Best for: Established and growing businesses managing multiple entities, employees, or complex operations that need consistent financial control, tax efficiency, and CPA-supervised payroll solutions.

Our Standard Tier expands upon the Basic Tier by offering advanced reconciliation, multi-entity coordination, payroll management through ADP®, and proactive tax strategy. This package is designed for business owners who want accuracy, insight, and compliance, all from one trusted partner.

Includes All Basic Tier services, plus:

ACCOUNT RECONCILIATION & CONTROL SERVICES

1. Intercompany Account Reconciliation – Ensure accuracy between related entities and eliminate duplicate entries.

2. Multi-Entity Consolidation Support – Combine results from multiple companies or divisions into one GAAP-compliant financial package.

3. Accruals, Prepaid Expense & Deferred Revenue Reconciliation – Align expenses and income recognition with reporting periods.

4. Fixed Asset & Lease Schedule Integration – Maintain synchronized schedules across entities for ASC 360 and ASC 842 compliance.

5. Comprehensive Financial Statements – Monthly income statement, balance sheet, cash flow, and KPI summary.

6. Variance & Trend Analysis – Identify profit drivers, cost inefficiencies, and forecast deviations.

7. Implementation of Internal Controls, Policies & Procedures – Establish approval workflows, segregation of duties, and proper authorization controls.

8. Implementation of New Accounting Standards – Guidance and application for ASC updates (606, 842, 326 CECL, etc.) to ensure GAAP compliance.

PAYROLL SERVICES — Managed by JCox CPAs & Powered by ADP®

1. Payroll Setup & Administration – Full configuration of employee and company profiles in ADP.

2. Payroll Processing (via ADP) – Automated calculation of gross pay, deductions, and withholdings.

3. Payroll Tax Filings & Deposits – ADP files and remits taxes; JCox CPAs reconciles all entries to your general ledger.

4. W-2 & Year-End Reporting – Prepared through ADP with CPA verification for accuracy.

5. Employee Self-Service Portal – Access to paystubs, W-2s, and pay history through ADP.

6. Employer Access to Reports – View real-time payroll summaries and filings anytime.

7. Pension & Garnishment Remittance – Processed within ADP and monitored for compliance.

8. Payroll Reconciliation – Each cycle reconciled by JCox CPAs to ensure precision and alignment with financial statements.

ADVISORY SUPPORT:

1. Monthly controller-level review meeting for financial performance and cash flow analysis

2. Quarterly management reports with recommendations for profit improvement and tax efficiency

3. Assistance with budget vs. actual analysis and cost allocations

TAX COMPLIANCE & TAX STRATEGY SERVICES

1. All Basic Tier services, plus:

2. FREE Annual Filings of Federal Form(s) 1040, Schedule C, K-1, 1065, 1120, and 1120-S

3. Multi-State Tax Filings – Preparation and submission for businesses operating in multiple states or with sales tax nexus.

4. Franchise & Excise Tax Returns – Annual reporting and compliance for corporate and partnership entities.

5. Quarterly Tax Planning & Advisory – Adjust estimates, analyze safe harbor thresholds, and optimize cash flow.

6. Fixed Asset Rollforward for Book & Tax – Ensure accurate depreciation across both GAAP and IRC §179 / §168(k).

7. IRS & State Correspondence Handling – Support and response management for notices and inquiries.

8. Entity Optimization – Evaluate S-Corp vs. LLC vs. C-Corp taxation for income-splitting and self-employment tax reduction under IRC §1366 and §199A.

9. Qualified Business Income (QBI) Planning – Maximize the §199A deduction through compensation, basis, and aggregation strategies.

10. Accelerated Depreciation – Apply bonus depreciation and §179 expensing for equipment, vehicles, and technology investments.

11. Retirement & Fringe Benefit Structuring – Implement SEP-IRA, Solo 401(k), or defined benefit plans to reduce taxable income while building long-term wealth.

12. Cost Segregation & Fixed Asset Review – Reclassify property components for shorter depreciable lives and immediate write-offs.

13. R&D and Energy-Based Tax Credits – Capture available credits under IRC §§41, 45L, and 179D for innovation and energy efficiency.

14. Timing & Deferral Strategies – Defer revenue recognition and accelerate deductible expenses to manage effective tax rates year-over-year.

15. State & Local Incentive Planning – Identify credits, abatements, and exemptions unique to Georgia and other applicable states.