Since 1993
Serving the local business community of Loomis and the surrounding area.
Loomis, California
Turning stress into success.
JC Bookkeeping & Financial Services helps you succeed by taking on the stress of bookkeeping, income tax preparation, and payroll. The promise is quick and accurate results, from people who work in town.
Over 140 combined years
Bookkeeping experience across the people in this office. That figure is the team’s combined experience, not the age of the firm.
100% US-based
No subcontractors, and no work performed overseas.
Services
What you can hand off
Eight services, grouped so you can see the books, the tax work, payroll, and the customized accounting in one place. Accounting services are a reasonable fee for monthly, quarterly, annual, and special projects.
The books
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After-the-fact bookkeeping
Send bank and credit card statements at the end of the month, or on another predetermined period, and they are entered in your bookkeeping software.
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Accounts receivable
Accurate, timely management of your accounts receivable information.
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Billing and bill paying
Billing is accounted for, and payments are arranged, so that work is one less thing on your desk.
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QuickBooks management
QuickBooks is set up properly, with the adjustments a small business needs along the way.
Tax
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Income tax preparation
Income tax preparation to help you file correctly. The office prepares personal income tax, charitable organizations, trusts, and business returns.
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Tax compliance and planning
Help staying in compliance with federal and state rules, with taxes filed accurately. Business returns include income tax, payroll, and sales tax.
Payroll
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Payroll
Accurate records of salaries, wages, bonuses, and the related tax information, including help setting up payroll and the requirements that come with it.
Customized accounting
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Customized accounting
For work that is not listed above, the office also offers wealth management, financial planning, debt and budget courses, and student-loan debt analysis. Those services are not the same credential as bookkeeping. Jackie DeMartini is an Enrolled Agent. Ryan DeMartini is a CFP®. JC Bookkeeping is not a CPA firm.
JC Financial Services
Looking for financial services beyond bookkeeping and tax? The related firm is JC Financial Services. JC Bookkeeping is not a CPA firm, and a referral is not the same credential as the bookkeeping team.
The team
The people who do the work are in Loomis.
Six people, photographed for this office, with a Loomis building set into the same frame. Hand them the monthly statements, the payroll setup, and the return. You stay involved.
- Jackie DeMartini, EA
- More than 30 years in accounting. Enrolled Agent, Del Oro High School alumnus, and a fourth-generation Placer County resident. She lives in Newcastle. Hand her the books, payroll records, and tax preparation.
- Ryan DeMartini, CFP®
- CFP®, with a finance degree from CSU Chico and a hometown in Loomis. Clients have sat with him for tax preparation and planning. A CFP® mark is not a CPA license and it is not a promise of investment results.
- Nancy Leach
- With the firm since April 2003. She helps clients set up payroll and sort through the requirements that come with it.
- Kay Painter
- Part of the Loomis business community for over 20 years. She is in the office as clients come in.
- Aileen Farinha
- Over 50 years of bookkeeping, all of it in the Loomis area.
- Holly Farinha
- With the firm since 2014. She grew up in Loomis.
Organizations we support
These are the local organizations on the firm’s community page. The National Association of Enrolled Agents and the National Society of Accountants are professional associations. Jackie DeMartini is an Enrolled Agent. An association mark is not a certification for every person on the team.
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Loomis Chamber of Commerce -
Soroptimist International -
Placer County Sheriff Deputy Sheriff Association -
Loomis Library -
Senior L.I.F.E. Center of Loomis -
National Association of Enrolled Agents Professional association -
National Society of Accountants Professional association -
Soroptimist International of the Americas -
Soroptimist International of Loomis Basin -
Newcastle Portuguese Hall Association -
South Placer Heritage Foundation -
Rocklin Swim Team -
Placer County Sheriff Search & Rescue 4x4 Team -
Civil Air Patrol
Clients
In their words
Two notes the firm published on December 8, 2017. The wording is theirs, including the original ellipses.
Great Team
“JC Bookkeeping is excellent. In addition to bookkeeping they run my company payroll. They offer other services as well. These women are professional, experienced, friendly, and help keep my business organized. They are a great team.”
Strong Recommendation
“…We had tax prep and filing, and a review of our past three years (which got us a nice refund that we weren’t expecting). We worked with Ryan and he is personable, knowledgeable, efficient, and provided us with good information for future planning. We were able to get an appointment quickly and the work was done in a timely manner. The whole office was friendly and helpful…”
Resources
Links the office keeps handy
Navigating income taxes or owning a business is difficult, and the right page is not always obvious. These four collections are the firm’s own resource pages for the IRS, the State of California, Social Security, and new-employee forms. A government link is a reference, not an endorsement.
FAQ
Questions the office already answers
Bookkeeping, tax preparation, and payroll are technical. These are the answers published for clients.
What type of returns do you do?
We do several types of tax returns: personal income tax, charitable organizations, trust returns, and all types of business returns. This includes income tax, payroll, and sales tax returns.
How much do your bookkeeping and accounting services cost?
Our accounting services are provided at a reasonable fee for monthly, quarterly, annual, and special projects.
Do I lose control?
No, we promote our clients to be involved in every aspect of their business. When you work with JC Bookkeeping & Financial Services you aren’t just hiring a bookkeeper. We believe you are bringing in a partner to help you better understand and gain valuable information about your business.
Why should I outsource my bookkeeping?
Outsourcing your accounting saves you valuable time and resources that could be allocated to other facets of your business. With over 140 years of combined bookkeeping experience, JC Bookkeeping & Financial Services offers you an experienced and friendly alternative.
How do we get started?
Give us a call and we can set up a free consultation to discuss how we can best help you succeed.
Free consultation
Give us a call and we can set up a free consultation.
Tell us about the books, the payroll, or the return. The conversation starts by phone or on the contact page. There is no calendar on this site.