About Us
Excellence, Accuracy, Reliability.
At JR Shelton Bookkeeping & Consulting Services LLC, we bring over 25 years of dedicated expertise in the field of accounting and tax service to serve your financial needs. Founded by Jennifer Shelton, who holds both an MBA in Accounting and a Juris Masters in Financial Regulation & Compliance and has over 20 years of CFO, human resource and mortgage industry experience, our team is committed to ensuring your financial success. With a deep understanding of your unique financial requirements, we offer meticulous bookkeeping, payroll management, Quickbooks services, and act as liaisons between you and your tax preparer. We're not just your service provider; we're your financial partners, dedicated to helping you make informed financial decisions and achieve your business goals.
Contact
Riverview, Florida
Services Available Across The USA
813.481.9090
Click to review our company
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Maximize QuickBooks with Our Comprehensive Consulting ServicesQuickbooks is a powerful tool for managing your finances, but making the most of it can be challenging without the right guidance. At JR Shelton Bookkeeping & Consulting Services, LLC, we offer a suite of consulting services for QuickBooks that cater to a wide range of needs, from software selection and setup to existing file review, clean-up, training, bookkeeping, and payroll assistance. With our expert consultants by your side, you'll unlock the full potential of QuickBooks for your business.
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Software Selection and SetupSelecting the right QuickBooks version for your business is crucial. We assist you in making the best choice and ensure a seamless setup, including: Identifying the right QuickBooks edition (Pro, Premier, Enterprise, or Online) for your specific needs. Installation, configuration, and customization of QuickBooks to align with your business processes. Data migration from existing systems or files into QuickBooks. ​ Our software selection and setup services ensure a smooth transition to QuickBooks.
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Existing File Review and Clean-UpIf you already use QuickBooks but suspect that your file needs a cleanup or review, we can help: Comprehensive evaluation of your existing QuickBooks file for accuracy. Identification and resolution of data inconsistencies and errors. Streamlining your chart of accounts and financial records. Ensuring compliance with accounting best practices and regulatory requirements. ​ Let us revamp your existing QuickBooks file, so it's a reliable and efficient tool for your business.
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Training ServicesMastery of QuickBooks requires training and ongoing support. We offer: Customized training sessions tailored to your experience level. In-depth tutorials on essential QuickBooks features. Guidance on optimizing your financial processes and workflows. Ongoing support for your QuickBooks-related questions and challenges. ​ Our training services empower you to become a QuickBooks pro
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Bookkeeping and Payroll AssistanceWe offer a full spectrum of financial services, including: Accurate and up-to-date bookkeeping to maintain your financial records. Seamless integration of payroll into QuickBooks for error-free processing. Compliance with tax laws and payroll regulations. Timely reporting, so you always have a clear financial picture. ​ With our bookkeeping and payroll services, your financial management is in expert hands.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Expertise: Our team consists of certified QuickBooks consultants who are well-versed in the intricacies of the software. Tailored Solutions: We adapt our services to your unique business needs, ensuring that QuickBooks aligns perfectly with your operations. Efficiency: We streamline your processes, saving you time and reducing the risk of errors. Long-Term Support: Our commitment doesn't end with the initial setup; we're here for ongoing support as your business grows and evolves. ​ Unlock the full potential of QuickBooks for your business with JR Shelton Bookkeeping & Consulting Services, LLC's consulting services. Contact us today to discuss your specific needs and how we can help you achieve efficient financial management and peace of mind.
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Your Trusted Partner for Comprehensive Tax ServicesNavigating the intricacies of tax compliance can be a daunting task, but at JR Shelton Bookkeeping & Consulting, LLC, we are here to simplify the process. Our tax services cover a wide range of needs, from individual 1040 and state personal tax returns to business tax returns such as 1120S, 1120C, 1065, sales tax returns, and payroll tax returns. With our expert guidance, you can be confident that your tax obligations are met accurately and on time.
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Individual Tax Services - 1040 and State Personal Tax ReturnsAt JR Shelton Bookkeeping & Consulting, LLC, we understand the importance of individual tax compliance. Our services include: Expert preparation and filing of your federal 1040 tax return. Thorough analysis to maximize your deductions and minimize your tax liability. Accurate preparation and filing of state personal tax returns. Assistance with complex tax situations, ensuring you meet all regulatory requirements. ​ Let us take the stress out of tax season, allowing you to enjoy peace of mind.
