Your Resource for Accounting and
Small Business Management Services
Your Adding Advantage offers a unique blend of business and bookkeeping experience designed to provide clients with tools and information critical to the operation of a successful business. I care about you and your business. You can count on me to proactively keep your best interests in mind, providing you with necessary information and guiding you to seek additional expertise if situations dictate. In addition to managing accurate and timely recording of your financial transactions, I go beyond "the numbers", customizing the most effective presentation of your data and partnering with you to make those numbers work for you. I consider the security of your financial information a top priority and provide all clients with 24/7 access to their financial information through a secure private file-sharing portal.
On this site, you will find information about my philosophy and services. I have also provided you with a variety of online resources. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. They are intended for reference only and are not intended to substitute for the guidance of a qualified professional.
Services
Small Business Accounting
- Bookkeeping
- Financial Statement Preparation
- Individual Consultation
- Review Services
Virtual CFO
- Cash Flow & Budgeting Analysis
- Year End
Additional Services
- Timekeeping Systems
- Expense Management Systems
System Evaluation, Set-Up, and Training
- Analysis
- Installation & Set-Up
- Personal Training
- Support
Full Service Payroll
- Payroll Processing
- New Hire Onboarding
- Tax Deposits & Reporting
- W2 & 1099 Preparation
- Ad Hoc Payroll Services
About Jan
Jan started her professional career in the advertising business in San Francisco. After 15 years in the agency business, she went on to work with various companies in marketing, inventory management, and event management. Jan brings all this experience and perspective to you in her role as your trusted advisor.
After completing the 66 hour H&R Block Basic Tax Preparation Course, Jan then spent several years working part time at a local tax firm to hone those skills. This experience enables her to interface most effectively with her clients’ tax preparers.
Jan is committed to accomplishing her clients’ goals as efficiently as possible but she is also a firm believer in the long term value of doing it right the first time. Everyone sleeps better and less time is spent going back, leaving more time for going forward!
Jan doesn’t always dream in Excel. Since she was recruited as a volunteer sea kayak guide by E.T.C. in 1990, she has led hiking and paddling trips in Alaska, her home state of California and throughout the U.S. As a Recreation Therapist, she has worked with many groups developing programs and assisting people of varying abilities in accessing the wilderness. Mountains, water and wildflowers - not necessarily in that order - are among her favorite outdoor elements and she truly values the perspective spending time outdoors provides.
Questions?
Would you like more information?
Email me at jan@janlockie.com. Tell me a little about yourself and what you are looking for assistance with.