CONSULTING

There are several ways the accounting and business consulting services at Jacob George CPA, PC can help you move forward with your business and personal financial goals.

REACH YOUR BUSINESS GOALS

Only you really understand your business which is why we like to meet face-to-face with our clients and let you tell us what we need to know. Through our consulting, we can identify where your business may be more profitable with specific tax planning. We can help you understand financial reports and what the data means for your business.

We help with financial forecasting, determining your business’ profitability, analyzing financial statements, reviewing your accounts payable for savings, as well as helping you to setup and implement a consistent accounting method.

Our expertise helps you implement your financial strategies.

ACCOUNTING CONSULTING

Some of our other areas of business consulting expertise include:

  • Strategic planning
  • Project financing review
  • Cash flow business modeling
  • Internal control review
  • Business valuation
  • Benefit plans

NEW BUSINESS SERVICES

We provide consulting on business entity selection so you get the right business structure for your purposes and objectives.
We offer Incorporation services for your new business and we can prepare a new business analysis so you get started strong.

SUCCESSION PLANNING

Every business needs to develop a Succession Plan to identify the next generation of leaders and prepare for inevitable change. Jacob George CPA, PC assists you in preparing a plan to address these future challenges.

As your CPA, we can serve as a business advisor using our expertise to develop and implement financial strategies that help your business meet the goals you want to achieve. With our experience and training, you can know your business decisions are based on a better understanding of your financial position.

PERSONAL FINANCIAL GOALS

 When you become a client of Jacob George, CPA PC, you have access to our expertise for both business consulting and personal accounting services.

Business Tax Returns
Individual Tax Returns
Estate and Trust Tax Services

Jacob George actually sat down and asked me questions and offered ideas. Not just on taxes and accounting but on my business in general. In 28 years of business I don’t think I have ever felt like an accountant cared about anything but the P&L statement until I met Jacob. No question too big or small, Jacob answered them all.
Google Review | DeAnn

Jacob is very knowledgeable and professional. He has taken care of my business and personal taxes for years and has done a fantastic job.
Google Review | Amanda

Jacob George and his staff are professional & have excellent customer service. He truly cares about his clients and takes their best interests to heart. My husband and I highly recommend Jacob George!
Google Review | Annie

Jacob is a dedicated, trustworthy, very professional CPA. I have known Jacob for a few years and use his services for my bookkeeping business and I always recommend him to new clients. His pricing is right and my clients love him.
Google Review | Roxanna

Office Location

Jacob George, CPA, PC
5620 Old Bullard Rd #112
Tyler, TX  75703
(903) 253-0715 phone
(888) 830-7539 fax
*By Appointment Only
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