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We Make Businesses Run: Formation, SOPs, CRM, Bookkeeping
We help owners go from “holding it together” to running on effective systems.
If you’re starting up, we handle the foundation—LLC/Corp formation, EIN, and state filings—and then build the back office that keeps you moving: clean inbox & calendar flow, documented SOPs and team playbooks, a CRM with automations for scheduling, onboarding, payments, plus bookkeeping cleanup and a reliable monthly close.
Already in business but feeling behind? We triage the mess, reconcile accounts, standardize files and naming, and make your books tax-ready.
You’ll get clear dashboards, who-does-what checklists, and handoff docs your team can actually follow.
As a PTIN holder, we can file many personal and business returns or coordinate seamlessly with your CPA—so tax season stops being a scramble and starts being routine.
How It Works
Step 1 — Diagnose
Step 1 — Diagnose
Step 1 — Diagnose
- Kickoff: 30-min assessment + intake form
- Quick audit: formation status, books, SOPs, CRM, calendar/payments, client flow.
- Deliverable: SMART Action Plan (1 core issue prioritized, steps, KPIs, milestones).
- You provide: System access, recent statements, top 3 pain points.
Step 2 — Design
Step 1 — Diagnose
Step 1 — Diagnose
- Workflow map: who does what, when, in which tool.
- SOP draft pack: checklists + role playbooks for the highest-impact tasks.
- Tooling plan: CRM + automations + scheduling/payments; file/naming standards.
- Deliverable: System Blueprint (PDF) + implementation checklist.
Step 3 — Do
Step 1 — Diagnose
Step 3 — Do
- Implementation: set up CRM, automations, forms, calendars, inbox rules.
- Books: backlog cleanup, reconciliation, and monthly close process.
- Training & handoff: Loom videos or live walkthrough; Team Playbook (PDF).
- Deliverables: live systems, SOP pack, logins/permissions sheet, 90-day roadmap.
If a system doesn’t work as expected, we don’t refund right away—we refactor until it does!
Contact Us
We would love to work together!
We reply within 1 business day. For urgent issues, call 440-381-7976
jasbusinessgroupinc@gmail.com
