Business Details
Your Trusted Partner for Accounting Solutions in Washington, DC
JFW Accounting Services is a full-service virtual accounting and advisory firm specializing in nonprofits and small businesses. Our mission is to provide optimal client advisory accounting services that save clients money, connect them to executive-level experts, and ensure compliance with local, state, and federal tax laws. As a trusted partner, we operate as an extension of your team, helping you make valuable management decisions based on accurate financial reporting and robust industry knowledge. Our team of certified professionals offers outsourced accounting, bookkeeping, virtual CFO services, and audit preparation, leveraging cutting-edge technology like Sage Intacct to automate critical financial processes.We work with clients across the United States and hold certifications such as MBE/DBE/SBE in Maryland. Our holistic approach begins with a client assessment to understand your financial health, existing systems, and goals, followed by a tailored action plan. We pride ourselves on exceptional customer service, individualized strategies, and decades of experience in accounting, ensuring long-term partnerships built on trust and expertise.
Services
Small Business Accounting
Nonprofit Accounting
Sage Intacct Services
Virtual CFO Services
Audit Preparation
Bookkeeping
Payroll Services
Client Advisory Services
Financial Reporting
Budget Monitoring
Highlights and features
- Our team includes certified CPAs with decades of nonprofit and small business expertise.
- We offer customized accounting solutions tailored to your organization's unique needs.
- We utilize cutting-edge technology like Sage Intacct for automated financial processes.
- We provide 24/7 client support and transparent communication.
- Our founder holds advanced degrees in accounting and business administration.
Associations and certifications
- CPA (Certified Public Accountant)
- CGMA (Chartered Global Management Accountant)
- Sage Intacct Accounting and Implementation Specialist
- QuickBooks ProAdvisor
- AICPA Not-for-Profit Certificate II
- Standard for Excellence Licensed Consultant
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- Greater Washington Society of Certified Public Accountants (GWSCPA)
What people say
Valuable resource
Excellent experience
Trusted partners
Responsive and knowledgeable
Tremendous asset
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and tax compliance. Our services ensure accurate records, strategic financial planning, and scalable support tailored to your growth needs. By automating processes with Sage Intacct, we help you focus on core operations while maintaining financial clarity.
Nonprofit Accounting
Specialized accounting for nonprofits, including grant management, compliance with IRS regulations, and Statement of Functional Expenses preparation. We ensure tax-exempt status preservation, donor accountability, and streamlined reporting, empowering organizations to achieve their missions with financial confidence and transparency.
Virtual CFO Services
Cost-effective outsourced CFO solutions offering strategic financial guidance, budgeting, and cash flow management. Our experts provide market analysis, profitability insights, and decision-making support to drive sustainable growth for businesses and nonprofits without the expense of an in-house executive.
Sage Intacct Implementation
We deploy and optimize Sage Intacct accounting software tailored to your organization's needs. This cloud-based platform enhances financial reporting, automates workflows, and integrates with tools like Salesforce, improving efficiency and real-time data access for informed decision-making.
Audit Preparation
Comprehensive audit support for nonprofits and businesses, including regulatory compliance checks and documentation organization. We identify potential issues, ensure adherence to standards like OMB Super Circular, and prepare work papers to streamline external audits and reduce compliance risks.
People
Jo-Anne Williams-Barnes
Founder & CEO
Certified Public Accountant with an MSA and MBA, Jo-Anne has decades of experience in nonprofit and business accounting. She holds Sage Intacct and QuickBooks certifications and leads JFW with a focus on strategic advisory and client-centric solutions.
Tyria Hall
Small Business Accounting Coordinator
Manages accounting coordination for small businesses, ensuring accurate financial processes and client support. Tyria brings expertise in daily accounting operations and client relations.
Lesley Tweedie
Director of Technology & Client Services
Oversees technology integration and client service delivery, leveraging advanced accounting systems to enhance efficiency and client satisfaction. Lesley ensures seamless implementation of tools like Sage Intacct.
Heather Aucoin
Accounting Manager
Manages accounting operations with a focus on precision and compliance. Heather supports clients with financial reporting, payroll processing, and system maintenance to ensure operational excellence.
Janet Grant
Director of Accounting
Leads accounting strategy and team oversight, ensuring high standards in financial management. Janet specializes in audit preparation, tax compliance, and nonprofit accounting best practices.
Questions
What accounting services do you offer for nonprofits?
We provide bookkeeping, grant compliance, audit preparation, and IRS reporting (Form 990) tailored to nonprofit needs.
Can you help small businesses with payroll processing?
Yes, we handle bi-weekly, semi-monthly, and monthly payroll, including tax filings and compliance.
Do you support clients outside Washington, DC?
We work with clients nationwide, offering virtual services to nonprofits and businesses across the U.S.
What is your approach to client onboarding?
We start with a Client Assessment to understand your financial health and goals, then create a customized action plan.
How do you use Sage Intacct for accounting?
We implement Sage Intacct for automated reporting, real-time data access, and integration with tools like Salesforce and Expensify.
What certifications do your accountants hold?
Our team includes CPAs, CGMAs, Sage Intacct specialists, and QuickBooks ProAdvisors with nonprofit expertise.
