About Us
I have been providing accounting and tax guidance for over 30 years. I am experienced in working with individuals, business owners, and corporations on multiple levels, and this experience gives me the breadth of knowledge needed to assist clients.
I received my Bachelor of Accountancy from the University of Minnesota, Duluth. I am a licensed CPA and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the College for Financial Planning.
I am able to focus on providing assistance to individuals and business owners regarding income tax and estate planning strategies, retirement planning strategies (401(k), SEP, ESOP, etc.), as well as helping client families navigate the challenges of aging parents, including health care, living arrangements, and wealth transfer.
How We Got Started
Bought a small practice, grew the business until 2002 and sold the business. Got part of the business back in 2010 and my wife Lisa handled most of the work until the fall of 2016 when I came back into the business full-time.
The products and services we offer
Recommendations Received (37)
"John James is an intelligent, thorough and knowledgable professional, and as one of his small..."
Read more
"John James is an intelligent, thorough and knowledgable professional, and as one of his small business clients, I learn something new every time we meet. He takes the time to explain the complex tax system to a non-tax professional, and that is an invaluable service! "
"John understands tax law and is easy to work with."
Products & Services
I am a consultant in the area of business taxes, income,payroll and sales tax. I assist with entity selection and accounting organization.
I work with individuals and small business owners, entrepreneurs and executives to file tax returns, answer their tax questions and provide strate...
When you need to count on expertise, we're here to help. John M. James, Ltd offers free consultation calls to clients in and around Long Lake. Let ...
Recommendations Given (99)
"Diane is caring and compassionate. She loves to help people."
"Robbie does a great job of helping his clients manage and fund business'."
Recent Activity
Agreed!
(more)
Agreed!
When most people think about bookkeeping and accounting, they would be hard-pressed to describe the differences between each process. While bookkeepers and accountants share common goals, they support your business in different stages of the financial cycle.
Bookkeeping is more transactional and...
(more)
When most people think about bookkeeping and accounting, they would be hard-pressed to describe the differences between each process. While bookkeepers and accountants share common goals, they support your business in different stages of the financial cycle.
Bookkeeping is more transactional and administrative, concerned with recording financial transactions. Accounting is more subjective, giving you business insights based on bookkeeping information.
In this guide, we’ll explain the functional differences between accounting and bookkeeping, as well as the differences between the roles of bookkeepers and accountants.
Check this link:
https://bench.co/blog/bookkeeping/bookkeeping-vs-accounting/
I am always looking out for my clients needs first.
I can help, I work with individuals and small business owners, entrepreneurs to file tax returns and answer their tax questions and provide strategic guidance regarding tax savings including retirement plan utilization to minimize their...
(more)
I am always looking out for my clients needs first.
I can help, I work with individuals and small business owners, entrepreneurs to file tax returns and answer their tax questions and provide strategic guidance regarding tax savings including retirement plan utilization to minimize their overall tax burden. I can help you! C)763-227-7909 or john@jmjltd-cpa.com
Please give me a call to discuss your situation.
Some big changes on the federal return. MN did not adopt the federal changes so that adds complication to filing your 2018 returns for Minnesotans. Check on what your state did by going to your state department of revenue website.
(more)
Some big changes on the federal return. MN did not adopt the federal changes so that adds complication to filing your 2018 returns for Minnesotans. Check on what your state did by going to your state department of revenue website.
1 Reply
No and No but I do not have employees. Lets face it for larger employers, the work still needs to be completed. What would you do if you were the business owner? And no my last name is not Crotchet.
(more)
No and No but I do not have employees. Lets face it for larger employers, the work still needs to be completed. What would you do if you were the business owner? And no my last name is not Crotchet.
The majority of the time....I only send on request.
(more)
The majority of the time....I only send on request.
Below answers are sound.
(more)
Below answers are sound.
Local school advertising, networking with local people, LinkedIn presence and referral from current clients that I have earned by listening and doing great work.
(more)
Local school advertising, networking with local people, LinkedIn presence and referral from current clients that I have earned by listening and doing great work.
Do good work at a fair price and let your happy customers know that you are taking on new clients. Maybe set up a small referral reward system. Offer a small discount to new customers.
(more)
Do good work at a fair price and let your happy customers know that you are taking on new clients. Maybe set up a small referral reward system. Offer a small discount to new customers.
