Jael Faulcon Consulting
New
Offers online services
New
Offers online services
About
I am an IRS and CTEC registered tax professional and I have enjoyed 20 years of accounting learning the background to know the reason for the numbers not just how to fill in a form. You will have a secure portal for remote access. My experience is documented at https://www.linkedin.com/in/jaelfaulcon
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue
Accounting software
QuickBooks, Xero, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, Non-profit
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
We call to better understand what goal is required and service is needed. New customers must enter into an engagement and make an implementation investments. The software is setup or configured and a forum is created for answering questions.
What education and/or training do you have that relates to your work?
CTEC, AFSP, Life/Health License 0F59889
Do you have a standard pricing system for your services? If so, please share the details here.
Starting at $875 each month are based on the level of services needed and frequency of contact with my support team.
How did you get started in this business?
I have worked in financial services since 1982 preparing tax returns, 1998 Operations Unit, Budgets and Accounting, at Sheriff's Department, 2000 School Business Accounting at Los Angeles County Office of Education, 2004 Independent consultant and firm owner for K-12 and community colleges then retail and not-for-profit organizations.
What types of customers have you worked with?
My clients have been retail, nonprofit, and manufacturing.
Describe a recent event you are fond of.
My work has been in the back office.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find a professional with experience and not just academic theory.
What questions should customers think through before talking to pros about their needs?
Am I ready to delegate or get support from a team to support my next stage of growth?
Am I willing to communicate frankly, honestly and often for real decision-making answers?
Can I budget for the support I will need to eliminate becoming overwhelmed?
Services offered
Life Coaching
Business Consulting
Marketing Agency
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Web Design