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Business Tax Services - 1120S, 1120C, 1065For businesses, we offer specialized tax services tailored to your entity type: Efficient and precise preparation of 1120S tax returns for S corporations. Expertise in handling 1120C tax returns for C corporations, including IRS compliance. Thorough preparation of 1065 tax returns for partnerships and LLCs. Comprehensive analysis to optimize your business's tax position. ​ With our business tax services, you can focus on what you do best while we handle your tax obligations.
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Sales Tax ReturnsOur sales tax return services cater to businesses with sales tax obligations. We provide: Accurate calculation and preparation of sales tax returns. Timely filing and remittance to state authorities. Compliance with evolving sales tax regulations. Detailed records to support your tax filing. ​ Stay on the right side of sales tax compliance with our expert guidance.
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Payroll Tax ReturnsManaging payroll tax returns can be a complex process, but we simplify it for you by offering: Precise calculation and preparation of payroll tax returns. On-time filing and remittance to federal and state agencies. Compliance with payroll tax regulations and changing tax laws. Assistance with employee tax issues and withholdings. ​ Our payroll tax services ensure your employees are paid accurately, and your business remains compliant.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Expertise: Our team of certified tax professionals stays up to date with the latest tax laws and regulations, ensuring accurate and compliant tax filings. Personalized Service: We tailor our services to your specific needs, whether you're an individual or a business. Peace of Mind: By entrusting us with your tax obligations, you can focus on your core activities, knowing that your taxes are in capable hands. Timeliness: We understand the importance of meeting deadlines, and we are committed to filing your tax returns on time, every time. ​ Don't let tax-related stress and complexities weigh you down. Choose us as your trusted partner for all your tax service needs. Schedule an appointment with us today to discuss how we can help you achieve tax compliance, maximize savings, and ensure financial well-being.
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Streamlined Bookkeeping ServicesAre you tired of drowning in a sea of financial paperwork, trying to make sense of your business's financial transactions? It's time to take the stress out of your financial management. At JR Shelton Bookkeeping & Consulting Services, LLC, we offer comprehensive bookkeeping services that are tailored to your needs and your schedule. Whether you require monthly, quarterly, semi-annual, or annual bookkeeping, our team of experts is here to keep your finances in perfect order.
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Monthly Bookkeeping ServicesOur monthly bookkeeping services are designed for businesses that demand real-time financial insights. With this option, you can expect: Timely recording of income and expenses. Bank and credit card statement reconciliations. Generation of financial statements. Ongoing support for any financial queries. Ensure your business is always on the right financial track with our monthly bookkeeping services.
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Quarterly Bookkeeping ServicesFor those who prefer a more in-depth look at their finances on a quarterly basis, our services include: Comprehensive review and reconciliation of your accounts. Thorough financial analysis to identify trends and make informed decisions. Tax preparation support, ensuring you're always ready for tax season. Customized financial reports to keep you informed. Quarterly bookkeeping offers a balance between real-time data and a longer-term perspective.
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Semi-Annual Bookkeeping ServicesPerfect for businesses that have more predictable financial cycles, our semi-annual bookkeeping services include: Bi-annual comprehensive financial reviews. Ensuring compliance with changing financial regulations. Assistance in identifying potential areas of cost savings. ​ With semi-annual bookkeeping, you'll have the financial clarity you need without the monthly commitment.
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Annual Bookkeeping ServicesOur annual bookkeeping services are ideal for businesses with straightforward financials or those that prefer a less frequent review. With this option, you can count on: A thorough yearly review of your financial records. Tax preparer liaison assistance for annual tax preparation. Financial statements that summarize your year's performance. Support in making year-end financial decisions. ​ Even with an annual schedule, your finances will be in expert hands.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Tailored Services: We understand that every business is unique. Our bookkeeping services can be customized to meet your specific needs. Professional Expertise: Our experienced team of certified bookkeepers ensures the highest level of accuracy and compliance. Cost Savings: By outsourcing your bookkeeping to us, you can focus on growing your business while we manage your financial records efficiently. Peace of Mind: Leave the financial details to us and gain peace of mind, knowing your business is in good hands. Don't let bookkeeping woes slow you down. Trust JR Shelton Bookkeeping & Consulting Services, LLC to handle your financial needs. Whether you prefer monthly, quarterly, semi-annual, or annual bookkeeping services, we have a solution that fits your business. Schedule an appointment with us today and let's discuss how we can streamline your financial management and help your business thrive.
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Outsourced Payroll Services You Can TrustManaging payroll can be a time-consuming and complex task, with the need for accuracy and compliance being paramount. At JR Shelton Bookkeeping & Consulting Services, LLC, we understand the importance of streamlined payroll processes and offer outsourced payroll services that ensure your payroll checks, Electronic Federal Tax Payment System (EFTPS) submissions, W-2s, and 1099s are handled with precision and efficiency.
