Let Us Assist You
ACCOUNTING SERVICES
We provide on-site, remote and off-site accounting services that are customized to meet our clients' needs. We visit our client's location to get the best understanding of their business. We are technologically sophisticated and support Sage, and traditional providers like Quickbooks and Quickbooks online.
FINANCIAL DUE DILIGENCE
Financial due diligence is the research done, before engaging in any legal or financial business transaction, that helps minimize potential risks. It is used to validate material facts that are relevant and important to a transaction. Everyone should conduct financial due diligence, which is why we make it a priority. Here at JM Hartmann & Co., we have the tools and experience necessary to prioritize and perform financial due diligence.
TAX PLANNING & PREPARATION
Taxes are the largest cost to businesses and their owners. We have U.S., multi-state and international tax experience to meet your needs. We are masters at simplifying complexity and staying abreast of changes in the tax code.
FAMILY FINANCIAL ADVISOR
Our clients stay with us for the long haul. We have been privileged to work with multi-generational clients and provide assistance and support for a range of life transitions.
MERGERs & ACQUISITIONS
We have 33 years of experience working with mergers & acquisitions on projects of up to $60 million. Our projects have included selling to both public and private entities.
FINANCIAL BUSINESS DEVELOPMENT
We help our clients succeed by lending counsel and support in the following areas: as a CFO at large; serving as a trustee; helping establish lines of credit; and facilitating business sales.
“The pen is mightier than the sword, but is no match for the accountant.”