About Us
Your trusted partner in accounting and financial services since 2005
Our Story
JCB Financial Services was founded with a simple mission: to provide businesses with the expert financial guidance they need to thrive. What started as a small accounting practice has grown into a comprehensive financial services firm serving hundreds of clients across diverse industries.
Our team of certified professionals brings decades of combined experience in accounting, taxation, and business consulting. We stay at the forefront of industry changes, technology advancements, and regulatory updates to ensure our clients receive the most current and relevant advice.
Today, we serve businesses of all sizes, from startups to established enterprises, providing personalized solutions that address their unique challenges and opportunities. Our commitment to excellence, integrity, and client success remains as strong as it was on day one.
Our Mission
To empower businesses with comprehensive accounting and financial services that drive growth, ensure compliance, and provide peace of mind. We are committed to delivering personalized solutions with integrity, expertise, and exceptional client service.
Our Vision
To be the most trusted and respected financial services firm in our community, recognized for our expertise, innovation, and unwavering commitment to client success. We envision a future where every business has access to the financial guidance it needs to thrive.
Our Values
The principles that guide everything we do
Integrity
We uphold the highest ethical standards in all our professional relationships and maintain complete confidentiality.
Excellence
We are committed to delivering exceptional quality in every service we provide, exceeding client expectations.
Client-Focused
Your success is our success. We build lasting relationships based on trust, communication, and results.
Innovation
We embrace technology and new methodologies to provide efficient, modern solutions for your business.
Meet Our Team
Experienced professionals dedicated to your success
Jennifer Collins
CPA, Managing PartnerWith over 15 years of experience in public accounting, Jennifer specializes in tax planning and business advisory services. She is passionate about helping businesses achieve their financial goals.
Carlos Ramirez
CPA, Tax DirectorCarlos brings 12 years of expertise in complex tax matters and IRS representation. He stays current with ever-changing tax laws to provide the best strategies for clients.
Michelle Zhang
QuickBooks ProAdvisorMichelle is a certified QuickBooks ProAdvisor with extensive experience in accounting software implementation and training. She helps businesses streamline their financial processes.
David Thompsons
Senior AccountantDavid specializes in bookkeeping and financial reporting for small to medium-sized businesses. His attention to detail ensures accuracy in every engagement.
Amanda Foster
Payroll SpecialistWith over 15 years of experience in public accounting, Jennifer specializes in tax planning and business advisoryand business advisory advisoryand business advisoryservices.
Robert Kim
Business AnalystRobert provides financial analysis and strategic planning services to help businesses make informed decisions and achieve sustainable growth.