Jordan CPA Services

Jordan CPA Services Friendly, expert advice. Visit: www.jordancpaservices.com Or call: (877) 515-0595 Jordan CPA Services helps companies make better business decisions.

We partner with small business owners to provide them with the advice of an experienced CFO at a fraction of the cost of hiring their own. We manage tax, accounting, and payroll compliance so owners can focus on helping their business thrive.

We just finished a 2025 return for a new business client.As part of our review, we looked at the prior-year return prepa...
09/18/2026

We just finished a 2025 return for a new business client.

As part of our review, we looked at the prior-year return prepared by someone else and noticed that the Pass-Through Entity Tax (PTET) election had not been made. Had it been made, it likely would have saved the client about $3,000 in federal tax.

Their income was higher this year, and we made the PTET election as part of their 2025 return. The projected federal tax savings is about $6,000.

Their prior-year preparation fee was approximately $1,250. Our fee this year was $1,750.

So they paid about $500 more in preparation fees and saved roughly $6,000 in federal tax.

PTET does not make sense for every business, but it’s something that should be intentionally evaluated.

We review it for every partnership and S corporation return we prepare in states with an income tax. Sometimes it helps. Sometimes it doesn’t. But it’s worth doing the analysis.

09/16/2026

Not everything that matters can be measured.

That might be an unexpected thing for an accounting firm to say.

Recently, we sent some of our clients a copy of Frederick by Leo Lionni - a children’s book about a little mouse whose contribution looks very different from everyone else’s.

While the other mice gather food for winter, Frederick gathers sunshine, colors, and words.

It’s a simple story, but the message has stuck with us.

We believe deeply in doing the measurable work well. Accuracy matters. Deadlines matter. Numbers matter.

But so do steadiness. Encouragement. Creativity. Trust. Helping someone feel a little less overwhelmed when things are uncertain.

Those things are harder to put on a spreadsheet, but that doesn’t make them less valuable.

Maybe that’s the reminder we all need sometimes: make room for the things that don’t fit neatly into a cell.

Sunshine. Color. Words. Rest. Joy. People.

They’re part of the work, too.

Last year, Andrew and Emma had the opportunity to share the story behind Jordan CPA Services at Missouri Southern State ...
08/06/2026

Last year, Andrew and Emma had the opportunity to share the story behind Jordan CPA Services at Missouri Southern State University's Entrepreneurship Speaker Series.

Recently, we asked every member of our team to watch this presentation.

Not because it's about where we've been - but because it's about why we do what we do.

It gives context to the decisions we've made, the challenges we've worked through, and the values that continue to shape our firm today. We believe understanding our story helps our team better understand our purpose, our clients, and the impact we hope to have.

If you've never heard the story of how Jordan CPA Services came to be, we'd love for you to watch it as well.

🎥 Watch here: https://youtu.be/77zm_lHGlOg?si=dI2rq9FTChdgZrYi

Thank you again to Missouri Southern State University and the Missouri SBDC at MSSU for giving us the opportunity to share our journey.

Tax planning often gets portrayed as finding loopholes or chasing the latest "hack."In reality, the best tax planning us...
08/04/2026

Tax planning often gets portrayed as finding loopholes or chasing the latest "hack."

In reality, the best tax planning usually looks a lot less exciting.

✔️ Understanding your financials
✔️ Planning ahead
✔️ Keeping accurate books
✔️ Choosing the right strategy at the right time

Good tax planning isn't about being clever.

It's about being intentional.

We're halfway through the year.Now is one of the best times to pause and look at how your business is really performing ...
07/30/2026

We're halfway through the year.

Now is one of the best times to pause and look at how your business is really performing - not just how busy you've been.

A mid-year financial check-up gives you time to make adjustments before year-end instead of reacting after it's too late.

Ask yourself:
• Are you on track with your revenue goals?
• Is your cash flow where you expected it to be?
• Have your expenses crept up?
• Are you setting enough aside for taxes?

You still have plenty of time to change the outcome of your year.

The businesses that finish strong aren't usually the ones that wait until December to look at their numbers - they're the ones that review them throughout the year.

Your CPA should be more than someone you hear from at tax time.At Jordan CPA Services, we work alongside our clients yea...
07/27/2026

Your CPA should be more than someone you hear from at tax time.

At Jordan CPA Services, we work alongside our clients year-round to provide bookkeeping, tax, and advisory services that support smarter business decisions.

Thank you for trusting us to be part of your team. We don't take that responsibility lightly.

If Jordan CPA Services has supported your business with tax planning, accounting, or strategic guidance, we’d love to hear about your experience. Your review not only means a lot to our team—it also helps other business owners find the right financial partner.

Leave a Google review here:
https://g.page/r/CVFqHsoJV_0VEBE/review

07/23/2026

We're still reflecting on a great week of learning, connecting, and sharing ideas with peers across the profession at AICPA ENGAGE 2026.

We had the opportunity to connect with so many talented professionals, learn from leaders across the industry, and share ideas about where accounting is headed.

We're especially honored that Andrew and Emma were selected to speak this year. It was a privilege to contribute to the conversations shaping the future of our profession.

Thanks to everyone who stopped by to say hello or attended a session. We're already looking forward to seeing everyone again next year!

07/01/2026

The work we do has always been about more than numbers.

It's about earning trust, understanding each client's unique situation, and helping people make confident decisions through every stage of life and business.

That's why we're proud to share this message from the AICPA Trust Campaign. It reflects the values that guide our profession and the commitment we strive to bring to every client relationship.

We're also honored that Andrew Jordan, CPA, serves on the planning committee for AICPA ENGAGE, contributing to conversations that help shape the future of accounting.

The lowest rate does not automatically mean the best banking relationship.With SBA loans, experience, responsiveness, an...
06/24/2026

The lowest rate does not automatically mean the best banking relationship.

With SBA loans, experience, responsiveness, and communication often matter just as much as the loan terms themselves.

Business owners should evaluate:
• How experienced the lender is with SBA loans
• How clearly they explain the process
• How responsive they are early on
• Whether they feel like a true partner or just a transaction

Sometimes the smoother process ends up being the better long-term decision.

Watch the full series here:
https://www.jordancpaservices.com/video-library/sba-loans

06/22/2026

Not all SBA lenders are the same.

Some banks process SBA loans every day with dedicated teams and specialized systems. Others only handle a handful each year.

That difference matters more than most business owners realize.

An experienced SBA lender can help keep the process moving, anticipate common issues, navigate documentation requirements, and reduce unnecessary delays and confusion.

One simple question can tell you a lot:
“How many SBA loans did your bank do last year?”

Choosing the right lending partner can have a major impact on the overall experience.

Watch the full SBA loan series here:
https://www.jordancpaservices.com/video-library/sba-loans

Address

135 E 3rd Street
Carthage, MO
64836

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 5pm

Telephone

+18775150595

Website

Alerts

Be the first to know and let us send you an email when Jordan CPA Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jordan CPA Services:

Shortcuts

Share

Category