It’s time to love your small business again.

I specialize in aligning your purpose with your profit. I help small business owners build purpose-driven companies that are a joy to run. What’s my secret?

  • 26 years of accounting, business systems and tax expertise

  • I focus on the big picture and your long-term goals

  • I help you optimize your whole business for maximum profitability with your vision and goals as the guide

  • Coaching and consulting to ensure your team fully supports you

My Pledge to You

As your business optimization and transformation partner, I’m committed to helping you make your financial goals a reality.

Our Business Transformation Services

Quickbooks Online Help

  • Custom Design, Set Up and Training

  • Optimize Your Tech Stack

  • DCAA Compliant Quickbooks Set-up

  • Quickbooks Set-up for Real Estate Investors

  • Quickbooks Desktop to Online Conversions

Accounting Support

  • Accounting Catch-up

  • Data Entry & Account Reconciliations

  • Budget Set-up

  • Profit First Accounting Set-up

  • Financial Analysis Deep Dives

Business Coaching

  • Align Your Purpose to Profit

  • Secure Your Financial Future

  • Optimize People, Processes & Systems

  • Build Your Dream Team

  • Love Your Business Again!

FutureView CPA Reviews

“Jennifer is more than simply, amazing. I went into our ProfitWise360 coaching sessions hoping for answers to issues I was having within my accounting firm and left with clarity and power. I could clearly see the goal of my firm and changed my processes to align with those goals instead of just "fixing" the immediate problem. During the change, the issues dissolved. Her service isn't just advice and telling you what to you, it's guiding you to take control of your business and design it to work for you instead of you working for it. Can't express my gratitude enough!! Highly recommend!”

— Jessica P., Enrolled Agent, FutureView CPA ProfitWise360 Client since 2023

“Our organization was fortunate to have found Jennifer through the Quickbooks recommended vendors utility. She played a critical role in our growth by effectively addressing our complex accounting needs and bridging the gaps in our internal capabilities. Jennifer's expertise and her team's support helped us navigate various challenges, including system implementations, DCAA audit compliance, and implementing healthy accounting practices. With her breadth of experience, Jennifer was able to cater to our specific requirements, such as multi-state filings, serving international customers, and managing T&M and FFP Federal and Commercial contracts.

Jennifer's contributions to our organization were exceptional, and I am grateful for her efforts in ensuring our success. I highly recommend her services to any business seeking expert accounting support and guidance.”

— Joshua W., Aerospace Engineer, FutureView CPA client since 2017

“Jennifer is an excellent CPA. She gets the job done, particularly with difficult and complex situations. She is very responsive and thorough.”

— Liz A., Tax Attorney, FutureView CPA strategic partner since 2012

“I've known Jennifer for the better part of a decade, and I cannot say enough positive things about her personally and professionally! She is extremely knowledgeable about business, accounting, tax, and organizational strategies, and a true professional. Jennifer is a joy to collaborate with and I wholeheartedly trust her and her team to take excellent care of my business owner and entrepreneurial clients.”

— Stephanie C., Certified Financial Planner, FutureView CPA strategic partner since 2014

“ASG has worked with Jennifer for over 15 years. She has found ways to save us money, fully benefit from tax regulations, and provide insightful advice as we grew our business. Her team is a reliable accounting partner to ASG and ensures we are on track and have the information we need to make sound financial decisions.”

— Bob C., IH Expert, FutureView CPA client since 2005

“What a team! Jennifer and her group of talented CPAs have helped catch me up on my GOVCON bookkeeping needs and tax prep and are NOW well on our way to the STRATEGY PHASE! Government contracting is a crazy business and a CPA that simply UNDERSTANDS is PRICELESS! Thanks so much!”

— William R., Federal Procurement Expert, FutureView CPA client since 2021

Learn more about how our proven ProfitWise360 Framework of Align+Secure+Optimize is at the core of all of the services we deliver.

Align Purpose to Profit

  • In professional services, the fastest way to burnout and the poorhouse is having a lack of alignment between the business owner’s vision, their team and their customers. We help business owners bridge this gap and tie purpose to profitable performance.

  • Are you running your business or is it running you?

    Are you teetering on the edge of burnout?

    Are cashflow worries keeping you up at night, affecting your health and relationships at home and work?

    How much of your day is spent putting out fires instead of working in your genius zone?

    Our alignment first strategies underpin every service we provide to get your business and team fully supporting you.

