Jamie Jacoby is trained in the fields of executive management and taxation, with over 30 years of experience as a Certified Public Accountant. His expertise is in executive management, small business accounting and tax. He has a BBA from Texas A&M University and an MBA from American Intercontinental University. Jamie was born and raised in Menard, Texas. Jamie and his wife Dana are currently living in Menard. Jamie enjoys reading, cooking and dining in his spare time.
Jamie R Jacoby
I have 40 years of experience in taxation. More than 30 years of healthcare leadership experience serving as CEO and CFO to a number of organizations.
Jamie R Jacoby
Let Us Help:
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button below to take your first step, and receive a free report from us. We’ll rush your copy to you immediately
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Menard Area”.
Talk again soon,
Jamie R Jacoby, CPA, MBA
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!
How is your year starting out? We’re into week 3 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Texas business finances right now. Relatedly, what are your customer service goals for this year?One customer relations...