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Schedule Now (opens a scheduling window)Free evaluation of your books

Bookkeeping & Advisory

From Financial Chaos to Business Clarity.

Your Numbers, Explained. Every Month.

Your business deserves more than accurate bookkeeping. You deserve financial information you can understand, trust, and use to make confident decisions.

Chase Warner combines bookkeeping cleanup, ongoing monthly bookkeeping, and strategic financial guidance to help you understand where your business stands, where your money is going, and what comes next.

Contact Me Today for a Free Evaluation of Your Books.

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Jack R. Gillis, President of Chase Warner Corp.

Your Advisor

Meet Jack R. Gillis

Jack brings more than 40 years of experience in business, finance, strategic planning, and executive leadership to every client relationship.

That experience means your books become more than a record of transactions. Jack connects your financial information to the practical decisions you face—pricing, spending, cash flow, and growth—so you understand what your numbers mean for your business.

You’ll work directly with Jack to understand your financial information and make more confident business decisions. The goal is not simply to keep your books current. It is to give you financial clarity.

In this short video, Jack explains why good bookkeeping should do more than keep records organized—it should help business owners make better decisions.

Contact Me Today for a Free Evaluation of Your Books.

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Services

Services Designed Around Your Business

  • Bookkeeping Cleanup & Catch-Up

    Behind on your books? Unsure whether your financial records are accurate? We help organize past transactions, reconcile accounts, and identify bookkeeping errors so you can move forward with greater confidence in your numbers.

  • Ongoing Monthly Bookkeeping

    Know where your business stands—not just at tax time, but throughout the year. We maintain organized financial records, reconcile accounts, and provide regular reporting, helping you stay informed and make decisions based on reliable information. Applicable ongoing clients also receive a personalized monthly financial video review.

  • Strategic Financial Advisory

    Financial statements should help guide decisions, not simply document the past. We help you understand profitability, cash flow, financial trends, and future opportunities so you can plan with greater clarity and confidence.

Contact Me Today for a Free Evaluation of Your Books.

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Our Process

How Our Process Works

  1. Step 1: Start With a Conversation

    Your free 30-minute appointment is an opportunity to discuss your bookkeeping needs, identify concerns, and explore the best next steps for your business.

  2. Step 2: Get Your Books in Order

    If your records are behind or need correction, we bring them current and set up a bookkeeping routine that fits how your business runs.

  3. Step 3: Stay Informed, Month After Month

    With your books maintained and reconciled, you receive clear, regular reporting and always know where your business stands.

Contact Me Today for a Free Evaluation of Your Books.

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Testimonials

What Our Clients and Colleagues Say

  • I have had the opportunity to work with Jack Gillis as my business coach and strategic advisor, and I have consistently valued his depth of knowledge, practical experience, and ability to see the bigger picture.

    Jack has a remarkable ability to evaluate complex business challenges, identify opportunities for improvement, and translate strategic concepts into practical, actionable steps. His understanding of business operations, financial considerations, and long-term planning brings tremendous value to our conversations.

    What distinguishes Jack is that he does more than offer advice. He challenges business owners to think critically, make informed decisions, and remain accountable for achieving their goals.

    I highly recommend Jack to any business owner seeking an experienced, knowledgeable, and trusted advisor who genuinely understands what it takes to build and sustain a successful business.

    Susan Y.
  • I have had the privilege of working with Jack Gillis for more than 20 years, and throughout that time, he has been an invaluable source of financial knowledge, guidance, and advice.

    I have never met anyone who understands numbers and financial matters the way Jack does. His ability to analyze financial information, recognize important details, and explain complex financial situations in a way that makes sense is truly exceptional.

    Over the years, Jack has helped me with financial planning, budgeting, and important financial decisions. What I appreciate most is that he doesn't simply look at numbers on a page. He understands what those numbers mean, how they relate to the bigger picture, and how they can be used to make better decisions.

    Jack combines extraordinary financial knowledge with practical experience, sound judgment, and a genuine commitment to helping the people he works with. I have trusted his guidance for more than two decades and would highly recommend him to anyone seeking a knowledgeable, experienced, and trustworthy financial and business advisor.

    Brittany H.
  • Working with Jack Gillis has been an extremely valuable experience. Jack brings an extraordinary depth of business knowledge, practical experience, and strategic insight to his work with business owners.

    One of Jack’s greatest strengths is his ability to look beyond the immediate problem and identify the underlying issues that affect a company’s performance. He asks thoughtful questions, challenges conventional thinking, and helps business owners evaluate their options with greater clarity and confidence.

    Jack understands the relationship between financial performance, operational efficiency, and long-term business success. His recommendations are practical, well-reasoned, and focused on achieving meaningful results.

    What sets Jack apart is his combination of extensive executive experience, sound business judgment, and genuine commitment to his clients’ success. I highly recommend him to any business owner or executive seeking a knowledgeable, trustworthy advisor who can help them navigate challenges and make better business decisions.

    Ross K.
  • I have known and worked with Jack Gillis for more than 35 years. Throughout that time, Jack has assisted me with bookkeeping, advised me on numerous business transactions, and provided valuable guidance on a wide range of financial matters.

    What distinguishes Jack is his ability to look beyond the numbers and understand the broader business implications of financial decisions. His experience, practical judgment, and thoughtful approach have made him a trusted resource for me over the years.

    I have appreciated his professionalism, attention to detail, and willingness to provide straightforward advice. I am pleased to recommend Jack Gillis and Chase Warner Corp. to business owners seeking knowledgeable bookkeeping and financial advisory services.

    Allan R.
  • Established 2001
  • 40+ Years of Business Experience
  • Remote Service Nationwide
  • Gold ProAdvisor
View certifications and credentials

Clean Books. Clear Decisions. Stronger Business.

Contact Me Today for a Free Evaluation of Your Books.

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Prefer to reach out directly? Call 972-616-3323 or email jack@chasewarner.com.

Free Evaluation of Your Books