Consulting

Our team has over one hundred years of combined experience, providing value-added unclaimed property consulting services to some of the most respected Fortune 1000 companies.

With ever increasing frequency, we are being asked by clients to provide general guidance about various areas in unclaimed property. Providing the specific insight into your organization’s nuances is the focus here. The JMS team will learn about your organization and find efficiencies that were previously missed. We maintain a low cost structure that results from our high degree of specialization, utilization of technology and built-in economies of scale.

Unclaimed Property consulting is all we do, some suggestions of our services are listed below, if your organization needs something different contact JMS for further information.

Consulting 1

Process mapping is one of the most efficient tools in preparing your organizations unclaimed property compliance P&P. Let JMS sit down with your team and map your process and provide recommendations for enhancements.

Consulting 2

Policy and Procedure Development

JMS provides value by highlighting potential inefficiencies and providing solutions.
JMS is capable of providing any level of service needed, from a complete overhaul to a simple review of your current processes

Consulting 3

Unclaimed Property Compliance Process & Return Review

JMS professionals will review the unclaimed property reports you are about to file at no charge and in most cases will find opportunities to reduce the amounts to be remitted.
JMS recently reviewed a financial services company’s reports and found over $600K in missed exemptions and deductions in just one reporting cycle

Consulting 4

Employee Training and In-House Seminars

JMS employs some of the most experienced professionals and highly regarded speakers in the industry, and we can prepare a training session tailored for your company.
Our professionals frequently speak at Unclaimed Property Professional Organization, Tax Executives Institute, National Restaurant Association, and Healthcare Financial Management Association events.