Collaboration
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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+ BPO, CFO and advisory services
A listing of the services we provide is set out below. See what we have to offer and how we can help your organization!
BPO Services
Our BPO Services will propel your firm to the next level. Focus on developing new business without having to worry about the exorbitant costs of attracting and maintaining talent.
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Virtual CFO
Our virtual CFO services will provide the strategies and tools necessary for your growing organization to thrive financially in the short term and the distant future.
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Consulting
Our 35 years as financial service professionals give us the expertise necessary to guide your organization through its next phase. Our team will help you navigate every step along the way.
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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
It is critical that you, the business owner, correctly determine whether the individuals providing services are employees or independent contractors. http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Independent-Contractor-Self-Employed-or-Employee
IRS suggested record retention times are found in publication 17 for individual taxpayers www.irs.gov/pub/irs-pdf/p17.pdf and publication 583 for businesses www.irs.gov/pub/irs-pdf/p583.pdf. 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 www.irs.gov/pub/irs-pdf/p5027.pdf. You can report suspected ID theft from links on the IRS website https://www.irs.gov/Individuals/Identity-Protection 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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