JSMH Consulting: CPA and Financial Planning Firm
The strategic financial partner you will not outgrow.
From building solid foundations to growing multi-generational wealth, we’re in it for the long run alongside our clients as a trusted, thorough, and collaborative partner.
Who We Work With
All of our clients have one thing in common
They’re serious about making moves for their financial futures. We work with people like:
Entrepreneurs & Startups
The go-getters & founders building their dream and dream business and folks just kicking off their startup.
Business Owners & Executives
The busy business owners, leaders, and people running the show from CEOs to industry veterans.
High Net Worth Families
The families building a serious legacy, with big financial goals, and achievers ready for the next chapter.
Referral Partners
The trusted colleagues, professional friends, and partners who share our vision and client service.
What We're About
You deserve an advisor who won't retire before you do.
JSMH Consulting is a practice designed to be a growth-minded resource for clients. This means:
Accessible Expertise
Having spent over 18 years in top accounting and multi-family office advisory firms, we bring the expertise of a large firm at a more accessible, affordable rate. The result? A clear, forward-looking financial roadmap designed to support you for generations to come.
Holistic Planning & Strategic Thinking
More than tax compliance or consulting, we focus on the big picture, the whole pie if you will: net worth, cash flow, financial and debt planning. We meticulously structure how cash and equity compensation, restricted stock, retirement goals, and estate plans fit together for maximum efficiency. In our view, our relationship is a long-term partnership with continued collaboration.
Full Peace of Mind
Our goal is to ensure you’re comfortable and secure. To us, we believe in continuous conversation, not a once-a-year scramble. That’s why we provide proactive, personalized guidance and check-ins to ensure your financial life evolves smoothly as your life and business change.
If this sounds like your cup of coffee, let’s schedule a coffee break and talk finance.
For all inquiries, please feel free to reach out at: