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JWE Virtual Accounting, Inc. provides a wide range of services to individuals and businesses in a variety of industries. At JWE Virtual Accounting, Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Accounting Services

At a fraction of the cost of hiring your own in-house accounting staff, you will enjoy the services of a licensed CPA and tax professionals who will make any accounting headache disappear.

JWE is versatile and flexible regardless of which bookkeeping software you currently use (or even if you're not using anything at the moment). We will set up your bookkeeping data file, which includes: recurring journal entries, templates for hiring employees, adding vendors, and customers. We do it all - payroll tax, quarterly estimated tax payments, tax returns, fixed asset depreciation, financial statements, and ratio analysis.

We're more than happy to visit your place of business on a weekly, bi-weekly, monthly basis; however, everything can be handled virtually via your personal portal with your secured ID and password, providing you with 24/7 access to your data. This will minimize your record storage cost and eliminate many common accounting headaches such as locating and organizing your files, the monthly, quarterly and annual closings. All of your data will be at your fingertips 24/7. Financial statements, tax returns, special analysis, important scanned documents and more.

Via your secured personal portal, you'll be able to view and access the following:

  • Financial Statements (Monthly, Quarterly and Annual)
  • Bank reconciliations & bank statements
  • Create invoices and/ or quotes
  • Fixed Assets - book & tax depreciation
  • Payroll including forms 940 & 941
  • Exchange work papers with us (QuickBooks data files, Excel worksheets or any format that your have).
  • And much more.

We offer a host of different services that may not be listed here, so please contact us and let's begin a dialog.

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are a sole proprietor or operate a multi-tiered corporation or partnership, our staff can accommodate your needs for tax planning and preparation.

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