JAAG Financial Services
visit site- Undisclosed
- 10 - 49 employees
- San Dimas, CA
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
JAAG Financial Services was engaged by a software development company specializing in mobile apps and cloud technology. The company required assistance with accounting, financial planning, and tax preparation services. JAAG Financial Services initially helped the company incorporate their LLC and was given access to the financials and bank information. They handled all the financial planning, accounting, and tax preparation services, and also provided advice on the financial impact of potential projects. The team from JAAG Financial Services, led by Jamie and Jack, also prepared the company's financial projects for the upcoming year and conducted any necessary research for tax preparation. The company has invested over $50,000 in this engagement, which started in July 2011 and is ongoing.