JP Financial Solutions

Our Story

At JP Financial Solutions, LLC, we're not just a typical accounting firm. We're a firm that prides itself on creating personal connections with our clients and working closely with them to meet their unique needs. Our story began in 2009, with a mission to provide a "better" way to serve clients. A "better" way to make work more personal and meaningful. A "better" connection and greater contribution to the lives of those touched by our work.

Who We Are

Our team of professionals is dedicated to providing exceptional service to individuals and small businesses. With years of experience and a passion for helping others, we are committed to exceeding expectations and delighting our clients. Our team includes certified public accountants (CPAs), certified financial planners (CFPs), and other financial experts who work together to provide a comprehensive range of services.

What We Do

At JP Financial Solutions, LLC, we offer a specialized range of services to individuals and small businesses. Some of the services we provide include:

Eldercare

Our firm specializes in providing financial services to seniors. We can help to organize, manage, and protect your personal information and financial assets. Our customized services will provide you with peace of mind, knowing that your financial affairs are in good order.

Tax Services

Our firm provides income tax services to individuals, small businesses, trusts, and estates. We can assist with all of your tax needs, including organizing, planning, tax preparation, and IRS representation.

Financial Services

Our accounting firm provides a wide range of financial services to small businesses and individuals. We provide all levels of accounting support to businesses, including training for QuickBooks and monthly bookkeeping work. For individuals, we can help to organize and plan your personal finances.

Resources

We understand that staying informed is crucial in today's fast-paced world. That's why we've gathered a range of resources to help you stay up-to-date on the latest financial news and trends. From presentations on financial fraud in the senior population to citations and links to our portal, we have everything you need to make informed financial decisions.

Meet Our Owner

Julie Powell, CPA, is the founder and owner of JP Financial Solutions, LLC. With an MBA from the University of Alabama and an undergraduate degree from Vanderbilt University, Julie has a background in corporate finance and accounting. As a certified public accountant, Julie is dedicated to providing exceptional service to her clients and helping them achieve their financial goals.

Our Legacy

At JP Financial Solutions, LLC, our legacy is built on a foundation of integrity, service, and excellence. We're committed to continuing to strive for even "better" with an unwavering focus on our values. We're dedicated to creating long-term relationships with our clients and providing them with peace of mind, knowing that their financial affairs are in good order.