. Our audit and valuation experts are available to assist with all aspects of mergers and acquisitions.
Rent a CFO
Emerging and middle-market businesses benefit from a seasoned professional without the overhead of an in-house CFO. James & Co. often partners with clients by temporarily taking on the responsibilities of CFO to make organizations more valuable. James & Co. has also facilitated numerous strategic planning sessions helping clients quantify goals and actions plans for success.
Auto / Truck Dealership Specialists
Benefit from specialized training and more than 70-years of collective experience with dealerships. James & Co. provides audit and accounting services to single franchises to multi-franchise dealers operating in multiple states.- Automotive
- Recreational sports equipment
- Truck dealers
We understand the particular issues that dealers face including cost segregation, fraud prevention, business valuations and succession planning. We are a proud member of National Auto Dealers Association (NADA), the New Car Dealers of Utah (NCDU), Driving Force Auto Dealer Consulting Group, and the Utah Trucking Association (UTA).
Non-Profit Accounting / Auditing
Currently retained by United Way of Northern Utah, Boys and Girls Club of Weber/Davis Utah, Prevent Child Abuse Utah and other non-profit organizations, our firm has a great deal of experience in the not-for-profit industry. James & Co. also contributes to the community financially, through board and committee membership with pro-bono work for not-for-profit organizations.
Manufacturing / Construction Accounting
James & Co. serves a diverse client base with many years of experience in the manufacturing and construction industries. With a commitment to professional development, our team remains on top of the complex issues that construction and manufacturing clients face.
Health Care Accounting / Auditing
Physicians and clinics have specialized needs that James & Co. services. James & Co. Business Advisors/CPAs can assist these high income earners in reducing tax obligations.
Litigation Support
Our firm has assisted in several shareholder lawsuits recovering hundreds of thousands of dollars for the plaintiffs. We are professional but aggressive in challenging conflict.
Certified QuickBooks Pro Advisors
Our team is experience and Certified with QuickBooks as ProAdvisors. We are available to assist clients with implementation, training and support, as well as purchasing discounted software.
Marketing Consulting Services
Benefit from a seasoned professional in marketing, branding and public relations. Consulting services are available to assist clients in growing their business through targeted strategies. Increase awareness an boost sales. Contact Jodi via email
New - Small Business Services
Grow your business the smart way. James & Co. Business Advisors / CPAs offer small business accounting and business advisory services to make your emerging organization more valuable. Meaningful data and reporting allows you to make effective management decisions. Tap into our experience to compliment your growing team. James & Co. provides the following services to help meet your small business needs:
- Accounting services and consulting
- New business set up / QuickBooks setup
- Corporate and partnership tax return preparation
- Individual tax returns / Schedule C accounting
- Compiled monthly/quarterly financial statement preparation
- Bank statement /credit card reconciliations
- Budgeting, reporting and financial analysis
- Cash flow analysis
- Depreciation and amortization calculations and schedules
- Job costing schedules
- Payroll preparation, tax reports, calculate payroll tax liabilities
- Payroll tax preparation, W2/Form 1099 preparation
- Quarterly/annual sales tax reporting
- IFTA (fuel tax – trucking)
- Annual review of QuickBooks accounts and journal entry adjustments to tie to prior year returns
- Internal controls for small businesses
- Bookkeeping for senior citizens