Business Details
Your Trusted Partner for Accounting and Financial Services
Albertson & Jones is a hybrid cloud and in-person accounting firm dedicated to providing comprehensive tax, accounting, and financial advisory services. Our team specializes in serving closely held businesses and their owners, offering tailored solutions that simplify financial management. We combine remote efficiency with face-to-face collaboration to ensure personalized support. Our services include outsourced accounting, part-time CFO services, business advisory, personal financial planning, and wealth management.We prioritize professionalism, responsiveness, and client-centered service to help clients achieve long-term financial success. By leveraging advanced technology and industry expertise, we reduce the stress of financial compliance and empower businesses to focus on growth. Our commitment to accuracy, compliance, and strategic guidance ensures clients receive actionable insights that drive profitability and stability.
Services
Tax Services
Outsourced Accounting
Part-Time CFO Services
Wealth Management
Business Advisory Services
Highlights and features
- We offer fully outsourced accounting options to reduce internal costs.
- Our team provides real-time reporting and analytics for informed decisions.
- We specialize in tax compliance and strategic financial planning.
- Our professionals have decades of experience in accounting and wealth management.
- We prioritize client satisfaction with personalized, responsive service.
Services
Tax Services
We provide comprehensive tax planning and preparation for individuals, businesses, and not-for-profits. Our team ensures compliance with evolving tax laws while optimizing your financial position. Clients benefit from strategic advice to minimize liabilities and avoid penalties.
Outsourced Accounting
Our outsourced accounting services handle bookkeeping, payroll, and financial reporting. This allows businesses to focus on growth while we ensure accurate records, timely compliance, and access to advanced accounting tools without additional costs.
Wealth Management
We offer personalized wealth management strategies to protect and grow personal assets. Services include retirement planning, investment management, and estate planning, tailored to individual goals and risk tolerance for long-term financial security.
Part-Time CFO Services
Our part-time CFO services provide strategic financial leadership for businesses. We assist with budgeting, forecasting, and cash flow management to enhance profitability and guide data-driven decision-making for sustainable growth.
Business Advisory Services
We help businesses develop strategic plans and operational strategies. Our advisory services focus on improving efficiency, compliance, and profitability through customized solutions aligned with each client's unique industry and goals.
People
Jayme Jones
President and CEO
Jayme leads Albertson & Jones with a focus on innovation and client service. With extensive experience in accounting and business strategy, she ensures the firm delivers high-quality solutions tailored to client needs.
Randy L. Albertson
Director of Wealth Services
Randy specializes in wealth management and financial planning, helping clients achieve long-term financial goals. His expertise in tax-efficient strategies ensures clients maximize their assets while minimizing liabilities.
Carly Whitener
CPA
Carly provides expert accounting and tax advisory services, focusing on accuracy and compliance. Her client-centered approach ensures businesses receive actionable insights to improve financial performance and stability.
Marylea Kibilko
CPA
Marylea specializes in business tax services and financial reporting. Her attention to detail and deep understanding of tax regulations help clients navigate complex compliance requirements with confidence.
Dorene Houston
Client Accountant
Dorene manages client accounting needs with a focus on bookkeeping and payroll solutions. Her proactive approach ensures clients maintain accurate records and meet deadlines efficiently.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, payroll processing, financial reporting, and tax compliance services tailored to small businesses' needs.
Can you help with personal financial planning?
Yes, we offer personalized financial planning for retirement, education savings, investment strategies, and estate planning.
Do you work with not-for-profit organizations?
Yes, we specialize in tax and accounting services for not-for-profits, ensuring compliance with specific regulations.
How do your part-time CFO services benefit businesses?
Our CFO services provide strategic financial leadership, budgeting, and cash flow management to improve profitability and decision-making.
What technology do you use for accounting?
We utilize advanced tools like QuickBooks, ADP, and ShareFile for efficient, secure, and real-time financial management.
