Frequently asked questions

We’re based in McDonough, GA, just south of Atlanta. We serve clients nationally and work with business owners and government contractors across the country virtually.

Most CPA firms focus on compliance: tax prep, bookkeeping, and filing. We go further, combining CPA-level compliance with CFO-level financial strategy. We’re a financial operating partner, not just a tax preparer.

QuickBooks Online, QuickBooks Desktop, Xero, and NetSuite. For government contractors, we also have experience with Deltek, JAMIS, and other GovCon-specific accounting systems.

The best first step is a free Discovery Call: a 30-minute conversation where we learn about your business and recommend the right level of support.

Three core service tiers: Financial Foundations, Cash Flow & Profitability Advisory, and Strategic Growth & CFO Leadership: plus the Financial Readiness Membership, Financial Readiness Intensive, and separately scoped add-ons.

That’s what the Discovery Call is for. The right tier depends on your business complexity, advisory needs, and where you’re headed, not just your revenue.

The Discovery Call is free and diagnostic, the first step in our process. The Strategy Session is a paid, focused consultation ($595) where we analyze your biggest financial challenges and build a clear, actionable plan.

We offer both. The Financial Readiness Intensive is a fixed-term engagement. The Strategy Session is a standalone paid consultation. Core service tiers are ongoing monthly or annual engagements.

To access the client portal, email us at taxes@thejbeemethod.com and we’ll send you your portal link directly.

Yes. Multi-entity support is available and may require add-on scoping depending on complexity.

We don’t list full pricing because the right fee depends on your business complexity and scope. Pricing is discussed during the Discovery Call. The Strategy Session is $595. The Financial Readiness Membership is $197/month.

Our core service tiers are structured on monthly or annual contracts depending on the complexity of the engagement. The Financial Readiness Intensive is fixed-term. The Membership is month-to-month with no long-term commitment required.

We accept major payment methods including ACH and credit card. Details provided during onboarding.

Yes. GovCon financial strategy is one of our core specialties. We understand delayed payments, indirect rates, contract profitability, DCAA compliance, payroll timing pressure, and cash flow gaps.

Financial readiness assessment, indirect rate management guidance, WRAP rate calculations, chart of accounts setup (including allowable vs. unallowable cost classification), contract profitability analysis, cash flow forecasting, DCAA compliance readiness, tax planning for contractors, and CFO-level advisory.

We primarily work with service-based federal contractors (including WOSB, 8(a), SDVOSB, and HUBZone-certified businesses) at various stages of growth.

We can assess your current financial systems for compliance readiness and identify gaps. For formal DCAA audits or audit defense, we’ll discuss the right level of support during your engagement.

Possibly. Early-stage contractors may be a great fit for the Financial Readiness Membership or Intensive. The Discovery Call will help us determine the right starting point.

Yes. Tax preparation is included in our Financial Foundations tier and available as an add-on for Membership members through our Annual Tax & Financial Readiness Review.

Yes. We prepare personal tax returns for our business clients as an additional service. This is discussed and confirmed during onboarding.

Yes. Historical cleanup and catch-up work is available as a separately scoped add-on.

Payroll support is available as a separately scoped add-on. Pricing depends on complexity, number of employees, frequency, and software.

Notice response and representation may be available depending on the nature of the notice and your current engagement level. Contact us directly to assess the situation.

A free CPA-led training session for business owners and government contractors struggling with cash flow, even when revenue is strong.

Primarily for government contractors and growing business owners who are generating revenue but still feeling financially stressed.

Yes. No cost, no obligation. It’s financial education, not a sales pitch.

No. The training is educational. At the end we’ll share how The JBee Method™ can support you further, but there’s no pressure and no obligation.