Our Main Services
At JR Wright Business Advisory, we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships.
All of these attributes support our objective of helping you reach your organizational goals.
We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.
A detailed listing of the services we provide is set out below.
Take a look at what we have to offer and how we can help you or your business.
BPO Services
Bookkeeping
Precise daily financial recording and reconciliations that keep your business organized and audit-ready.
Accounting
Clear monthly reporting, financial oversight, and analysis to help you make informed decisions with confidence.
Auditing
Independent evaluations that strengthen compliance, identify risks, and improve overall operational performance.
Tax Preparation
Accurate, timely filing and documentation support to keep your business compliant year-round.
Virtual Assistance
Flexible administrative support that boosts productivity and streamlines your daily operations.
IT Services
Dependable technology support, system maintenance, and cybersecurity assistance to keep your business running smoothly.
Other Services Offered
Non Attest Audit Services
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Risk Management
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Financial Management
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Quality Control
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Other Services Offered
401(K)
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Incorporation
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Excise Tax
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Business Tax
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States & Local Taxes
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Bookkeeping Service
Our outsourced bookkeeping services provide accurate, timely, and organized financial records—ensuring your business always has a clear financial picture. JR Wright’s team handles day-to-day transaction recording, bank reconciliation, expense tracking, and financial documentation with precision and reliability.
With decades of financial advisory experience, we combine best-practice accounting processes with modern cloud tools to deliver dependable bookkeeping support that keeps your business running smoothly.
Key benefits:
Accurate daily financial tracking
Improved record organization and transparency
Reduced administrative workload
Scalable support as your business grows
Accounting Service
JR Wright offers full-service outsourced accounting solutions tailored to the needs of small and medium-sized businesses. Our experienced professionals manage monthly financial reporting, general ledger maintenance, budgeting support, and financial analysis—all with an emphasis on clarity, compliance, and operational efficiency.
Whether you need ongoing accounting support or help stabilizing your financial operations, our BPO team ensures your business has the financial insight needed to make confident decisions.
Key benefits:
Clear, actionable monthly financial reports
Strengthened internal controls
Consistency and accuracy in financial operations
Lower cost vs. hiring full-time accounting staff
Auditing Services
Our outsourced auditing services provide independent, objective evaluation of your financial and operational processes. With a strong foundation in performance auditing, internal controls, and risk management, JR Wright ensures your organization remains compliant, efficient, and ready for regulatory or stakeholder review.
We offer internal audits, compliance audits, procedural audits, and operational reviews—all designed to identify gaps, reduce risk, and improve performance.
Key benefits:
Strengthened governance and compliance
Identification of control gaps and process inefficiencies
Support for regulatory or board-level audit requirements
Expert auditors with 35+ years of advisory experience
Tax Preparation Services
Get reliable, accurate, and compliant tax preparation through our outsourced tax support team.
JR Wright specializes in preparing federal, state, and local business tax filings, ensuring proper documentation, timely submissions, and adherence to tax regulations.
We simplify the tax process so your organization can focus on operations—not on complex paperwork.
Key benefits:
Stress-free, on-time filings
Reduced risk of errors and penalties
Expertise across multiple business tax types
Year-round tax planning support available
Virtual Assistance Services
JR Wright’s virtual assistants provide professional, flexible administrative support—perfect for growing companies that need reliable help without the cost of full-time staffing.
Our VAs handle scheduling, email management, data entry, customer support, research, and other administrative tasks with efficiency and confidentiality.
Whether you need one VA or a full team, our outsourcing model ensures dependable support tailored to your workflow.
Key benefits:
Reduced administrative burden for your team
Affordable, scalable staffing
Improved productivity and process efficiency
Trained professionals ready to support your operations
IT Services
Our outsourced IT services help businesses maintain secure, modern, and efficient technology environments. JR Wright provides technical support, system monitoring, software management, data backup, cybersecurity support, and IT infrastructure assistance allowing your business to operate without interruption.
With a focus on reliability and security, our IT BPO team ensures your systems stay running, protected, and optimized.
