Grow Your Business

Trusted Partners and Advisors

We help you take charge of your finances to ensure a sound and secure future. 

 

About Us

Where your Financial Success Begins

JMR & Company provide unparalleled, personalized accounting services to a broad range of clients across New England. As your accountant, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. Whatever you need, we have the latest technology, the clout and the experience to take care of all your personal and business finance needs.

Located in the heart of Fall River's business district, New Bedford and Fairhaven Massachusetts, we afford our many clients extensive and effective accounting, tax and consulting services.

The success of working relationships developed through the firm's high level of professionalism and expertise has launched the firm into new and progressive areas of accounting from client-centered services and seminars to computer consulting, business and marketing plans. We focus on establishing business partnerships that integrate all the financial needs of your company. JMR & Company doesn't confuse your annual report with the real and human requirements of your company.

We are members of the American Institute of Certified Public Accountants - Division for Firms and are also qualified to perform peer reviews for other CPA practices. In fact, many CPA firms throughout New England have engaged JMR & Company to not only perform their peer review but to consult with them on various practice management issues unique to CPA firms.

About Rose Jardim, CPA

Rose Jardim is a Chartered Accountant with more than 10 years of experience, including public accounting and corporate tax with PricewaterhouseCoopers Inc. 

Rose earned her Bachelor of Commerce and Bachelor of Commerce (Honors) in Accounting Science from the University of Pretoria, South Africa and her Chartered Accountant from the South African Institute of Chartered Accountants.

Rose is a CPA and an associated member of the American Institute of Certified Public Accountants (AICPA).

Rose has gained extensive accounting -financial reporting & analysis, audit and tax experience through her senior accountant and management roles at PricewaterhouseCoopers.

 

Focused on services for small to medium sized businesses, Rose has expertise in providing comprehensive accounting and tax services including corporate, partnership, and nonprofit income tax returns, compilations, and payroll tax reports.  Her clients operate in a variety of sectors including construction, IT design, healthcare and real estate. 

Rose has a solid commitment to not only delivering quality tax and financial services but proving her clients with practical business advice and consulting that will not only realize her client’s unique business goals but ultimately achieve business excellence.  

About Christie Marotta, CPA

Christie Marotta is a Certified Public Accountant,  she has more than 10 years of experience in providing accounting and tax services to closely held businesses. 

 

Christie is dedicated to helping clients achieve business success by helping them establish practical and sound financial processes. Focused on small to medium sized businesses, she is committed to delivering tax and financial services that meet each client’s unique objectives. 

Her experience includes conducting and supervising annual audits, reviews, compilations, examinations of the financial processes for a wide range of businesses, and the preparation of complex tax returns. She has worked with corporations, partnerships, limited liability companies, individuals, trusts and estates. 

She has a proven ability in financial reporting, systems design and streamlining accounting and financial functions, creating efficiencies, and implementing and improving internal controls.

Christie received her Bachelor of Science Degree in Accounting from Bentley University.  She is a licensed Certified Public Accountant in Massachusetts and a member of the Massachusetts Society of Certified Public Accountants.

About Douglas Rodrigues

Douglas spent several years at J.G. Hodgson & Co. in New Bedford, Massachusetts and more recently with O'Connor & Drew in Quincy, Massachusetts as their Director of Management Advisory Services and Ernst & Young in Providence, Rhode Island in their small business practice group.

Douglas has extensive experience in auditing and accounting, tax and consulting in various areas and industries, especially privately-owned businesses and non-profit organizations.

Douglas was a recipient of the Massachusetts Accountant Advocate of the Year award presented by the Small Business Administration.

Douglas is an active member of many civic and professional organizations. Memberships include the Fall River Chamber of Commerce, the Fall River Rotary Club, American Institute of Certified Public Accountants, (Tax, Consulting and Personal Financial Planning Divisions) Massachusetts Society of Certified Public Accountants, Tiverton Lions Club, and a variety of non-profit organizations in the Southeastern Massachusetts area.

 

Quality Financial Auditing, Compilations, & Accounting Services

Our highly skilled accountants have the training to see beyond the numbers to analyze and point out the opportunities for you. We realize that your business is unique and make it our business to gain insight into the many factors that affect your financial position and day-to-day operations.

We focus on the real life issues that face you each and every day, and then develop strategies to help you succeed.

 

Our audit, compilation and accounting  services can meet your needs by providing crucial financial information for you, your stockholders, board of directors or management team. We go the extra mile for our clients by also providing constructive suggestions that will help you enhance your company or organizations bottom line.

 

Our Audit, Compilations and Accounting Services Include:

  • Audits of financial statements

  • Preparation of Unaudited Year End and interim Financial Statements

  • Analysis for Mergers & Acquisitions

  • Review of Internal Operation Controls

  • Personal Financial Statements

Management Advisory Services

Sometimes you will find that your business needs short-term specialized assistance in a particular area.

 

Our Management Advisory Services team is experienced in solving a wide array of management problems.

We provide a broad range of consulting services requiring specialized professional expertise including:

  • Preparing for the lending process & how to obtain a loan

  • Financing, banking and bond requirements

  • Business organization & efficiency management

  • Systems planning design and implementation

  • Budget and forecasting models

  • Loan schedules

  • Customer service training

  • Long-range planning, profit planning & budgeting

  • Promoting your business or organization

  • Production and inventory planning and control

  • Production management and coat accounting

  • Acquisition and merger projects

  • Forensic accounting/fraud investigation

  • General and financial reporting.

Income Tax Preparation and Tax Planning

Business and Individual Returns

We prepare all required tax returns to assure that you are paying no more taxes than necessary. Throughout the year, we monitor changes in the tax law that will or might affect you.

We prepare returns for all states. No matter which state requires a return, We are an authorized IRS electronic filing service provider, we'll prepare your return and file it with the IRS electronically at no additional charge. It's accurate, secure and fast, with proof of acceptance within 48 hours.

Bookkeeping, Bookkeeping Software Training & Support

 

Save the headaches and make your business run even more efficiently.                                   

 

JMR & Company  provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis and more.

 

We provide different levels of service, depending on the needs of your business.

We are proficient with Quick Books bookkeeping tools and offer more solutions to our clients, including training, setup and even troubleshooting when necessary.

CPA Firm Peer Review Services

We take a practical approach to providing CPA firm services. We work with our client firms to ensure that they receive the maximum benefit from the peer review process.

Firms enrolled in the AICPA Peer Review Program are required to have a peer review, once every three years, of their accounting and auditing practice. The peer review is conducted by an independent evaluator, known as a peer reviewer.

 

The AICPA oversees the program, and the review is administered by an entity approved by the AICPA to perform that role.

Douglas Rodrigues has been involved with the peer review process since its inception in the 1980’s. Doug currently serves on the Peer Review Acceptance Board for the Massachusetts Society of CPA's. which reviews for acceptance all reports submitted by peer reviewers for consistency and conformity with the Standards for Performing and Reporting on Peer Reviews. Through his extensive involvement with the peer review process, he brings added value to the peer reviews of other Certified Public Accountant firms.

     email: rose@jmrcpas.com     christie@jmrcpas.com                                  

128 Union St #201, New Bedford, MA, 02740

Call: 508-997-5556

215 Pleasant St, Fall River, MA, 02721

Call: 508-679-6079

49 Alden Rd, Fairhaven, MA, 02719

Call: 508-999-0020

PO Box 3634, Fall River, MA, 02722

Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

©2018 BY JMR & Company  LLC.

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