James Financial
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Wave
Who they say they serve: healthcare, law firms, auto repair, attorneys (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | James Financial | home page | |
| Website | https://myjamesfinancial.com/ | home page | |
| Office locality | Rosenberg, TX | home page | |
| Phone | +17134235111 | home page | |
| Offers bookkeeping | Documented: ...menu ClientHub Contact Us Give us a few minutes and you'll never need to worry about bookkeeping again. We like real conversations. Offering exceptional business services. Learn... | home page | |
| Monthly bookkeeping | Documented: ...challenges of their field. Whether you need help structuring a new business, managing monthly bookkeeping, or navigating complex tax issues, we provide the tools and insight to... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...and auto mechanics look to us for straightforward systems that handle invoicing, payroll, and inventory. Whatever your industry, we’ll set up processes that align with how you... | /services/quickbooks-wave-apps-virtual-bookkeepi | 4 pts (max 4) |
| Industries served (documented) | healthcare, law firms, auto repair, attorneys | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Wave | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...approachable style, Derrick ensures your books are always accurate and organized. From monthly reports to day-to-day recordkeeping, you’ll have the financial visibility you need... | /services/quickbooks-wave-apps-virtual-bookkeepi | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) for 'James Financial' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from James Financial's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.