Key benefits:
Improved system uptime and performance
Enhanced cybersecurity and data protection
Cost-effective, expert IT support without in-house hiring
Ongoing maintenance and rapid issue resolution
Non Attest Audit Services
Audits can be difficult, and passing an audit without any findings can be even more difficult. Working with JR Wright Business Advisory before your audit can make the process much easier and will save you money and a headache when your audit rolls around. Our services can also strengthen your organization’s business processes and help you achieve your goals!
Pre-Audit Consulting
Accounting Information System Review
Accounting Information System Review consists of evaluating the implementation of internal controls in the accounting information system. This also checks if effective financial controls are established to adequately protect the assets against fraud while complying with the company’s internal policies and procedures.
Debt Covenants Breach Analysis
Debt Covenants Breach Analysis consists of understanding and assessing the risk of breaching debt covenants.
Sarbanes-Oxley Readiness Assessment
Sarbanes-Oxley Readiness Assessment consists of building a sustainable, comprehensive internal control environment sufficient to comply with the section 404 of the Sarbanes-Oxley act of 2002.
Performance Audit
Performance Auditing
Performance Auditing consists of an independent examination of a program, function, operation or the management systems and procedures of a governmental or non-profit entity. This is to assess whether the entity is achieving economy, efficiency and effectiveness in the employment of available resources.
Monthly Performance Monitoring
Monthly Performance Monitoring consists of checking the companies financial standing every month through a wide range of “performance indicators” to ensure that appropriate and timely decisions and plans can be made.
Board Effectiveness / Trustee Governance Review
Board Effectiveness / Trustee Governance Review consists of assessing the effectiveness of the governance framework in formalizing strategic leadership and executive decision making arrangements for the organization.
Compliance Training
Compliance training consists of educating employees (such as boards, committees and responsible managers) on laws, regulations and company policies that apply to their day-to-day job responsibilities. This is to avoid and detect violations by employees that could lead to legal liability for the organization.
Audit Support Services
Audit Planning
We will identify the steps needed to take in your audit, determine misstatement materiality, perform risk assessment procedures, including fraud risk and IT controls risk, and determine single audit status.
Depreciation Schedule
We will develop a straight line depreciation schedule for your properties, equipment furniture and all other fixed assets that would be subject to depreciation.
Debt Repayment Evaluation
Debt Repayment Evaluation consists of showing debt repayment capability, given different repayment options and different organization conditions.
Fraud Prevention Plan
Fraud Prevention Plan consists of providing early detection of fraud, investigation of fraud and special initiatives to minimize its negative impact of fraud.
Risk Advisory Services
Business risk describes the potential that the viability and financial health of your company can be damaged by providing poor service, a defective product, or involvement in litigation. At JR Wright Business advisory we realize that managing these risks is an essential part of reaching your business goals. Our risk management services are proven to eliminate or reduce those risks to an acceptable level.
GOVERNANCE AND COMPLIANCE
Risk Tolerance Determination
Risk Tolerance Determination consists of identifying the extent to which the organization is prepared to experience losses or opportunity costs in the effort to achieve organizational objectives.
Unrelated organization Income Tax (UBIT)Analysis
Unrelated organization Income Tax (UBIT)Analysis consists of evaluating income coming from trade or organization that is regularly carried on and not substantially related to the charitable, educational, or other purpose that is the basis of the organization’s exemption
Governance Operating Model Development
Governance Operating Model Development consists of designing and implementing the governance and compliance structure that may assist the board and management in fulfilling their governance roles.
Executive Remuneration Schemes Calibration
Executive Remuneration Schemes Calibration consists of critical review in the existing executive compensation plans to seek more transparent compensation processes.
Advanced Sensitivity Analysis
Advanced Sensitivity Analysis consists of determining how programed performance is affected by the changes in assumptions using advanced modeling and simulation techniques (often used for testing computer systems and IT scenarios).
Risk Management Benchmarking
Risk Management Benchmarking consists of evaluating an organization’s current approach to risk management against global and industry peer groups.
