Accounting Services For Small Businesses: The Platinum Package

Our Platinum Package ensures that your small business receives the accounting support it needs throughout the year. Not only can you leave your bookkeeping to us and save a significant amount of time and money, but we’ll make sure that you remain in compliance with all local, state, and federal tax laws. Finally, with our team in your corner, you’ll always have someone to turn to for accounting and financial advice.

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What Services Are Included In The Platinum Package?

The Platinum Package is not only our most comprehensive service plan; it’s one of the most comprehensive accounting and financial plans you’ll find here in Northern California. The following are some of the services you can expect:

Monthly General Ledger Maintenance
Monthly Financial Statements
Asset Depreciation Schedule Upkeep
Loan Amortization Schedule Upkeep
24-hour Access to a Secure Online Portal Hosting All of Your Financial Documentation
Audit & Notice Retainer to Ensure Professional Representation Should You Be Audited
Corporate & individual Tax & Year-End Compliance Assistance (Including Federal & State Returns & Personal Property Returns)

We discuss in detail with our Platinum Package clients the following:

Business Income Projection
Business Tax Projection
Individual Tax Projection
Operating Trends
Planned Asset Purchases
Tax Savings Strategies
Training Recommendations
Working Capital

Is The Platinum Package Right For You?

If you need assistance with bookkeeping to ensure tax compliance and savings and would like professional accounting and financial advice throughout the year, consider our Platinum Package. Find out if our Platinum Package suits your business’s needs in Redding, CA, by reaching out to us today.

Client Testimonials

Juli has been a pleasure to work with during a challenging season for our business. Her intelligence and strong tax knowledge are balanced by her professionalism and excellent communication skills, a combination rare among accountants. She listens well and demonstrates that she understands what is important to us as her clients, and even puts up with all of our annoying questions! She's a pleasure

When our non-profit was looking to expand and grow, we knew our financial situation needed to be assessed and overhauled. We feel so fortunate to have found J.R. Martin and Associates. Juli and her team have modernized our financial management, organized our books and provided us with a pathway for financial success. I don’t know where we would be without them.

Juli Martin and her team have been an absolute blessing to work with. Professional, proactive, knowledgeable, and also caring... the best combination in an accounting firm! Excellence in advice and state of the art technology. Above and beyond our expectations. I couldn't be more pleased."

J.R. Martin & Associates’ integrity, reliability, and quality service, for a variety of accounting services and ongoing needs, help me run my businesses with confidence. To them I am not just a client—I am a friend in the community.

I switched to Juli Martin and her team six years ago and must commend them for the outstanding work they consistently perform on my S-Corp. S-Corps bring specific challenges, and they meet those challenges with consistently updated knowledge of ever-changing tax laws and sound advice. Their expertise enables me to focus on the business' profitability instead of the rigors of general bookkeeping and accounting. I strongly encourage any company in need of an accounting firm to use JR Martin & Associates.

Since 2009 we have had the pleasure of working with Juli and her team, and I couldn't be more satisfied with their services. Their expertise along with their exceptional communication and attention to detail leave me with no doubt that our accounting and tax planning needs are being taken care of by true professionals.

I have had the privilege of working with Juli and her team at JR Martin for the last 10 years for our accounting needs. As a business owner, accuracy and efficiency is what I look for from an accountant. The service has been excellent and it saves me time to have an organized accounting firm. Juli stays on top of changes in the tax code and goes out of her way to ensure that we are taking advantage of all applicable deductions to ensure that we are not overpaying on taxes. The new accounting portal is an efficient and easy way to upload tax documents and to cooperatively follow the tax preparation process from beginning to end. I appreciate the efficient and professional approach to accounting that JR Martin provides. I would recommend JR Martin to my friends and colleagues.