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We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. 

We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.

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Our Services

20+ advisory services

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Pre-Audit Consulting

Our pre-audit consulting services are designed to prepare you for your upcoming audit. Our experience as auditors lets us know exactly what to look for and how to help you succeed.

Outsource CFO

Our outsource CFO services will help your up and coming business organization thrive financially, while on a lean, startup budget.

Financial Planning

Our 35 years as financial professionals gives us the expertise necessary to guide your investments and financial decisions. 

IT Review

Allow us to review your IT system, procedures, and controls! Our experts can strengthen your IT policies and cyber security protection from threats like viruses and malware

Performance Auditing

Our entire operation is rooted in a tradition of meeting the highest standards of accounting practices.

Internal Controls Review

Effective international tax planning is a complex balancing act and has never been easy. The constant shifting of the tax landscape in multiple jurisdictions make it difficult to…

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    Frequently asked questions

    Please contact a professional from JR Wright Business advisory if your questions aren’t answered below

    We have offices in Cleveland, Ohio; Columbus, Ohio; Atlanta, Georgia; and Cebu City, Philippines

    Contact Us

    It is critical that you, the business owner, correctly determine whether the individuals providing services are employees or independent contractors.

    IRS suggested record retention times are found in publication 17 for individual taxpayers and publication 583 for businesses  Publication 583 has additional information related to starting a business.

    We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.

    You should review IRS publication 5027 You can report suspected ID theft from links on the IRS website and please contact our office.

    Our standard billing procedure is to bill monthly. We require payment upon receipt. All standard forms of payment are accepted including credit cards.

    The best way get in touch with me is via email. I will respond in 1 – 2 business days.

    Before the audit, we will perform normal audit procedures and make sure all required audit documentation is accounted for. During the audit, I will work with your auditor to make sure they have all the required documents so the process goes as smoothly as possible. 

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