About Us
1 JM Tech Consulting is a spreadsheet creation and financial consultation firm based in Corpus Christi, Texas. We offer custom spreadsheet creation for businesses and individuals. Whether you don’ t have the right software or simply don’t have the time to build your own custom spreadsheets, our experts are here to help.
Contact us today to learn how the 1 JM team can help you tackle those complex problems and get your finances back on track.
Who We Are
1 JM Tech Consulting is a team of financial consultants and data pros working hard to simplify everyone’s finances. Founder David Boatright, CPA, has extensive experience helping small businesses and individuals navigate their tax savings, audits, retirement savings, and more.
He noticed his clients had a need for more specific, custom-tailored data management — and he didn’t have the time to set up a personalized spreadsheet for everyone. That’s why he partnered with the rest of the 1 JM team to create a unique spreadsheet service that would serve his clients old and new.
Today, 1 JM offers custom spreadsheets and financial counseling throughout the country. With 100% online service, fast turnarounds, and expertise from real financial professionals, 1 JM is the easiest way to get your data in order.
Custom Spreadsheets for All Situations
Need a spreadsheet? 1 JM’s customized spreadsheets are perfect for all kinds of financial scenarios. Whether you’re planning for the long term or just prepping for your taxes this season, get in touch with us.
- Our spreadsheet pros have helped:
- Small business owners
- Freelancers and sole proprietors
- Households
- Working professionals
- Retirees
The 1 JM team makes it easy to turn your most complicated financial scenarios into a clean, easy-to-understand equation.
Our Process
Ready to get started? Here’s what to expect from our custom spreadsheet service.
Request your Spreadsheet
Reach out to us to request your custom spreadsheet. Be sure to provide as many details as possible — the more we know about your unique financial situation, the better we can personalize your solution.
Chat with an Expert
Depending on your situation, one of our financial experts may reach out to you for more information. We’ll discuss the specific data you need to incorporate to make sure we’re getting the job done right.
Receive your Spreadsheet
1 JM does all the heavy lifting for you. We’ll set up your spreadsheet with custom equations, so you just have to plug in the numbers. Then we’ll deliver your custom spreadsheet online.
Consultation
Need a little further guidance? We can set you up with a professional financial consultation. In this session, one of our experts will walk you through how to use your spreadsheet, then consult with you on the best steps to turn that data into money-saving action.
Request Your Custom Spreadsheet Today
Don’t get lost in the numbers. We’re here to help you manage even your most complicated financial situations.
Contact 1 JM Tech Consulting today to fill out your request!
