Business Details
Trusted Accounting & Financial Advisory Services in Bel Air
Jones Advisory has established itself as a trusted partner for businesses and individuals seeking comprehensive financial solutions. Our team of seasoned professionals brings decades of collective experience in accounting, tax planning, and advisory services, delivering tailored strategies that align with each client's unique needs. We prioritize proactive financial management, leveraging cutting-edge technology to provide real-time insights and actionable guidance. Our expertise spans cash flow forecasting, outsourced CFO services, and tax compliance, ensuring clients navigate regulatory complexities while optimizing performance.With a foundation built on integrity and transparency, we maintain rigorous adherence to accounting standards, fostering long-term relationships through personalized attention and results-driven support. Our commitment to continuous improvement and client-centric service positions us as a leader in the industry, dedicated to driving sustainable growth and financial success for every client we serve.
Services
Outsourced CFO
Cash Flow Forecasting
Tax Planning
Bookkeeping Services
Financial Statement Reviews
Highlights and features
- Our team includes CPAs with decades of combined industry experience.
- We implement cloud-based accounting solutions for real-time financial insights.
- We offer tailored services spanning tax compliance to strategic advisory.
- Our client-first approach focuses on long-term financial growth and stability.
- We serve diverse industries including healthcare, manufacturing, and technology.
What people say
Expert financial guidance
Personalized support
Strategic solutions
Strong industry knowledge
Reliable service
Services
Outsourced CFO
Our outsourced CFO services provide strategic financial leadership for growing businesses. We offer expertise in financial planning, risk management, and capital acquisition, delivering fractional CFO support tailored to your organization's needs. Our team helps clients develop growth strategies, improve financial performance, and navigate complex business decisions with confidence.
Cash Flow Forecasting
We implement comprehensive cash flow forecasting and management solutions to ensure business financial stability. Our services include 13-week cash flow statements, working capital optimization, and liquidity analysis. We help clients establish best practices for cash monitoring and financial decision-making through expert guidance and real-time financial insights.
Tax Planning
Our tax planning services focus on minimizing liabilities while ensuring full compliance with tax regulations. We offer year-round tax strategy development, entity structuring, and compliance support for individuals and businesses. Our approach combines proactive planning with regulatory expertise to optimize tax outcomes and prevent potential issues.
Bookkeeping Services
We provide complete bookkeeping solutions including accounts payable/receivable management, bank reconciliation, and financial reporting. Our cloud-based systems enable real-time financial tracking while maintaining compliance with accounting standards. We help businesses maintain accurate records that support informed decision-making and financial transparency.
Financial Statement Reviews
Our financial statement compilation and review services ensure accurate reporting for stakeholders and regulatory purposes. We offer limited assurance engagements that verify financial data accuracy through analytical procedures, providing businesses with reliable financial statements that meet reporting requirements while maintaining operational efficiency.
People
Stephanie Drane
Managing Partner
CPA and Master of Taxation graduate with extensive expertise in financial advisory and business strategy, leading client engagements to deliver customized solutions for long-term business success.
Tina Cunningham
Manager
Experienced accounting professional with specialized knowledge in business advising, focusing on strategic planning and implementation of innovative financial solutions for diverse client needs.
Lesley Lookingbill
Manager
Certified Public Accountant with strong background in financial consulting, helping clients navigate complex business environments through data-driven insights and strategic guidance.
Rebecca Argabright
Staff Accountant
Dedicated accounting professional providing detailed financial support and client service, contributing expertise in bookkeeping and reporting to ensure accurate financial management.
Christa Flanagan
Staff Accountant
Entry-level accountant assisting with core accounting functions, committed to delivering precise financial information and supporting clients through accurate record-keeping practices.
Questions
What accounting services does Jones Advisory offer?
We provide outsourced CFO services, cash flow forecasting, bookkeeping, tax planning, and financial statement reviews tailored to business and individual needs.
Do you serve businesses outside Maryland?
Yes, we serve clients across the Mid-Atlantic region and provide remote services to businesses nationwide through our technology platforms.
How does your tax planning differ from standard services?
Our approach combines proactive year-round strategy with industry-specific expertise to minimize liabilities while ensuring full compliance with changing regulations.
What industries do you specialize in?
We work with healthcare providers, manufacturers, restaurant/hospitality businesses, construction firms, technology companies, and retail operations.
Can you help with QuickBooks implementation?
Yes, we offer QuickBooks Online training and implementation support to help businesses optimize their accounting processes and cloud-based financial management.
What are your office hours?
Regular hours are Monday-Friday 8:00 AM-5:00 PM, with summer hours Monday-Thursday 8:00 AM-4:30 PM for in-person consultations.
