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Tell Us About Your Needs
Complete a brief initial questionnaire about your business or organization, current accounting process, services needed, and desired timeline.
Get Started
Tell us about your business and how we can help.
Every successful client relationship begins with understanding your needs. Complete our brief initial questionnaire so we can learn about your business or organization and determine the appropriate next step.
Completing the questionnaire does not create a client relationship or guarantee that services will be offered.
What to Expect
A thoughtful, transparent process.
Our process is designed to respect your time, protect your information, and make sure each conversation begins with a clear understanding of your needs.
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Initial Review
We review your information to understand your needs, determine whether the engagement fits our services, and identify any questions before meeting.
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Consultation
If we appear to be a good fit, we will invite you to schedule a consultation so we can discuss your needs, answer questions, and explore the next steps.
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Proposal & Onboarding
When we mutually decide to move forward, you will receive a clear proposal, engagement terms, pricing, and instructions for secure onboarding.
Who We Work With
Professional support tailored to your organization.
We work with organizations that value accuracy, responsive communication, strong financial systems, and a long-term professional relationship.
Small Businesses
Accounting, tax, payroll, and advisory support for owners who value accurate information and dependable professional guidance.
Service-Based Businesses
Structured accounting support for firms that rely on clear reporting, efficient systems, and proactive planning.
Nonprofit Organizations
Specialized accounting support focused on transparency, stewardship, reporting, and organizational accountability.
The Questionnaire
Help us understand where you are today.
You do not need to have everything perfectly organized. We are simply looking for enough information to understand your situation and determine whether our services may be a good fit.
- Your business or organization
- The services you are looking for
- Your current accounting software and processes
- Any tax, payroll, reporting, or bookkeeping concerns
- Your preferred timeline for beginning services
Initial Inquiry
Complete the initial questionnaire.
Tell us about yourself, your current accounting environment, and the services you may need. We will review your information before contacting you regarding the appropriate next step.
Most prospective clients can complete the questionnaire in approximately five to ten minutes.
We typically review new inquiries within two business days. Response times may be longer during periods of high demand.
Frequently Asked Questions
Helpful information before you begin.
Why do you use an initial questionnaire?
The questionnaire helps us understand your needs before scheduling a meeting. This allows us to determine whether our services are a good fit and makes any future consultation more productive.
Will I schedule a consultation immediately?
Not immediately. We review each submission first. If your needs appear to align with our services, we will contact you with the appropriate next step and an invitation to schedule.
How long does the questionnaire take?
Most prospective clients should be able to complete it in approximately five to ten minutes.
Do I need to upload financial records?
No. The initial questionnaire is intended to gather general information. Sensitive documents should only be exchanged through an approved secure process after we determine the appropriate next step.
Do you work with clients remotely?
Yes. JB Precision Accounting serves clients remotely using secure cloud-based technology for meetings, document exchange, communication, and ongoing accounting work.
Ready to Begin?
Start by telling us about your needs.
Complete the initial questionnaire, and we will review your information before contacting you regarding consultation scheduling or another appropriate next step.