About Capital Options Inc.
We focus on two areas that best define a business, the books and image of a company. Both must be well managed to keep a company healthy and thriving.
Capital Options Inc provides business consulting and QuickBooks ProAdvisor bookkeeping services for businesses. We have over twenty years of experience in business consulting, bookkeeping, and brand management.
Bookkeeping
Certified QuickBooks ProAdvisor and Business Consultant. Whether you are starting a new business or have an existing business we can help keep your books up-to-date.
Brand Management
Creating a unique and creative identity for your brand or business is an art. We provide the research, incorporate transition, present naming options resulting in a design that encompasses your brand story.
Consulting
Specializing in accounting, innovation and standards, analysis, strategy, planning & growth consulting.
Experiences
Accounting and Consulting Services
Drawing upon his depth of experience as a business manager, consultant, bookkeeper, brand manager and as the principal of Capital Options Inc,
- Jared Fagan is available to consult on accounting, business management, marketing strategy and brand management. With certification as a QuickBooks ProAdvisor for QB Online and QB Desktop migration Jared provides full service bookkeeping, including monthly categorization and reconciliation of all business transactions and accounts. Past financials can be brought up-to-date, monthly profit & loss and balance sheet provided with the close of each period followed by year end closure of books for tax preparation. In addition, customization of COA (chart of accounts) per industry specific standards, proper QB workflow training, report customization, customer invoicing and A/R (accounts receivable) management provided.
- From a consulting perspective, Jared is available to assist in business formation, business strategy consulting to link corporate strategy and financial strategy helping organizations create competitive advantages. Jared works with businesses to generate greater sales and retain more customers. With his Accounting & Bookkeeping Consulting services he can provide QuickBooks account set up, customization of accounts and maintaining of corporate financials. Jared can assist with Digital & Technical Consulting to streamline processes that enhance a company's technical performance by analyzing systems, infrastructure and finding gaps in service or process bottlenecks. His Brand Development service includes Research & Insights, Naming & Nomenclature, Brand Narrative, Visual Identity Creation and Brand Guidelines to develop and maintain a unique, impactful and memorable corporate brand. Utilizing his Brand Management Consulting service helps define a brand's target audience, creating a unique brand position, developing a consistent brand message, and managing the various touch points through which customers interact with the brand.
Effective Results
Jared can quickly understand the needs of a business in any consulting engagement and the strategies to apply for improvement relying upon his experience:
- 22 years of consulting and business experience in private corporate management and consulting services to lower to middle market organizations.
- Co-founder and president of Indiana based real estate investment and brokerage firm, New Venue Corporation, managing a portfolio of investment property and providing brokerage services to real estate investors.
- Co-founder and president of Indiana based construction company, Luik Construction, Inc focused on risk prevention based projects and multi-family complex construction, remodeling and facility management.
- Owner and president of Florida based business consulting company, Capital Options, Inc providing accounting, bookkeeping, business consulting and brand management service.
- Owner, founder and principal of multiple successful businesses, including ones in construction, real estate investment, property management, apparel, web development and marketing, accounting and brand management, growing the enterprises in revenue and/or asset values.
Education, Associations and Certifications
Purdue University 1995-1996
School of Technology, Technical Graphics Communications
Certified ProAdvisor QuickBooks (CPQ)
Intuit QuickBooks NASBA Accountants, 2020 - Present
Real Estate Broker License (RE)
Indiana Real Estate Commission, 2007
Knights of Columbus, Sarasota, FL
Our Lady of Victory Council #3358, 2023
Treasurer of Council, 2024
As seasoned experts in financial management, planning and growth, our firm can do so much more than balance your books. Schedule some time and let’s talk about your needs.
Together we’re unstoppable
You’ve invited us to work with you and we’re ready to make the most of that trust. With our established expertise and your business vision, we can do more than you might think.
Our firm specializes in
- Strategic Planning and Forecasting
- Cost Optimization and Profitability
- Compliance and Risk Management
- Alternative Dispute Resolution (ADR)
- Mediation and Arbitration
- Technology-Driven Efficiency