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Payroll ChecksOur outsourced payroll services include expert management of payroll checks: Payroll Calculation: We accurately calculate employees' wages, taking into account tax withholdings, deductions, and any other relevant factors. Check Printing: We generate and print payroll checks, ensuring they are professional, secure, and compliant with all necessary regulations. Direct Deposit: We offer secure electronic fund transfers for payroll, providing a convenient and efficient way to pay your employees.
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EFTPS (Electronic Federal Tax Payment System)Compliance with federal tax regulations is critical. Our services for EFTPS include: Timely Payments: We ensure that your federal payroll taxes are paid accurately and on time through the EFTPS system. Reporting and Documentation: We maintain detailed records and provide documentation of your EFTPS payments for compliance and auditing purposes.
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W-2s and 1099sEnd-of-year tax reporting is made easy with our W-2 and 1099 services: W-2 Preparation: We generate and distribute W-2 forms to employees, providing a comprehensive record of their earnings and withholdings for tax reporting. 1099 Preparation: We create and deliver 1099 forms for independent contractors and vendors, aiding in their tax filing processes.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Expertise: Our team of professionals is well-versed in the intricacies of payroll management and tax compliance. Cost-Efficiency: Outsourcing payroll services can save you time and resources compared to managing them in-house. Customized Solutions: We tailor our services to meet your specific business's needs and payroll complexities. Accuracy and Compliance: With us, you can trust that your payroll checks, tax payments, and forms are accurate and in compliance with the law. Focus on Core Business: By outsourcing payroll services, you can concentrate on your core business activities, while we handle the payroll intricacies. Streamline your payroll processes, ensure compliance, and save time with our outsourced payroll services. Contact us today to discuss how we can support your payroll needs and help you achieve precision and efficiency in your financial operations.
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Elevate Your Financial Strategy with Outsourced CFO Consulting ServicesIn today's dynamic business landscape, effective financial management and strategic planning are vital for success. However, not every organization has the resources to hire a full-time Chief Financial Officer (CFO). That's where JR Shelton Bookkeeping & Consulting, LLC comes in, offering outsourced CFO consulting services that provide you with the expertise of a seasoned CFO without the full-time commitment. Our services empower businesses to make informed financial decisions, optimize their financial operations, and achieve long-term growth.
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Comprehensive Financial ExpertiseAt JR Shelton Bookkeeping & Consulting Services, LLC, our outsourced CFOs bring a wealth of experience and financial acumen to the table. Our services include: Financial Strategy Development: We work closely with your leadership team to craft a financial strategy that aligns with your business objectives and market conditions. This includes growth planning, risk management, and financial modeling. Budgeting and Forecasting: We assist in creating realistic budgets and forecasts, helping you monitor and adjust your financial performance in real-time to ensure you stay on track. Cash Flow Management: Our outsourced CFOs help optimize cash flow by identifying opportunities to reduce costs, enhance revenue streams, and manage working capital effectively. Financial Analysis: We provide in-depth financial analysis to identify trends, opportunities, and potential risks, allowing for data-driven decision-making. Financial Reporting: We produce comprehensive financial reports that give you a clear overview of your company's financial health, enabling you to make timely, informed decisions.
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Risk Mitigation and ComplianceOur outsourced CFOs are well-versed in regulatory compliance and risk management. We: Ensure your financial operations adhere to all relevant laws and regulations. Identify and mitigate financial risks that could impact your business's stability. Implement robust internal controls and best practices to protect your financial assets. Review your potential contracts to determine your risks and provide solutions to mitigate protect your business.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Experience: Our outsourced CFOs are seasoned financial professionals with a track record of success in various industries. Cost-Efficiency: Outsourcing your CFO services can save you significant costs compared to hiring a full-time CFO. Customized Solutions: We tailor our services to fit your specific business needs, whether you're a small startup or an established corporation. Focus on Growth: With our financial expertise, you can shift your focus to growing your business, while we handle the financial intricacies. ​ Elevate your business to new heights with our outsourced CFO consulting services. Contact us today to discuss how we can empower your financial strategy and drive your organization toward lasting success.
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Strategic HR Solutions: Outsourced Human Resources ServicesIn the ever-evolving world of business, managing human resources efficiently and effectively is essential for organizational success. However, not every company has the resources or expertise to maintain an in-house HR department. That's where JR Shelton Bookkeeping & Consulting Services, LLC comes in, offering outsourced human resources services that provide you with a dedicated HR partner without the need for a full-time HR team. Our comprehensive services are designed to support your HR needs, improve workplace compliance, and enhance the employee experience.
