J.M. Bartholomew & Co.

At J.M. Bartholomew & Co. we perform outsourced controller activities, tax planning and tax preparation for small businesses and individuals. Additionally, we perform audits, reviews and compilations for companies and nonprofit organizations as well as full of assessments of accounting systems and general business consulting. To make your experience a comprehensive look at your full financial picture, we also offer goal based financial planning, wealth management and insurance solutions for individuals and small businesses through our separate entity JMB Capital Solutions, LLC. Our retirement plan analysis for small businesses allows our firm to review any existing company retirement plans, while optimizing investment selection and tax efficiency. Through listening to our client's needs, we have the ability to tailor and monitor a customized retirement plan, including the use of IRA's, SEP, SIMPLE, 401k's and other solutions available. We truly enjoy analyzing problems and creating solutions and would welcome the opportunity to discuss what may be keeping you up at night.