ABOUT JAY & CO. CPA PLLC

Direct CPA GuidanceBuilt Around Your Goals

Get dependable CPA support designed around your financial goals. Whether you need help with taxes, bookkeeping, payroll, QuickBooks, or business planning, we provide practical solutions that save time, reduce uncertainty, and help you make informed decisions.
Firm Overview

About Jay & Co. CPA PLLC

Jay & Co. CPA PLLC is a full-service CPA firm providing tax, accounting, payroll, QuickBooks, and business advisory services for individuals, professionals, and small businesses. We focus on clear communication, accurate work, and proactive guidance so clients can stay compliant, organized, and financially confident.

Our approach is personal and practical. Instead of standard, one-size-fits-all advice, we help clients understand their numbers, stay ahead of tax deadlines, plan ahead, and make better business decisions throughout the year.

When you work with Jay & Co. CPA PLLC, you receive direct CPA-led support built around your goals, your business, and your financial needs.

“Our focus is on clear communication, accurate work, and proactive guidance so clients can stay compliant, organized, and financially confident.”

Jay & Co. CPA PLLC Guarantee
Personal & Practical Approach
Tailored Strategy

Instead of standard, one-size-fits-all advice, we help clients understand their numbers, stay ahead of tax deadlines, plan ahead, and make better business decisions throughout the year.

Dedicated CPA Standard
Full-Service Advisory & Tax
End-to-End Care

Full-service CPA support covering tax preparation, tax planning, bookkeeping, payroll, QuickBooks Online, financial statements, and Virtual CFO services.

Dedicated CPA Standard
Direct CPA Accountability
100% CPA-Led

When you work with Jay & Co. CPA PLLC, you receive direct CPA-led support built around your goals, your business, and your financial needs.

Dedicated CPA Standard
Javed Ansari, CPA, MBA
Founder & Principal CPA

25+

Years of Experience
CPA-Led Guidance

Meet the Founder of Jay & Co. CPA PLLC

Jay & Co. CPA PLLC is founded and led by Javed Ansari (Jay), CPA, a finance and accounting professional with 25+ years of experience in accounting, taxation, payroll, financial reporting, business operations, and advisory support.
Jay brings a practical and client-focused approach to every engagement. His experience helps individuals, professionals, and small business owners receive more than basic tax filing — they receive organized accounting support, clear financial guidance, and proactive planning designed to reduce surprises and support better decisions.
As a founder-led CPA firm, Jay & Co. CPA PLLC focuses on accuracy, compliance, clear communication, and personal attention.
Javed Ansari, CPA, MBA · Founder & Principal CPA

Abdullah A., Chartered Professional Accountant (Ontario, Canada)

Director, Accounting & AI Automation

Abdullah A. is a Chartered Professional Accountant (Ontario, Canada) and a graduate of the University of Toronto. As Director, Al Automation & Accounting at Jay & Co. CPA, he brings six years across accounting, financial reporting, analysis, and advisory.

His mandate is to make accounting faster without making it looser. He embeds Al at the points in the accounting cycle where machines outperform manual effort: transaction categorization and general ledger coding, bank and credit card reconciliations, document and receipt data extraction, anomaly detection, and variance analysis drafted for CPA review.

His accounting experience covers financial statement preparation, monthly and annual close, account reconciliations, general ledger review, management reporting, budgeting, forecasting, and corporate and personal tax support, along with support for audit, review, and compilation engagements. He works extensively in QuickBooks Online and other cloud accounting platforms.

INTUIT CERTIFIED & ADVANCED TRAINING

QuickBooks ProAdvisor & Intuit Certifications

Jay & Co. CPA PLLC combines CPA-level professional judgment with practical QuickBooks and bookkeeping expertise. Our team is supported by Advanced QuickBooks & Intuit certifications, including QuickBooks Online, Payroll, Bookkeeping, and Client Advisory Services.
From setup and cleanup to ongoing bookkeeping, payroll, and monthly reports, we bring clarity, control, and structure to your business.
Intuit Gold Certified Firm
Field-Proven Expertise
Jay & Co. CPA PLLC is an Intuit Gold Certified Firm with field-proven Intuit QuickBooks and Accounting expertise that allows us to assist with bookkeeping, QuickBooks Online, payroll, and advisory services.
GOLD FIRM TIER
INTUITProAdvisorGOLD

Intuit ProAdvisor Gold

Recognized as a Gold Tier Intuit ProAdvisor firm delivering field-tested QuickBooks & financial expertise.
Verified Intuit Credential
GRADUATE LEVEL
INTUITProAdvisorGRADUATEClientAdvisory ServicesFoundations

Client Advisory Services Foundations

Advanced certification in strategic Client Advisory Services (CAS), cash flow forecasting, and advisory growth.
Verified Intuit Credential
ADVANCED CERTIFIED
INTUITProAdvisorQuickBooksLevel 2CERTIFIED

QuickBooks Level 2 Certified

Mastery of complex inventory tracking, multi-currency accounting, advanced reporting, and system integrations.
Verified Intuit Credential
CORE CERTIFIED
INTUITProAdvisorQuickBooksLevel 1CERTIFIED

QuickBooks Level 1 Certified

Comprehensive qualification in chart of accounts setup, bank feeds, reconciliation, and core transaction flows.
Verified Intuit Credential
PLATFORM SPECIALIST
INTUITProAdvisorQuickBooks OnlineAdvancedCERTIFIED

QuickBooks Online Advanced

Expert status in cloud-based QBO architecture, custom reporting workflows, and third-party app ecosystem integrations.
Verified Intuit Credential
PAYROLL SPECIALIST
INTUITProAdvisorPayrollCERTIFIED

Intuit Payroll Certified

Full-cycle payroll processing, federal and state tax compliance, automated direct deposit, and year-end filing.
Verified Intuit Credential

Let’s Build ClarityAround Your Numbers

Need help with taxes, bookkeeping, QuickBooks, payroll, or business advisory? Start with a simple conversation. We’ll review your needs, answer your initial questions, and explain how Jay & Co. CPA PLLC can support you.

Book through Calendly. Choose a time that works for you.

(406) 221-2576
olivia@jaaccountants.com
Service Area: Montana, New York, Texas, Florida, and remote clients across the U.S. where permitted.