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← Back to Top 18 Bookkeepers in the Charlotte-Concord Area, NC (2026)JG Financial Services
Evidence Score 44/100 at 75% evidence coverage 6 of 18 on the Charlotte-Concord area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- Xero, ADP, QuickBooks Online
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | JG Financial Services | home page | |
| Website | https://jgfscpa.com/ | home page | |
| Office locality | Monroe, NC | home page | |
| Phone | +17043734019 | home page | |
| Offers bookkeeping | Documented: ...documentation so you can file confidently without surprises. Learn more → Accounting & Bookkeeping Our accounting services give you accurate books, organized financials, and clear... | home page | |
| Monthly bookkeeping | Documented: ...financials, and clear insight into how your business is performing. We handle your monthly reconciliations, reports, and compliance so you always know where your money is... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: JG Financial Services | CPA Tax, Accounting & Payroll Providing Peace of Mind for Your Business We take care of the numbers so you can focus... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Financial Reporting We provide clear, easy-to-understand financial reports including profit and loss statements, balance sheets, and cash flow summaries. 03 Account Reconciliation... | /services/accounting | 6 pts (max 6) |
| Software supported | Xero, ADP, QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /about | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for John Ivan Gavrilov · CPA (self-reported to the IRS, not a state license) · business name on the record: JG Financial Services LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...get asked before someone books this service. Don't see your question? Send us a note . What's included in your bookkeeping and monthly accounting services? Transaction... | /services/accounting | 5 pts (max 5) |
| Named contact / team | John Gavrilov, CPA | home page | 3 pts (max 3) |
| 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 | /privacy | 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); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
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); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists John Ivan Gavrilov under the business name 'JG Financial Services LLC' in Monroe, NC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from JG Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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