Brian R. Jones CPA, LLC
Practical CPA Support for Businesses and Families
Accounting. Financial Reporting. Tax. Problem solving.
We work primarily with family-owned and closely held businesses, their owners, and families with more complex financial affairs.
Our role is straightforward: help keep the financial side of things right.
Accounting & Controllership
We work with your existing accounting staff to help keep the books right, improve accounting processes, strengthen controls, and provide experienced financial oversight.
Financial Reporting
We prepare financial statements, management reports, forecasts, acquisition models, and practical dashboards designed around the information owners and management actually need.
Tax & Compliance
We prepare business and individual tax returns and help clients meet federal, state and other regulatory requirements. Clean, reliable accounting makes tax preparation more efficient and helps avoid surprises.
Problems & Special Situations
Sometimes something simply doesn't look right. We help investigate financial and accounting issues, organize the facts, identify alternatives, and develop a practical path forward.
Who We Work With
Our business clients are generally family-owned and closely held businesses with their own people handling the day-to-day accounting.
They don't necessarily need another employee or a large finance department. They need experienced CPA support to help their existing organization work better.
We also work with individuals and families with more complex financial affairs, including businesses, investments, trusts and estates, where tax preparation alone may not be enough.
A Practical Approach
Good financial information starts with getting the fundamentals right.
We believe in reliable accounting, sensible controls, useful reporting and solutions that fit the organization.
When specialized legal, investment or other expertise is needed, we work with the appropriate professionals rather than trying to be the expert in everything.
