JCT Financial services, inc

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custom tailored financial services for high net worth clients

JCT Financial Services, Inc was founded in 2003 serving high net worth families and small business owners with bookkeeping, accounting, and varieties of financial needs. We strive to be the go-to financial solution specialist helping clients deal with all aspects involving their finances. In 2010, we launched JCT Insurance Agency to add insurance solutions to our specialty as well. The knowledge and flexibility to custom tailor our services make us an extremely valuable team player to our high net worth clients. Our niche includes working with clients in the entertainment industry and serving as an intermediary dealing with their accountants and financial advisors.

If you think our firm is a good fit for you or you are an accountant / FA and think we can be helpful addition to your team, please contact us to setup a meeting. We have an extensive list of references we can provide.

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25 Years of Experience

Over two decads of hands-on expertise in bookkeeping, tax preparation, and financial consulting.

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100+ Satisfied Clients

We proudly serve individuals and businesses with personalized financial solutions tailored to their unique goals and needs.

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Comprehensive Financial Solutions

From bookkeeping and payroll to tax planning and business consulting, we offer complete financial support under one roof.

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++ Trustworthy & Reliable

Integrity, accuracy, and confidentiality are at the core of everything we do, ensuring your financial information is always protected.

Bookkeeping / Consulting

Tracking money in & out flow to help with budgeting and taxes. We also handle bill paying for our busiest clients and those who travel frequently or work overseas. Full service off-site bookkeeping for small businesses. Help start-up companies setup QuickBooks, provide training, and payroll setup. Part time CFO advisory role.

Taxation

We prepare and file Federal / State individual tax returns. We specialize in filing schedule C for self employed individuals not yet ready to setup LLC / Corp. Many of our tax clients are entertainers or creative industry professionals.

Insurance

We are an independent insurance agency/brokerage specializing in life, disability, and long term care insurance. We also provide small business group health coverage, worker compensation, general liability, and professional liability. We are 100% independent enabling us to shop on the open market to get our clients the best quotes.

Founder Bio

Jimmy Ting graduated from UCLA majoring in Business/Economics with a specialization in Accounting. He started his career while working as a bookkeeper for a world renowned photographer handling both business and personal financial matters. He saw a demand and a need for high net worth clients seeking more hands on services in addition to the typical accountants and financial advisors they already have.

When not working, Jimmy enjoys traveling the world sight seeing and experiencing other cultures. He is a huge sports fanatic and loves his UCLA Bruins, Lakers and New England Patriots (ask him why). He is currently considering getting his sake adviser certificate after his last trip to Japan. We will keep you updated on that…

OUR TESTIMONIALS

"Jimmy has been a huge asset to me running my business. We have been working together for over 10+ years. His knowledge, dedication, and integrity are the reasons why I trust him 100% when it comes to handling both my business and personal finances"

- Danny Monempour (multi family residential developer/investor)

"Jimmy has always gone the extra mile being the controller for my music art gallery and framing shop. Having him on my team allows me to focus on expanding my business"

-Sam Milgrom (owner of Mr. Musichead & Creative Framing)

"Jimmy and his staff provide excellent bookkeeping service from start to finish. It's a huge relief knowing you are in good hands when his company can provide a wide range of services. He also have so many resources to refer when other areas of expertise are required."

-Eric Cohen (president of Video Valet Solutions, Inc. )

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