Risk Management Evaluation
Risk Management Evaluation consists of assessing the most appropriate strategy for managing risk to minimize, monitor, and control the probability and/or impact of unfortunate events.
Risk Management Culture Evaluation
Risk Management Culture Evaluation consists of assessing the risk management culture and how it may be improved and sustained within the organization.
Enterprise Risk Framework Review
Enterprise Risk Framework Review consists of complex risk framing, decision analysis and diagnostic review of an organization’s risk frameworks.
Risk Identification
Risk Identification consists of identifying key risks impacting the execution of the organization plan and assessing the effectiveness of overall risk management.
Risk Quantification
Risk Quantification consists of improving the quantification and measurement of risks, risk probability and its impact.
Risk Analysis
Risk Analysis refers to the assessment of uncertainty about forecasted future cash flows streams, variance of portfolio/stock returns, statistical analysis to determine the probability of a program’s success or failure, and possible future economic states.
Insurance Needs Analysis
Insurance needs analysis consists of reviewing the insurance and self insurance strategies through risk finance and insurance assessments.
Post Incident Review
Post Incident Review consists of evaluating what happened and why after every major incident. This helps to reduce the probability of recurrence and improve response activities
INFORMATION TECHNOLOGY AND REVIEW
Database Security Controls Review
Database Security Controls Review consist of evaluating the information security controls implemented by an organization. Database Security Controls protect databases (potentially including the data, the database applications or stored functions, the database systems, the database servers and the associated network links) against compromises of their confidentiality, integrity and availability.
IT General Controls Review
IT General Controls Review consists of gaining an overall impression of the controls that are present in the environment surrounding the information systems. These include the organizational and administrative structure of the IS function, the existence of policies and procedures for the day-to-day operations, availability of staff and their skills and the overall control environment.
IT Application Controls Review
IT Application Controls Review consists of evaluating the subset of internal controls that relate to an application system and the information managed by that application. These include manual and automated activities that ensure that information conforms to certain criteria as business requirements. These criteria are effectiveness, efficiency, confidentiality, integrity, availability, compliance and reliability.
INFORMATION TECHNOLOGY AND REVIEW
Information Technology (IT) Audit
Information Technology (IT) Audit consists of an examination of the management controls within an Information technology (IT) infrastructure. The evaluation of obtained evidence determines if the information systems are safeguarding assets, maintaining data integrity, and operating effectively to achieve the organization’s goals or objectives.
Continuous Control Monitoring (CCM)
Continuous Control Monitoring (CCM) consists of repeatable process which supports continuous control or fraud monitoring initiatives.
Infrastructure Security Review
Infrastructure Security Review consists of exploring the weaknesses in the design, implementation and configuration of an organization’s networks as well as servers. This ensures that enough security controls are enabled to fully protect the information assets.
Pre and Post Implementation Systems Reviews
Pre and Post Implementation System Review refers to evaluating whether program objectives were met, determining how effectively the program was run and learning lessons for the future. This is to ensure that the organization gets the greatest possible benefit from the program.
Financial Management
Managing your finances can be a complicated, overwhelming task. JR Wright has experience and knowledge in all the aspects of financial management. Our team of experts can customize our services to fit your needs. We provide assistance to individuals, families, and organizations with developing financial goals, measuring performance and generating reporting that will help you make better decisions to improve the financial health of your household or business organization.
BUSINESS ADVISORY
Activity Based Costing
Activity Based Costing consists of providing professional advice about reducing and controlling costs while still creating a quality product or service
Chart of Accounts Design and Re-design
Chart of Accounts Design and Re-design consists of unlocking the value of the chart of accounts to have better insight into the company’s performance. This will provide a better understanding of financial health by articulating the accounts that define each class of items for which money is spent or received, and by organizing finances and segregating expenditures, revenues, assets and liabilities.
Benchmarking Assistance
Benchmarking Assistance consists of providing support in gathering information about good management and business practice which help top management set objectives, prioritize areas for development and, if necessary, change working methods.
