Quick Bio
J.R. Helms & Associates, P.C. is an Indiana-based CPA and business advisory firm serving privately owned small businesses throughout the state.
Through the SSBCI Technical Assistance Program, J.R. Helms & Associates provides one-on-one accounting and financial guidance to eligible Very Small Businesses and SEDI-owned businesses that are preparing to obtain or manage capital.
Our team helps business owners strengthen financial records, improve financial reporting and financial-management practices, identify barriers to financing, and prepare the financial information needed to pursue eligible funding opportunities. The firm’s approach is practical, individualized, and focused on helping business owners become better prepared to obtain and successfully manage capital.
Services Provided
- Accounting and bookkeeping support
- Bookkeeping setup and QuickBooks guidance
- Financial statement preparation
- Financial record organization and digitization
- Financial literacy and financial management guidance
- Loan and lender-readiness assistance
- Banking relationship development
- Identification of financial issues that may impede access to financing
- Preparation of financial analyses and documentation supporting eligible capital applications
- Tax compliance assistance when directly related to an approved financial- or capital-readiness scope of work
- Financial management support related to obtaining and managing capital
Virtual or In-Person Offerings
J.R. Helms & Associates provides one-on-one technical assistance statewide through virtual services, including virtual meetings, telephone, email, and secure electronic document exchange.
- In-person assistance is also available at the firm’s Indianapolis office for eligible businesses able to meet locally.
- Virtual service is the firm’s primary delivery method, allowing J.R. Helms & Associates to serve eligible businesses throughout all 92 Indiana counties.
Best Suited For Those Who
J.R. Helms & Associates is best suited for small business owners who need hands-on accounting and financial assistance to improve their readiness for financing.
This may include businesses that:
- Need help organizing or improving financial records
- Need financial statements prepared
- Need assistance with cash flow, budgeting, or financial projections
- Want to better understand their financial position
- Are unsure what financial information may be needed when pursuing financing
- Have accounting or financial issues that may be creating barriers to capital
- Need assistance preparing financial information for an eligible capital application
- Want to establish or strengthen banking relationships
- Need support improving financial-management practices before or after financing
Each SSBCI Technical Assistance Program Engagement begins with an assessment of the business’s needs and a defined scope of work tailored to the specific accounting, financial-reporting, or lending-readiness issues identified.
Learn More / Get Started
Website: www.HelmsCPA.com
Get Started: Services Needs Analysis Request