Brian R. Jones CPA, LLC
Practical CPA Support for Businesses and Families
Practical help with the financial side of your business.
Our services aren't built around selling a package. We start with what the client actually needs.
Accounting & Controllership
Keep the books right without outsourcing the books.
We work with owners and existing accounting staff to maintain reliable financial records and improve the processes behind them.
Our work may include:
* Accounting review and oversight
* Accounting procedures and policies
* Internal controls
* Account reconciliations and cleanup
* Closing procedures
* QuickBooks and accounting system support
* Assistance with unusual or difficult accounting issues
We don't need to be your bookkeeper to help you have better books.
Financial Reporting
Turn good accounting into useful information.
Reliable books should produce information management can actually use.
We assist with:
* Financial statements
* Management reporting
* Budgets and forecasts
* Cash-flow reporting
* Financial analysis
* Excel-based dashboards and reporting
We favor practical solutions using tools our clients already have and understand.
Tax & Compliance
Tax works better when the accounting works.
We provide business and individual tax preparation and planning together with assistance meeting federal, state and other regulatory requirements.
Because we often work with the accounting throughout the year, the tax return becomes part of the financial process rather than a year-end reconstruction project.
Problem & Special Situations
Sometimes something just doesn't look right.
Financial issues don't always fit neatly into a traditional accounting or tax service.
We investigate accounting and financial questions, organize the relevant facts, help evaluate alternatives and develop practical solutions.
When an issue requires legal, investment or other specialized expertise, we can work with the appropriate professionals rather than trying to be the expert in everything.