Enhanced Payroll Audit
Enhanced Payroll Audit consists of electronically evaluating the internal controls governing the payroll processes to ensure that payroll is properly calculated and reported according to applicable payroll policy and regulations
Business Assurance Services Audit
Business Assurance Services Audit consists of providing independent and professional opinions that reduce information risk (risk from incorrect information). Its goal is to improve the quality of information or the context of information so that decision makers can make more informed, and presumably better decisions.
Budgeted Profit & Loss and Balance Sheet
Budgeted Profit & Loss and Balance Sheet consists of the preparation and determination of planned values for the general ledger accounts and accordingly draw budgeted financial statements that will be used in making economic decisions.
Business Needs Analysis
Business Needs Analysis consists of identifying business needs and determining solutions to business problems such as software-systems development components, process improvement, organizational change or strategic planning and policy development.
Business Structure Evaluation
Business Structure Evaluation consists of evaluating the advantages and disadvantages in choosing the business structure (such as sole proprietorship, partnership, corporation, limited liability company, limited liability partnership & others) that most closely matches your business’ needs.
Cash Flow Cycle Preparation
Cash Flow Cycle Preparation consists of preparing and determining how much cash comes in and goes out of the company over a specific period. This is where it is shown how the balance sheet and income accounts affect the cash and cash equivalents of the company.
Cash Flow Update
Cash Flow Update consists of helping business owners effectively read the cash flow statement and understand the relationship between individual components of financial statements (balance sheet, income statement and others).
Buy vs. Lease Analysis
Buy vs. Lease Analysis consists of providing professional advice in making an effective and efficient economic decision whether a company should lease or buy a piece of equipment for its operations.
Financing Proposal
Financing Proposal consists of presenting the financial status and structure of the organization through a formal proposal to financial institutions, venture capital firms or other forms of invested capital for purposes of expansion of major capital improvements.
Government Grants Assistance
Government Grants Assistance consists of consulting with an organization in finding support, grant writing and loans from all levels of government.
Lease Review/ Contracts
Lease Review/ Contracts consists of helping an organization achieve its specific and business objectives through reviewing the commercial lease contracts in an economical and efficient way.
Management Information System
Management Information System consists of establishing a computerized database of financial information organized and programmed in such a way that it produces regular reports on operations for every level of management in a company.
Merger/Acquisitions Advisory
Merger/Acquisitions Advisory consists of general strategic and transaction-specific advice regarding insurance mergers, acquisitions, divestitures and privatizations.
Procedure Manuals
Procedure Manuals consists of providing formalized processes and procedures to set benchmark how to things the right way covering the different areas of the company and improve the efficiency, effectiveness and consistency of how the company should operate.
Inventory Management
Inventory Management consists of offering more effective and efficient practice in overseeing and controlling of the ordering, storage and use of components that a company uses in the production of the items it sells.
Trend Analysis
Trend Analysis consists of comparing business data over time to identify any consistent results or trends which can be used to develop strategies that responds to these trends in line with the company’s business goals.
Variance Analysis/ Exception Reporting
Variance Analysis/ Exception Reporting consists of investigating deviations in financial performance from the standards defined in organizational budgets. This analysis establishes a proactive approach in setting performance benchmarks and facilitates responsibility accounting.
Working Capital Management
Working Capital Management consists of assisting the company in establishing its managerial accounting strategy designed to monitor and utilize the two components of working capital (current assets and current liabilities) to ensure the most financially efficient operation of the company
HR Issues
HR Issues consists of the determination of discrepancies related in measuring the value of human resources that will furnish cost value information for making proper and effective management decisions about acquiring, allocating, developing, and maintaining human resources.
IT Software Selection & Implementation
IT Software Selection & Implementation consists of defining business goals and technology needs to design a roadmap that outlines the technical requirements , resource skills needed, timelines and budgets. This roadmap can help meet the organization’s strategic goals and business objectives by streamlining operations and eliminating process inefficiencies.