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End-to-End HR SupportOur outsourced HR professionals are equipped to handle every aspect of human resources, from recruitment to employee offboarding. Our services include: Recruitment and Talent Acquisition: We help you identify, attract, and hire top talent. Our experts can assist with job postings, candidate screening, interviews, and onboarding. Employee Relations: We serve as a trusted point of contact for employee concerns, conflicts, and questions. Our goal is to foster a positive and productive work environment. HR Policy Development: We can create and update your HR policies, ensuring that they align with current laws and regulations while reflecting your company culture. Performance Management: We help establish clear performance expectations through accurate job descriptions, assistance in conducting evaluations, and provide guidance on performance improvement plans. Compliance and Risk Management: We ensure that your HR practices comply with local, state, and federal employment laws and regulations. We also help mitigate HR-related risks. Employee Benefits and Compensation:* We can assist in designing competitive compensation packages and employee benefits to attract and retain top talent.
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Employee EngagementOur services include strategies to boost employee morale and engagement: Conducting surveys to assess employee satisfaction and implementing action plans based on feedback. Organizing team-building activities and events. Designing recognition and reward programs to motivate your workforce.
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Business Formation AssistanceLaunching Your Business with Expert Guidance: Business Formation Consulting Services Starting a business can be an exciting but complex journey. The process involves numerous steps and decisions, and navigating them successfully requires the right expertise. At JR Shelton Bookkeeping & Consulting Services, LLC, we offer comprehensive business formation consulting services to guide you through the entire process. From state and IRS setup to local licensing, business insurance, financial system setup, and limited IT assistance, we provide you with the tools and knowledge to establish your business on a strong foundation.
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State and IRS SetupEnsuring that your business is properly registered with state and federal authorities is essential. Our services include: Assistance with selecting the appropriate legal structure (LLC, corporation, partnership, etc.). Registration of your business with the state and obtaining necessary permits. Federal Employer Identification Number (EIN) application to establish your business with the IRS. Compliance with state and federal tax regulations. ​ With our guidance, you'll have the legal groundwork for your business in place.
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Local Licensing AssistanceNavigating local regulations and licensing requirements can be challenging. We help you: Identify and obtain the necessary local permits and licenses. Ensure compliance with local zoning and business regulations. Streamline the process to save you time and effort. ​ Our local licensing assistance ensures that your business can operate without hindrance.
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Business Insurance ReferralProtecting your business is paramount. We offer: Referrals to trusted insurance providers to help you find the right coverage. Guidance on the types of insurance your business may need, such as liability, property, or workers' compensation. Assistance in understanding insurance policies and their implications. With the right insurance in place, you can safeguard your business's future.
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Financial System SetupSolid financial foundations are key to business success. We provide: Selection and setup of financial software that suits your needs, including QuickBooks or other accounting software. Customized chart of accounts to organize your financial data efficiently. Training to help you manage your finances effectively. With a sound financial system in place, you'll have a clear view of your business's financial health.
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Limited IT AssistanceTechnology plays a critical role in business today. Our IT assistance includes: Recommendations for setting up essential IT infrastructure. Basic IT support to resolve common technical issues. Guidance on data security best practices and backup solutions. Our limited IT assistance ensures your business operates smoothly and securely.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Expert Consultation: Our team of experienced consultants understands the nuances of business formation and can guide you through the process effectively. Customized Solutions: We tailor our services to fit your unique business needs, ensuring you receive the right support. Efficiency: We streamline complex processes, saving you time and reducing potential setbacks. Holistic Approach: From registration to IT setup, we offer a one-stop solution for all your business formation needs. Let JR Shelton Bookkeeping & Consulting Services, LLC be your trusted partner in building a strong foundation for your business. Schedule an appointment with us today to discuss your specific needs and how we can help you launch your business successfully.
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Seamless Mortgage Compliance and NMLS Expertise at Your ServiceNavigating the intricate landscape of mortgage compliance and the National Mortgage Licensing System (NMLS) is essential in the mortgage industry. However, the demands of regulatory adherence and NMLS maintenance can be a complex and time-consuming task. At JR Shelton Bookkeeping & Consulting Services, LLC, we offer outsourced mortgage company compliance and NMLS services to ensure your business operates smoothly, securely, and in full compliance with industry regulations.
