Communication
Attention
Guidance
If you aren’t getting the financial guidance you need, it’s time to make a change.
Even with a professional handling your books, you may still be confused about your numbers and question how the business decisions you’re making today will affect your bottom line next month.
Uncertainty About Your Current Standing
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Missed Tax Optimizations
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Poor Business Decisions
A professional team that gives your small business the attention it deserves.
Timely Communication
You’ll have monthly contact with your dedicated CPA to answer any questions you have.
Expert Guidance
We’ll make sure you understand what’s going on with your business’s financial health.
Informed Decisions
Feel confident in knowing how your business decisions will affect your finances.
We know how overwhelming it is trying to understand your finances alone.
Your business deserves a trusted accounting partner who will guide you in your financial journey. That’s why we’ve been helping small businesses like yours understand their numbers and make growth-minded business decisions since 2011.
Small Business Accounting Services
Accounting
- Categorize transactions
- Reconcile accounts
- Prepare monthly financial statements
- Clean up general ledger
- Prepare 1099s
- Process payroll
Tax
- Business tax return
- Franchise tax return
- Property rendition
- Sales tax
Advisory
- Quarterly advisory meetings
- Key performance metrics
- Phone call & email support
- Tax planning
Let’s Explore Working Together
Tell us about your goals
We'll hop on a free consultation call where you tell us about your business and financial goals.
We’ll send you a proposal
You'll receive a custom proposal with the accounting services that best fit your needs.
We help you
Upon signing, we'll start the process of managing your finances and setting you up for success.
Our Specialty Areas
We work with many types of small and midsize businesses in various industries, including:
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Oil & Gas Service
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Medical
Our Client-Centric Approach
At Jones CPA Group, our mission is to educate and empower you with a strong understanding of your financial picture so that you can make informed decisions for your business. We prioritize timely, regular communication and get to know your business’ unique structure and goals. Your business will get the personalized attention you’ve been looking for. Let us handle all of your accounting needs and ensure compliance every step of the way.
Come experience the difference of working with a trusted, relationship-based CPA.
“I have had a great experience working with Tracy and her staff. They have taught us so much and understand the importance of tax care throughout the year. She is always available and I feel comfortable asking questions until I understand. We’ve loved our experience so much that we have now started to work with Robare & Jones Wealth Management for retirement. You will not be disappointed working with Tracy Jones and her team.”
- Cassie Gallagher
We also offer tax planning & wealth management services for high-net-worth individuals.
Looking for high-touch, personalized CPA services to steward your hard-earned assets?