Social Organizations | Social Entrepreneurs | Social Impact Investors
unique, proactive, and systematic approaches to...
- Strategic visioning and planning
- Financial planning and management, including audit and tax services
- Risk assessment and management
We specialize in serving:
- Social organizations
JZ CPAs’ unique Proactive Audit™ produces system integrity through reliable and timely audited financial statements at 50% of the cost of traditional audits. Internal controls are designed using the cloud, with sufficient segregation of duties and fraud prevention solutions, and are monitored throughout the fiscal year.
JZ CPAs Inc. is also authorized to audit Charter Schools:
The result: an auditing and tax preparation process that is a year-long commitment to review, celebration and continuous improvement.
- Socially conscious entrepreneurs
JZ CPAs offers organizational assessment and planning processes that focus on all aspects of the business, including leadership, human and financial resources, systems and procedures for operations, and strategic planning.
The result: a harmonious integration of all functions within the organization to enable the highest possible achievement.
- Socially conscious individuals and families
JZ CPAs conducts comprehensive financial planning for the future, including tax planning, that recognizes the need for identifying the personal values and hopes of the individual, creating goals and developing an investment strategy that meets and exceeds those goals.
The result: personally fulfilling and socially responsible wealth achievement that enables a much higher quality of life, optimism for the future, and sense of community participation and leadership.