Brian R. Jones CPA, LLC
Clarity for business owners
Financial clarity for business owners who’ve outgrown their numbers
We diagnose and fix broken financial systems so your reports reflect reality — and your decisions are made with confidence.
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What clarity gives you
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Confidence in profitability — by customer, job, or segment
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Real visibility into cash flow and constraints
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Decisions based on facts, not assumptions
Numbers are the output of your systems. We fix the systems so the numbers make sense.
​Built for owner-managed businesses​
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We work best with businesses that:
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Typically $500k+ in revenue
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Are outgrowing basic QuickBooks reporting
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Need better visibility into performance and cash flow
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Are making decisions without reliable financial insight
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Not a fit:
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Simple tax-only engagements
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Low-cost bookkeeping or transactional work
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Where We Engage
We step in at transition points when clarity, controls, or decision visibility break down
Startup (Post-formation)
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Initial Structure - Runway visibility
Growth
Reporting gaps - Cash decisions
Complexity / Transition
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Controls - System redesign
Project-based engagements: diagnose issues, implement fixes, then step back once systems work.
How We Work
We are not an ongoing accounting provider.
We solve problems.
1. Diagnose
We assess your financial statements, reporting, and processes to identify gaps, risks, and inconsistencies. A Financial
Clarity Assessment is the first step in this process.
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2. Define
We determine what needs to be fixed - and what does not. This definition is presented to the decision makers and a Fix &
Implement plan is developed and agreed upon.
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3. Fix & Implement
We design and improve financial systems, reporting, and controls, and assist with implementation.
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4. Independence
Once the system works, ongoing involvement is not required. We are not an ongoing accounting provider by design.
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Client returns when new issues arise - not because they are dependent on us.
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What We Do
Financial Systems & Reporting
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We correct broken or incomplete accounting and reporting structures.​
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Cash Flow & Decision Support
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We identify visibility gaps and build tools to support business decisions.
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Internal Controls & Risk
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We evaluate and redesign controls to reduce exposure and dependency risk.
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Tax Strategy (Integrated)
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We align tax planning with how your business actually operates.
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Tax Preparation as a Financial Diagnostic
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For some clients, tax preparation becomes the entry point — not the core service.
Tax work is separate-but it is also informative.
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Before tax preparation, we:
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Review financial statements independently
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Identify errors, inconsistencies, and structural issues
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Determine whether additional corrective work is needed
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Tax preparation is always a separate engagement.
If issues are identified, corrective work is scoped independently.
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Continued Insight
For clients who want continued insight:​
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Scheduled financial review
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Financial, accounting and statutory advisory, a "how to" resource.​
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Analytical feedback on performance
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Identification of emerging issues
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This is advisory only - not bookkeeping, controller work, or management execution.
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What We Do Not Do
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We do not provide bookkeeping or transactional accounting
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We do not function as your controller or accounting staff
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We do not manage your business or make decisions on your behalf
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Ownership and management remain responsible for all decisions.
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When Clients Engage Us
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Financial reports don't match reality
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Cash flow is unclear or inconsistent
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Too much depends on one person
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Decisions are being made without reliable data
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The busines has outgrown its systems
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Our Approach
We build an advisory relationship with our clients allowing their business to operate independent of our continued involvement.
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We design financial systems that reduce your reliance on continuing outside support - while improving your confidence in your business.
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Start With Clarity
Before making changes, understand:
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Where your business stands
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What is not working
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What needs to change
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