Johnson Advisors

Professional Services

 

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Services to emerging to mid-size companies as well as high net-worth individuals.

We provide our clients with a myriad of quality accounting support and consulting services at varying staffing levels, ranging from CFO to staff accountant. We work with our clients to ensure delivery of timely, accurate and complete financial information. We have extensive experience with various accounting packages used by both high-net-worth individuals and successful businesses representing a variety of industries, including government contracting, nonprofit, real estate and professional services.

Our Services

Johnson Advisors provides a range of services to our clients, customized to their needs, including:

  • Accounting support services: managing accounts receivable and accounts payable, bill payment, bank account and credit card reconciliation, fund transfers, cash management, general ledger maintenance, fixed asset tracking, and CFO/Controller services
  • Compilation of tax related documents: schedules and collection of support documentation for tax preparers
  • Preparing customized financial reports
  • Working in alliance with other advisors, including banker, investment advisor, insurance broker, tax accountant and attorney
  • Administrative support services: mail collection and electronic forwarding, records maintenance including investment statements, contracts, and sales documents

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