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Jacobson Jarvis & Co, PLLC

Jacobson Jarvis & Co, PLLC

Jacobson Jarvis (JJCO) was created expressly to serve the needs of nonprofits across the Pacific Northwest with audit, tax, and management consulting services as well as training and education opportunites. Our CPA firm can help you understand and improve your nonprofit’s use of financial data to increase the efficiency of your operations.

200 1st Ave W Ste 200
Seattle, WA 98119-4258

Contact

Erin Welch
Direct line: (206) 628-8990
Fax: (206) 628-0432

Expertise

Boards/Governance

  • Board coaching & training

Financial Management

  • Accounting & financial controls
  • Audits
  • Budgeting
  • Cash flow management
  • Taxes

Legal/Compliance

  • State & federal registration & reporting

Planning & Organizational Development

  • Starting a nonprofit

Technology

  • Financial software consulting

About Jacobson Jarvis & Co, PLLC

As the region’s largest firm focused exclusively on the financial and accounting needs of not-for-profit organizations across the Pacific Northwest, our mission is to help nonprofits work better, not harder.

Because of our exclusive focus, we understand the distinct connection between a not-for-profit’s financial reporting, its financial management, and its ability to build donor support behind its mission. As a result, our clients are able to more effectively achieve their organizational objectives.

We assist clients in the following areas:

• AUDIT: Our audit team is one of the largest and most experienced in the region, having over 20 years of experience involving hundreds of not-for-profit audits across a wide spectrum of organizations. We know what works and what does not, which means clients benefit from our experience-based recommendations that help their organizations thrive long after the audit is complete.

• TAX: The Jacobson Jarvis tax team has a unique understanding of not-for-profit tax issues and their impact on an organization’s reporting to internal and external audiences. Our mission is to help not-for-profit clients understand potential tax problems and chart a course to successfully navigate the complexities of tax code.

• CONSULTING: Jacobson Jarvis provides a range of customized consulting services and training programs focused on helping not-for-profit organizations understand and improve their use of financial data, including financial health check-ups, development of customized financial reporting tools, internal controls documentation, internal audits, QuickBooks configuration, as well as all aspects of forming a tax-exempt organization.

Along with the services we offer, Jacobson Jarvis is proud to be a sustaining resource to the not-for-profit community by providing ongoing training and education opportunities for executive leaders and board members. Topics include governance, financial reporting, and other tax-related issues. In addition, our team members are frequently sought as speakers at not-for-profit conferences, and actively participate in state and national committees regarding not-for-profit accounting and related matters.

For answers to your specific questions, you can reach the appropriate contact at the above number or by e-mail:
• Howard Donkin (Tax) howard@jjco.com
• Julleen Snyder (Audit) julleen@jjco.com
• Erin Welch (Consulting and Training) erin@jjco.com

Background Info.

Subsector Experience

  • Arts and culture
  • Children, youth, and families
  • Community development
  • Disability issues
  • Economic development
  • Employment and training
  • Environment
  • Faith-based
  • Healthcare
  • Housing and homelessness
  • Immigrant and refugee
  • International NGO / Nonprofit
  • LGBT issues
  • Mental Health / Substance Abuse
  • Nonprofit sector issues
  • Philanthropy
  • Research
  • Senior services
  • Small grassroots organizations
  • Social services - general
  • Sports and recreation
  • Volunteerism

Cultural Experience

  • African
  • African American
  • American Indian or Alaskan Native
  • Asian / Pacific Islander
  • Hispanic / Latino
  • Middle Eastern
  • Russian / Eastern European

Fee Structure

  • By project
  • Hourly rate
  • Not to exceed

Professional Affiliations / Licenses

  • American Institute of CPAs
  • Government Audit Quality Center
  • Washington Society of CPAs

County Availability

  • All WA Counties

County Experience

  • Adams
  • Benton
  • Chelan
  • Clallam
  • Clark
  • Cowlitz
  • Grant
  • Grays Harbor
  • Island
  • Jefferson
  • King
  • Kitsap
  • Kittitas
  • Lewis
  • Mason
  • Okanogan
  • Pacific
  • Pierce
  • San Juan
  • Skagit
  • Skamania
  • Snohomish
  • Spokane
  • Stevens
  • Thurston
  • Wahkiakum
  • Whatcom
  • Yakima