Business Details
Trusted Accounting and Tax Services in Bel Air, MD
Jones Advisory is a dedicated accounting firm committed to delivering tailored financial solutions for businesses and individuals. With a focus on superior client service and technical expertise, we specialize in advisory, tax, and accounting services designed to optimize financial performance and ensure regulatory compliance. Our team leverages cutting-edge technology to provide strategic guidance in cash flow management, tax planning, and business growth.We prioritize personalized support, understanding each client's unique journey to develop customized strategies that mitigate risks and capitalize on opportunities. With decades of combined experience, our professionals serve clients across the mid-Atlantic region and nationwide, maintaining a steadfast commitment to transparency, ethical standards, and long-term client success.
Services
Outsourced CFO
Tax Planning
Bookkeeping
Financial Statements
Cash Flow Forecasting
QuickBooks Training
Business Advisory
Highlights and features
- We offer personalized financial strategies tailored to your unique business needs.
- Our team maintains proactive tax compliance and optimization expertise.
- We implement cutting-edge technology for accurate financial reporting and forecasting.
- Our professionals provide strategic guidance with decades of combined industry experience.
- We serve clients nationwide with remote accessibility and local market understanding.
Services
Outsourced CFO
Our outsourced CFO services provide strategic financial guidance for businesses needing expert oversight without full-time employment. We offer fractional CFO support for business development, exit planning, and capital raising. Clients benefit from experienced professionals delivering monthly consulting and complex financial negotiations tailored to their specific growth objectives.
Cash Flow Forecasting
We implement best practices for cash flow management including 13-week forecasting and cash conversion cycle analysis. Our services help businesses maintain liquidity, meet obligations, and make informed investment decisions. We provide tools for regular cash flow monitoring and risk mitigation strategies to ensure financial stability.
Tax Planning
Our comprehensive tax services cover planning, preparation, and compliance for individuals and businesses. We specialize in minimizing tax liabilities through strategic entity structuring and identifying deductions. Our team stays current with tax law changes to ensure regulatory compliance while maximizing client savings.
Bookkeeping Services
We offer full-cycle bookkeeping including accounts payable/receivable management and financial reporting. Our cloud-based solutions provide real-time data access while ensuring accuracy through regular reconciliations. Services include budgeting support and customized reporting to improve financial visibility for business decisions.
Financial Statements
We prepare audited financial statements and perform review engagements to ensure regulatory compliance. Our services enhance stakeholder confidence through accurate reporting and transparency. We provide compilation services for internal use and limited assurance reviews for external stakeholders like investors and lenders.
People
Stephanie Drane
Managing Partner
CPA with expertise in business advising and strategic planning. Focuses on client relationship development and innovative financial solutions for business growth.
Tina Cunningham
Manager
Specializes in tax compliance and financial advisory services. Brings extensive experience in guiding clients through complex tax regulations and business planning.
Lesley Lookingbill
Manager
Provides strategic financial guidance with focus on business development and client-specific solutions. Experienced in optimizing financial operations for long-term success.
Rebecca Argabright
Staff Accountant
Supports clients with accurate financial reporting and compliance. Focuses on delivering precise accounting solutions tailored to individual business needs.
Christa Flanagan
Staff Accountant
Assists with bookkeeping and tax preparation services. Committed to maintaining accuracy and providing reliable financial support for business operations.
Questions
What accounting services do you offer?
We provide outsourced CFO services, cash flow forecasting, bookkeeping, tax planning, and financial statement preparation tailored to business and individual needs.
Do you serve clients outside Maryland?
Yes, we serve clients throughout the mid-Atlantic region and offer remote services to businesses nationwide using cloud-based technology.
How do you handle tax compliance?
Our tax services include planning, preparation, and compliance reviews to ensure adherence to federal, state, and local regulations while minimizing liabilities.
What industries do you specialize in?
We work with diverse industries including medical, manufacturing, hospitality, construction, technology, and retail sectors to provide tailored financial solutions.
How can I schedule a consultation?
Contact us at 410.321.0206 or through our website to schedule a complimentary consultation with our accounting professionals.
What sets you apart from other firms?
We combine technical expertise with personalized service, leveraging technology to deliver proactive financial strategies tailored to each client's unique needs.
