Jessica consults with business owners on tax planning and reporting, entity structuring, and ownership transitions. She identifies financial and operational trouble spots and provides strategic insight about better ways to tackle them.
While adept at assisting customers with ownership, compensation, succession, and estate planning issues, Jessica’s primary drive is helping companies uncover new revenue or cost-saving opportunities. She’s passionate about improving cash flow and balance sheet health by helping companies make great decisions. Tax consulting and planning is critical to a company’s financial health, because income tax dollars saved means more cash available to fuel growth, and Jessica consistent and repeatedly finds new ways to help companies free up capital and drive improvement and expansion.
Jessica also works with businesses in the transportation, food and ag, energy, professional services, and healthcare industries. Problem solving and balancing numbers comes naturally to her. Some of her most memorable client interactions involve:
- Improving cash flow and decision-making ability for a transportation company through entity selection and streamlined financial processes.
- Helping business owners select and set up a retirement plan to meet their financial goals and maximize tax benefits, while allowing them to set aside up to $300,000 a year for retirement
- Improving a transportation business cash flow by $350,000 to $450,000 annually through proactive planning and use of tax strategies.
Often, a client doesn’t know what they don’t know. Jessica’s skill? Demonstrating how changes in financial approach will result in better outcomes. With each client engagement, Jessica sees opportunities and new ideas to implement that have a strong positive impact on the company’s future.