JAS Business Group Inc.

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filler@godaddy.com

Account

Services — What We Deliver

Formation & Entity Setup
LLC/Corp formation, EIN, state filings, operating agreements, ownership records, sales‑tax/payroll registrations.

Admin Systems
Inbox rules, shared calendars, client communication standards, file/naming conventions, user permissions.

Bookkeeping & Monthly Close
Cleanup & catch‑up, bank/CC reconciliations, chart of accounts cleanup, P&L/BS/CF, 1099/W‑9 coordination, CPA handoff pack.

SOPs & Team Playbooks
Top processes documented, role playbooks, handoff checklists, trainings.

CRM & Automations
Lead/intake forms, pipelines, email/SMS automations, scheduling & payments, onboarding flows and integrations

Tax‑Readiness & PTIN Filing
We prepare tax‑ready books and document packs; we can file personal & business returns or coordinate with your CPA.

Banking & Payments Setup
Business bank accounts, merchant services, invoicing, deposit flows.

Launch & Go‑to‑Market Basics
Service menu, intake‑to‑delivery workflow, booking/website configuration, simple offer pages.

Compliance & Records
Renewal calendars, license checks, registered‑agent coordination, document vault standards.

Custom & On‑Request Work: Don’t see it listed? We likely still offer it! Let us know and we’ll scope it for you.

We Make Businesses Run: Formation, SOPs, CRM, Bookkeeping

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

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—we refactor until it does!

Services — What We Deliver

We Make Businesses Run: Formation, SOPs, CRM, Bookkeeping

Step 1 — Diagnose

Step 1 — Diagnose

Step 1 — Diagnose

Step 2 — Design

Step 1 — Diagnose

Step 1 — Diagnose

Step 3 — Do

Step 1 — Diagnose

Step 3 — Do

Ready to Connect?

Tell us what you’re working on and the one thing you want fixed first. We’ll review, share the fastest path forward, and reply within 1 business day.

jasbusinessgroupinc.com

Online Bill Pay

Services — What We Deliver

We Make Businesses Run: Formation, SOPs, CRM, Bookkeeping

Step 1 — Diagnose

Step 1 — Diagnose

Step 1 — Diagnose

Step 2 — Design

Step 1 — Diagnose

Step 1 — Diagnose

Step 3 — Do

Step 1 — Diagnose

Step 3 — Do

Ready to Connect?

Tell us what you’re working on and the one thing you want fixed first. We’ll review, share the fastest path forward, and reply within 1 business day.

jasbusinessgroupinc.com

Online Bill Pay

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