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Comprehensive Compliance ServicesOur outsourced mortgage compliance services encompass a wide range of essential functions, including: Regulatory Compliance Management: We monitor and ensure adherence to federal and state mortgage regulations, helping you avoid compliance pitfalls and potential fines. Audit and Risk Assessment: Our experts conduct thorough internal audits including individual file audits often required by lenders in standard broker/non-delegated lender contracts to identify risks and areas for improvement. We provide comprehensive assessments of your compliance posture. Policy and Procedure Development: We can assist in creating and updating policies and procedures to align with evolving regulations, ensuring you remain in full compliance.
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NMLS Management and SupportNavigating the NMLS system is a fundamental component of mortgage industry compliance. Our NMLS services encompass: License Application and Renewal: We handle the entire process, from initial license applications to annual renewals, ensuring your licenses remain up-to-date. NMLS Recordkeeping: Our experts will assist you in maintaining meticulous records to ensure you have all the documentation required to meet audit requirements. Quarterly and Annual MCR Assistance: We will assist you in preparing and filing your quarterly and annual Mortgage Call Reports through NMLS ensuring your business remains compliant as regulations evolve.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Specialized Expertise: Our team consists of mortgage compliance and NMLS experts with in-depth knowledge of the mortgage industry's ever-evolving regulatory landscape. Cost-Efficiency: Outsourcing compliance and NMLS services can be more cost-effective than maintaining an in-house compliance team. Customized Solutions: We tailor our services to meet your specific mortgage business needs, whether you're a small broker or a non-delegated lender. Risk Mitigation: By ensuring full compliance, we help protect your business from potential legal and financial risks. ​ Leave the complexities of mortgage compliance and NMLS management to us. With our expert guidance, you can focus on your core business operations, secure in the knowledge that your mortgage business is compliant, efficient, and primed for success. Contact us today to discuss how we can optimize your compliance and NMLS needs.
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Elevate Your Marketplace Business with Expert Consulting ServicesOperating a successful online marketplace requires a multitude of skills and expertise, from managing social media presence to overseeing seller platforms, maintaining e-commerce bookkeeping, and even providing editorial support. At JR Shelton Bookkeeping & Consulting Services, LLC, we offer comprehensive outsourced marketplace business consulting services designed to help your business thrive. Our solutions encompass all aspects of marketplace management, ensuring that you're equipped to achieve sustainable growth and success.
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Social Media ManagementYour online presence is a critical component of your marketplace's success. Our social media management services include: Content Creation: We'll craft compelling, eye-catching content to engage your audience and drive traffic to your platform. Social Media Strategy: We'll develop and execute a customized social media strategy, including content scheduling and audience engagement, to maximize your reach and impact. Performance Analytics: We'll track your social media performance and adjust strategies as needed to meet your goals.
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Seller Platform ManagementYour sellers are essential to your marketplace's success. We offer: Onboarding and Support: We assist in onboarding new sellers, ensuring they understand your platform's rules and best practices. Seller Performance Management: We monitor seller performance and provide support when issues arise, maintaining a positive seller ecosystem. Quality Control: We implement quality control measures to maintain high standards of products and services on your platform.
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E-commerce Bookkeeping & AccountingAccurate financial management is crucial. Our e-commerce bookkeeping and accounting services encompass: Transaction Recording: We maintain accurate and up-to-date financial records, ensuring transparency and accountability. Financial Reporting: We generate financial statements and reports to help you make informed business decisions. Tax Compliance: We ensure your marketplace adheres to tax regulations, helping you avoid costly mistakes.
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Limited Editorial ServicesQuality content is key to attracting and retaining customers. Our editorial services include: Content Editing: We review and edit product descriptions, blog posts, and other written materials to ensure they are clear, engaging, and free of errors. Keyword Optimization: We optimize content for search engines, improving visibility and attracting more potential customers. Content Strategy: We help you develop an effective content strategy to align with your business goals.
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Why Choose JR Shelton Bookkeeping & Consulting Services, LLC?Multi-faceted Expertise: Our team comprises specialists in each of the services we offer, ensuring you receive top-quality support in all areas of your marketplace business. Cost-Efficiency: Outsourcing these services can save you both time and money compared to hiring in-house experts. Tailored Solutions: We customize our services to align with your marketplace's unique needs and goals. Strategic Growth: With our support, you can focus on expanding your business while we handle the essential day-to-day operations. Elevate your marketplace business with JR Shelton Bookkeeping & Consulting Service, LLC's comprehensive consulting services. Contact us today to discuss how we can enhance your social media presence, seller platform, financial management, and content strategy, all while enabling you to achieve sustainable growth and success.