    It’s time to love your business again.

  • 1. Tax Strategy - based on long-term goals not short-term gains. When we really understand the vision you have for your life, we can recommend the best tax moves to help you achieve it.

  • ProfitWise360 Coaching - Alignment is the goal of every PW360 coaching engagement. A business with aligned stakeholders (owner, team, customers) will achieve remarkable results easier and faster.

    Alignment means everyone is working toward the same common goal and you are spending your time doing what you love.

    Tired of being frustrated at the end of the day? Let’s talk ASAP.

  • QBO Consulting - when we consult on the custom set up and configuration of a business system we focus on aligning the systems to give our clients the output they need to make quick, reliable and accurate business decisions. No cookie cutter configurations here!

Create Financial Security

  • To us and our customers, creating financial security is the whole reason we are in business. People naturally think of accountants as a source of help for tax and accounting, but we take it a step further by helping business owners stay relevant as desired employers, market leaders and viable investments that provide for a comfortable owner exit.

  • If you’re business is taking more from you than it is giving you, it’s time for a change. Through our unique service offerings and coach approach, we will partner with you to turn your business around, minimize your tax liability, maximize your retirement and build true wealth.

    You are not your business’s personal lender. Let’s start seeing some ROI that moves the needle!

  • Outsource the tasks that rob you of spending the max amount of time you can in your genius zone, like bookkeeping and payroll to amplify your value add in your business.

  • During the “Secure” phase (phase 2) of our ProfitWise360 business coaching, we focus on market relevance, value propositions, and making sure you’re allocating your resources to the products and services that bring you the most profit. This is where we also ensure your team has buy-in and you become an employer of choice in today’s competitive labor market.

  • One of our newest service offerings - IRS Red Flag Reviews - offer you peace of mind about your tax strategy. This service combines a red-flag review that replaces sketchy, high-risk strategies with proven, legitimate tax saving strategies. This ensures you stay on the IRS’s good side while still saving the maximum amount of tax.

Optimize Performance

  • Simply put - your business is an investment of your time, energy and money. Don’t waste all of your hard work trying to manage an ineffective team with cobbled together systems and unclear processes. Your company needs clear expectations, clear processes and to maximize the return on the investments you’ve made in technology, systems, marketing and people. The Optimize pillar of our proven ProfitWise360 framework is what truly sets our firm apart from other accounting firms. Click below to explore -

  • Have you ever considered how much your losing every day due to:
    (1) Ineffective team members

    (2) Inefficient processes

    (3) Rework and quality control problems

    (4) Putting out fires

    (5) Unclear targets

    (6) Unreliable systems

    (7) Not understanding your numbers

    (8) Employee Turnover

    (9) Weak company culture

    (10) Wrong people in the wrong seats doing the wrong things

    The list goes on…what would you add to it?

    Ready for a change? Contact us today - don’t wait - coaching spots are limited.

  • Remember, our three pillars? First, align, then secure, then optimize.

    We do these things in the right order so that we are not optimizing the wrong things. Why optimize an inefficient process? Why optimize marketing for an unprofitable product or service? We must get your team in alignment with you and your market. Then they have a North Star to always guide them in their autonomous decisions. After we nail down alignment, we turn to creating financial security by figuring out market relevance in the eyes of customers. Now we know what to sell, how to price it and how to market it. Finally, we can start optimizing the systems, people and processes to complete your business transformation.

  • We offer stand alone QBO services to optimize your tech stack. Our newest service is a one-time QBO App Scout - where we research the integrations that are available to enhance your QBO system and then create a recommendation report and deployment strategy. We are the app experts, let us handle the tinkering and report back to you our findings!

  • Another new service we offer starting in 2024 - we will automate your QuickBooks Online accounting system so that you spend a minimal amount of time entering and paying bills, doing payroll, reconciling accounts and invoicing customers. Technology is advancing at a rapid pace. We keep up with it so you don’t have to!

Are you ready for a purpose-driven, profitable company?

Let’s get started building your authentic and purposeful company.

I help you find clarity and confidence in your entrepreneurial journey. Experience the peace of mind from knowing your business is on the right track toward achieving your vision. You’ll have the metrics that show it. You’ll have an advisor to discuss it with.

With FutureView CPA, you've found more than a standard accounting or tax service. You've discovered a partner who is committed to transforming your business.

It’s time to love your business again.

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