Jonathan's Financial Services

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12842 Valley View St Ste 208
Garden Grove, CA 92845

Jonathan's Financial Services in Garden Grove, CA offers CountingWorks PRO, an AI-powered marketing automation platform that revolutionizes the client experience for tax and accounting firms. With a comprehensive suite of tools, including website building, lead generation, client management, and AI-powered assistance, CountingWorks PRO helps firms build their reputation, save time, and grow their business.

By leveraging the power of AI, Jonathan's Financial Services enables firms to automate mundane tasks, establish authority in their niche, and deliver a modern experience for their clients. Trusted by over 8,000 CPAs, Enrolled Agents, and Tax Professionals, CountingWorks PRO has proven to save time, increase traffic, and generate new clients for its users.

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Reviews

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3.53 reviews
Toni E.
12/5/2018

Hi highly recommend Jonathan! We needed some documents notarized, he was professional, quick and very accommodating to our schedules. We also learned during our visit to his office that he...

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Frank S.
3/22/2019

John is no longer my Bookkeeper. He left me in the Dust when I needed him. Paid him for Services that he did not complete. I don't know what is going on with him but he also dropped the Ball on...

Nancy C.
7/16/2018

I just went to him to notarize something for me. He made it easy and was quick and friendly. He charged a reasonable rate since I wasn't a client.

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