JAAG Financial Services

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JAAG Financial Services is a financial advising & planning company. Their small team is in San Dimas, California. Their services include financial advising & planning, accounting, and business consulting.

Client Insights

Industry Expertise

This provider has not added their industry expertise.

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

$50K-$199K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

JAAG Financial Services was hired by a software development company specializing in mobile apps and cloud technology to provide accounting and financial planning services. The engagement began in July 2011, and over $50,000 has been invested in the partnership. Initially, JAAG assisted the software company with incorporating their LLC and has since been granted access to their financials and bank information. The financial services company handles all accounting, tax preparation, and financial planning for the software company. Their services also include advising on financial impacts of potential projects and assisting in preparing financial projects for the upcoming year. The ongoing partnership has proven beneficial for the software company, with valuable advice and research provided by JAAG's consultants.

Timeliness

5.0

Service Excellence

5.0

Value

4.5

Would Recommend

5.0