IT Software Training
IT Software Training consists of giving walkthrough tutorials to company accountants regarding the common accounting softwares which can help them boost their accounting skills
BUSINESS IMPROVEMENT
Development & Implementation of Business Systems and Processes
Development & implementation of business systems and processes consists of assisting on improving corporate performance by managing and optimizing a company’s business processes that can impact the cost and revenue generation of an organization.
Conversion from ‘Hard Drive’ Accounting to ‘Cloud’ Accounting System
Conversion from ‘hard drive’ Accounting system to ‘cloud’ Accounting system consists of running the business from the cloud with accounting softwares where data automatically syncs across devices.
How to Read Profit & Loss Statement
How to read Profit & Loss Statement consists of providing a simple guide to effectively read and understand the profit and loss statement to business owners in knowing what is happening to the business and improve their business.
Mentoring
Mentoring consists of providing personalized one-on-one advice to guide business owners in making difficult decisions geared toward improving the business and achieving higher levels of performance.
Outsource CFO Services
Outsourced Chief Financial Officer consists of providing assistance in improving the financial operations and decision making ability without hiring additional staff. We give customized short- and long-term finance and accounting services for different types of industry.
Strategic Planning
Strategic planning consists of setting priorities, focusing energy and resources and strengthening operations. This ensures that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization’s direction in response to a changing environment.
Cash Management
Cash Management consists of assisting an organization in managing the cash balances of a company by maximizing the availability of cash not invested in fixed assets or inventories and to do so in such a way as to avoid the risk of insolvency
Cash-Flow Forecasting and Budgeting
Cash-flow forecasting a budgeting consists of establishing well-planned and proactive cash flow management to ensure a company’s health growth and business expansion. This is done through predicting cash inflows and future financial liquidity and allocating cash outflows for a specific time period.
Financial Independence Analysis
Financial independence analysis consists of delivering integrated and robust solutions in doing estimates on an annualized basis of a company’s development of net worth and how the net worth will be impacted by the decisions made by choice or necessity.
Debt Refinancing and Consolidation Analysis
Debt refinancing and consolidation analysis consists of providing professional advice in addressing high consumer debt through repaying by a new loan which can secure a lower overall interest rate to the entire debt load and provide the convenience of servicing only one loan.
Applications for Funding
Applications for funding consists of providing assistance in the preparation of grant proposal budget for NPOs and organize the budget easy to read and understand in a way that it will make an excellent impression to the grant reviewer.
Financial Management
Managing your finances can be a complicated, overwhelming task. JR Wright has experience and knowledge in all the aspects of financial management. Our team of experts can customize our services to fit your needs. We provide assistance to individuals, families, and organizations with developing financial goals, measuring performance and generating reporting that will help you make better decisions to improve the financial health of your household or business organization.
INVESTMENT MANAGEMENT
Asset Protection
Asset Protection consists of methods available to protect assets from liabilities by we organize the financial affairs in such a manner that assets are safeguarded from the risk of exposure
Debt Restructure
Debt Restructure consists of allowing a private or public company, or a sovereign entity facing cash flow problems and financial distress to reduce and renegotiate its delinquent debts in order to improve or restore liquidity so that it can continue its operations.
Financial Review
Financial Review consists of performing procedures more heavily concentrated in areas where there are enhanced risks of misstatement which is necessary to provide a reasonable basis for obtaining limited assurance.
Investment strategy-review and analysis
Investment strategy-review and analysis consists of establishing a comprehensive guide in making a systematic plan to portfolio selection, monitoring and optimization of funds while taking into account factors such as economic trends, inflation and interest rates.
Real estate-Free acquisition analysis
Real Estate-Free Acquisition Analysis consists of providing the clients a structure in analyzing a contemplated transaction regarding the inspection and investigation of real property, personal property or a business entity before a buyer makes the final decision whether to consummate an acquisition, merger, or loan transaction.
