Baldman's Southern Pit BBQ

Baldman's Southern Pit BBQ

J. Gregory Accounting & Tax Services, LLC's cover photo

So you filed an extension for your 2015 taxes, what now? The deadline to file is quickly approaching. Don't wait until it is too late, call today, 337-581-4932.

J. Gregory Accounting & Tax Services, LLC's cover photo

J. Gregory Accounting & Tax Services, LLC's cover photo

ANOTHER CLIENT ADDED!! Met with another prospect client last week concerning reviewing their monthly and quarterly financial statements as well as preparing their yearend tax returns. They felt like they were getting over charged by previous accounting firm and were not satisfied with the service they received. I stepped in and showed them how I could save them money from previous years and by going with me, they won't feel like they are just a number. Another satisfied client added! If you and/or your small business is looking for someone that offers personal service that can prepare your monthly and quarterly financial statement and tax returns, call to set up an appointment 337.581.4932. Based in Lafayette but accepting clients from the surrounding areas.

Just engaged a client for a review of their internal controls regarding cash. This client wanted to make sure that their 10+ locations were all handling payments consistently and correctly as dictated by company policy and to ensure that safeguards are in place to mitigate the likelihood of someone defrauding or embezzling from the company. In today's business environment, sometimes company's don't have enough personnel to have true separation of duties to ensure these proper controls. If your company could use a similar review or if you know you already have a control weakness and need to bridge the gap, call today to schedule an appointment, 337.581.4932.

ANOTHER SUCCESS!! Began work with this multi company client less than two months ago after a sudden departure from his in house CPA. Spent the first few weeks getting him were he needed to be regarding his daily accounting and learning his processes before recommending any changes. Have since organized much of his accounting using simple technology including paperless accounts payable and accounts receivable for all his companies, organizing and utilizing file sharing amongst office personnel, and implementing cash flow projections and recaps to manage cash within all his businesses. These are just a few of the changes made and now this office is much more organized and efficient and I have another happy client! If your business' accounting systems could use some upgrading, call to set up an appointment, 337.581.4932.

We made it!!! One year ago today I started my own accounting and tax practice specializing in helping small to mid-sized companies realize their potential by being their partial or complete back office and part-time CFO while offering tax services to both individuals and corporations. I have heard that the first year in business for yourself is always the hardest and it has definitely been a great ride and adventure thus far. I have enjoyed meeting with so many friends and potential clients discussing the value that I can bring to their organizations. If you havent heard from me yet, dont worry, you are probably on my list to contact :-). The Good Lord has blessed me with a few steady clients who have been so pleased with my services that they have referred me to others. My goal for this next year is to continue to grow my client base by doing what I set out to do when I started this business, utilize my over 20+ years of business and financial experience and offer unparalleled services at affordable rates. A big heart felt thank you to all of you that have helped me get started this first year. I look forward to a great second year and beyond!

Good Morning, As most of you know, I left my employment as CFO with Francis Drilling Fluids, Ltd. (FDF) in May 2015 after over 21 years of service. This was a difficult decision for me and my family to make but after prayerful reflection, we decided it was the best decision. What you may not know is that shortly after my departure from FDF, I started my own accounting & tax practice utilizing the years of experience with FDF as a private, family owned company then as a part of a public company and currently as a private equity owned company. These years of experience not only included the accounting and financial aspects of the company but my reach went into insurance, both property and casualty insurance and health insurance, as well as many points in the operations of the company with workflow design and systems development and implementation. Many of the processes in place today at FDF were put in place during my tenure. The thought process on the accounting practice was simple, offer unparalleled service with affordable rates while selling yourself as a true one person back office for the client’s accounting and tax needs. What that means in short, when you hire J. Gregory Accounting and Tax Service, you get the best service I can provide at reasonable rates and you get my 20+ years of actual business experience working for you. For business owners, some services I offer include: - monthly and/or quarterly financial reporting and financial analysis - working with management to develop working budgets and forecasts - insurance consulting - cash management (daily banking, bank reconciliations, cash budgeting and forecasting) - outsourced accounts payable, accounts receivable, billing, and/or payroll - payroll quarterly and yearly reports including W2s - help with acquisitions and system integrations - tax preparation - partnering and utilizing long time relationship with Computer F/X to develop computer and programming solutions that suit your company - Part-time CFO duties For individuals, some services available include: - tax preparations services - financial planning - bank account reconciliations - tax planning Other services provided but not limited to: - political campaign accounting and filings - general business and personal financial consulting *These lists are by no means complete of the many services I can offer but only a sample to show my wide reach of experience. Personal income tax filings are on everyone’s mind now and I have been getting a fair share of tax clients over the last couple weeks. Don’t wait for the last minute to get those taxes done! I can forward my tax preparation fee schedule upon request. Other service fees can be hourly, monthly, by piece count or a combination of the three. I work with each client individually for a “win win” fee structure, tailoring a fee that works well for both client and myself. We also offer pickup and delivery service in and around the Lafayette area including Opelousas, Crowley, Breaux Bridge, and New Iberia. If you may need my services please feel free to message me via Facebook or you can contact me at 337.581.4932. Facebook tags and shares are also welcome. Thanks in advance and I look forward to working with you soon. Jude Jude N. Gregory J. Gregory Accounting and Tax Services PO Box 62322 Lafayette, LA 70596-2322

April 15th is two months from today. Don't wait until the last minute to get your taxes done, call today 337.581.4932.