Precision Bookkeeping & Financial Intelligence
Actionable Financial Intelligence
As an Enrolled Agent, I deliver precision in your books and actionable financial intelligence—empowering smarter decisions, sustainable growth, and the freedom to focus on what matters most.
Let me handle the financials so you can focus on the things that matter most to you.
Precision Bookkeeping & Reconciliation
Meticulous isn’t just a habit—it’s my standard. Every transaction is coded with care, every account reconciled without exception, and every set of books undergoes a rigorous internal review before reports are delivered. The result? Financial records so precise they set the benchmark for excellence.
Timely Financial Reporting & Insight
Clarity should never be delayed. Your financial reports arrive each month or quarter with clockwork consistency, ensuring you always have fresh, accurate data at your fingertips to guide smarter decisions.
Proactive Advisory & Tax-Ready Books
I go beyond reporting. With the expertise of an Enrolled Agent, your books are kept tax-ready and compliant, while I monitor trends, cash flow, and emerging opportunities to deliver proactive recommendations that drive sustainable growth.
Bundle & Save
I bring your accounting and tax services together at JPBS so you can enjoy true efficiency. With my focus on year-round precision, I transform tax time from a headache into a seamless process that keeps more money in your pocket.
More Than Bookkeeping: A Partnership
I blend precision, insight, and partnership into a seamless experience—removing complexity so you can focus on growth with confidence.
Compliance Without Compromise
I ensure your records remain pristine, compliant, and ready to file. By working directly with me, you avoid last-minute stress and costly surprises, enjoying an effortless preparation process instead.
Intelligence That Drives Decisions
Numbers tell a story—and I make sure you understand it. Through regular financial reviews and actionable recommendations, I transform your data into clarity, empowering you to make smarter, more confident decisions.
Proactive Communication
Transparency is my standard. With timely updates, swift responses, and clear next steps, you’ll never wonder where things stand—I keep you informed every step of the way.
Support That Grows With You
Whether you’re a solopreneur or scaling a fast-growing team, my services evolve alongside your business. I ensure you always have the right level of expertise and support exactly when you need it.
Kimberly Doerr
If you’re looking for a CPA who truly knows tax law and will go the extra mile, I cannot recommend Drew Jacobsen enough. After my previous bookkeeper made a serious error by recording our business income twice, it made it appear as though we had significantly more profit than we actually did dramatically increasing our tax liability. Drew immediately recognized the...
Schuyler Parnes
Drew helped me with taxes this year and was so helpful in the process. Not only got my taxes done quick and effectively, he has also helped me with a plan going into this current year. Look forward to continue working with him!
Awesome REALTOR
Drew is by far the best tax preparer and bookkeeper that I've ever had the privilege of working with. His communication is A+. His knowledge about tax code is even better. I would highly recommend Drew for any of your bookkeeping or tax preparation needs.
Nathan McGill
Working with Drew is one of the most streamlined experiences imI have ever had with filing taxes. His website is super easy to work through to input the information needed and everything is in very simple steps. I will only continue to use him for my taxes!
Isabel Dorta
Drew is AMAZING!!! He made filing my taxes super easy, stress-free, and honestly kind of fun because he explained everything so clearly (and I asked a lot of questions 😅). I’m not great with numbers, but he walked me through everything with so much patience!!! And the best part? Everything was done virtually through a secure link since he is a...