Investment Policy Statement Design and Monitoring
Investment Policy Statement Design and Monitoring consists of managing the framework for selecting criteria when selecting, monitoring and replacing plan investments to guide the decision-making process in a clear and prudent manner. Thus, leading to outcomes that align with a client’s long-term investment objectives.
Portfolio management
Portfolio management consists of tailor made professional service offered to cater in making decisions about investment mix and policy, asset allocation and balancing risk against performance that suits the various investments objectives of different investor classes.
Quality Control
A quality control system is a set of policies designed to achieve the business’s objectives, along with the procedures your company implements to comply with those policies. Its purpose is to give you and your company’s stakeholders confidence that your team is acting in accordance with the professional, ethical, and legal standards of your industry and that performance meets the company’s standards. JR Wright Business Advisory can provide the right tools for you to enhance your quality control systems.
QUALITY CONTROL
Infrastructure Security Review
Infrastructure Security Review consists of exploring the weaknesses in the design, implementation and configuration of an organization’s networks as well as servers. This ensures that enough security controls are enabled to fully protect the information assets.
Pre and Post Implementation Systems Reviews
Debt Restructure consists of allowing a private or public company, or a sovereign entity facing cash flow problems and financial distress to reduce and renegotiate its delinquent debts in order to improve or restore liquidity so that it can continue its operations.
Business Process Controls Review
Business Process Control Review consists of evaluating an organization’s current practices, which is done through a thorough analysis of its people, process, and technology.
Quality Assurance Plan
Quality Assurance Plan consists of developing a set of documented activities meant to ensure that customers are satisfied with the goods or services an organization provides. This plan prevents mistakes or defects in manufactured products and avoids problems when delivering solutions or services to customers.
Key Performance Indicators (KPI) Establishment
Key Performance Indicators (KPI) Establishment consists of providing mechanism for measuring and evaluating the defined factors to evaluate progress or impact.
Key Performance Indicators (KPI) Analysis
Key Performance Indicators (KPI) Analytics refers to evaluating the data, determining root cause, highlighting top performers and identifying organizational weaknesses.
Key Performance Indicators (KPI) Reporting
Business Process Control Review consists of evaluating an organization’s current practices, which is done through a thorough analysis of its people, process, and technology.
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Quality Assurance Plan consists of developing a set of documented activities meant to ensure that customers are satisfied with the goods or services an organization provides. This plan prevents mistakes or defects in manufactured products and avoids problems when delivering solutions or services to customers.
Program Management
Program Management consists of assisting the organization in initiating, planning, executing and achieving specific goals within the given constraints.
Financial Due Diligence
Financial Due Diligence consists of evaluating the entire set of financial statements and identifying cost saving opportunities that is beneficial to the organization.
Risk Analysis
Risk Analysis refers to the assessment of uncertainty about forecasted future cash flows streams, variance of portfolio/stock returns, statistical analysis to determine the probability of a program’s success or failure, and possible future economic states.
Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis
Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis consists of identifying the internal (Strengths and Weaknesses) and external (Opportunities and Threats) factors which can be used to effectively build an organization’s strategic plan.
Performance measurement
Performance measurement consists of analyzing how well organizations are managed and measure the value they deliver for customers and other stakeholders.
BUSINESS INTELLIGENCE AND ANALYTICS
Suspicious Transactions Analysis
Suspicious Transactions Analysis consists of assessing organization transactions, in particularly high risk organization functions (such as payroll, accounts payable and expenses) for indicators of fraud.
Process Control Enhancement
Process Control Enhancement consists of searching through data to determine anomalous transactions which require further examination across core financial processes, (including accounts payable, payroll, accounts receivable and manual journal processes).
Spend Analysis
Spend Analysis consists of assisting organizations with quickly evaluating expenditure patterns in their procurement process and decrease procurement costs while improving the organization’s efficiency.
Procurement Enhancement
Procurement Enhancement consists of the identifying spending inefficiencies and possible of savings opportunities.
Revenue Assurance
Revenue Assurance consists of helping organizations to identify, quantify and recapture revenue leakages within their organization processes..