JRK Financial
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not verified
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
3 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | JRK Financial | home page Nov 12, 2026 | |
| Website | https://www.jrkfinancial.com/ | home page | |
| Office locality | Kalamazoo, MI | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +12692002910 | home page | |
| Offers bookkeeping | Documented: JRK Financial - Bookkeeping & Accounting Support | Kalamazoo Skip to content JRK Financial Small business... | home page | |
| Monthly bookkeeping | Documented: ...that works for you. Bookkeeping and accounting support for small businesses - monthly reconciliations, payroll, and tax prep, with reports you can actually read. Book a Free... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...client bookkeeping remains the focus of this page and this firm. Monthly Bookkeeping Catch-Up Bookkeeping Bookkeeping Cleanup Payroll Sales Tax Services Tax Preparation Tax... | /kalamazoo-bookkeeping | 5 pts (max 5) |
| Payroll coordination | Documented: ...you. Bookkeeping and accounting support for small businesses - monthly reconciliations, payroll, and tax prep, with reports you can actually read. Book a Free Consultation Send a... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...yours. Our team focuses on keeping bank and credit card accounts reconciled so your Profit and Loss report is both accurate and easy to understand. More about JRK Financial →... | home page | 6 pts (max 6) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$125/month" | home page | 6 pts (max 6) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 12, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched Michigan LARA Bureau of Professional Licensing licence list (Accountancy) for CPA firm records named 'JRK Financial' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'JRK Financial' in Kalamazoo, MI on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
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): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Michigan Board of 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
- 21 of 24 evidenced items come from JRK 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.