Business Details
Trusted Accounting & Tax Advisory Services in Bel Air, MD
At Jones Advisory, we are dedicated to helping businesses and individuals navigate complex financial landscapes with confidence and precision. Our team of experienced professionals provides strategic guidance in advisory, tax, and accounting services, tailored to meet the unique needs of each client. With a focus on personalized support, we work closely with clients to optimize operations, manage finances, and identify growth opportunities. Our commitment to excellence ensures that we deliver innovative solutions and practical strategies to help clients achieve their financial goals.Leveraging modern technology, we offer accessible services to clients across the mid-Atlantic region and beyond, ensuring expert guidance regardless of geographic location. Our diverse client base benefits from our deep industry knowledge and a proactive approach to anticipating challenges and developing effective solutions. Whether you are a small business, a growing enterprise, or an individual seeking financial clarity, we are here to support your journey toward long-term success and profitability.
Services
Advisory
Tax
Accounting
QuickBooks Online Training
Bookkeeping Services
Assurance
Financial Statement Compilation
Agreed Upon Procedures
Highlights and features
- We offer personalized financial strategies tailored to your unique business needs.
- Our team provides strategic guidance to optimize tax compliance and financial performance.
- We specialize in helping clients navigate complex tax regulations and planning.
- Our advisory services focus on long-term growth and risk management solutions.
- We serve clients across the mid-Atlantic region with accessible, technology-driven solutions.
Services
Advisory
Our advisory services provide strategic guidance to help businesses and individuals make informed financial decisions. We focus on cash flow forecasting, business growth strategies, and risk management tailored to your specific needs. With personalized support, we help clients optimize operations and achieve long-term success.
Tax
We offer comprehensive tax services including planning, preparation, and compliance to ensure adherence to evolving regulations. Our expertise helps clients minimize liabilities while maximizing efficiency. Specialized services include estate, gift, trust, and state/local tax solutions for individuals and businesses.
Accounting
Our accounting services cover bookkeeping, financial statement compilation, and assurance engagements. We use industry-leading software to maintain accurate records and ensure compliance. Clients receive tailored solutions to optimize financial performance and meet reporting requirements.
QuickBooks Online Training
We provide QuickBooks Online training to equip businesses with the skills to manage financial operations effectively. Our sessions cover software navigation, transaction management, and reporting tools. This service ensures clients maximize the platform's capabilities for their specific needs.
Agreed Upon Procedures
Our agreed-upon procedures are tailored engagements addressing specific financial or operational aspects requested by clients or stakeholders. We deliver precise, objective assessments focused on defined areas, ensuring clarity and actionable insights for compliance or decision-making purposes.
People
Stephanie Drane
Managing Partner
Stephanie Drane, CPA, MT, leads advisory and planning initiatives with a focus on strategic growth and client success. Her expertise spans financial consulting and tax optimization for diverse industries.
Tina Cunningham
Manager
Tina Cunningham manages client relationships and advisory services, leveraging innovative techniques to help businesses prosper through tailored financial strategies and operational improvements.
Lesley Lookingbill
Manager
Lesley Lookingbill, CPA, specializes in business advising and planning, delivering customized solutions to enhance profitability and long-term sustainability for clients across various sectors.
Felice Rudolph
Manager
Felice Rudolph, CPA, focuses on tax compliance and advisory services, ensuring clients navigate complex regulations while optimizing financial outcomes through strategic planning.
Ryan Flanigan
Manager
Ryan Flanigan, CPA, oversees assurance and accounting engagements, providing expert guidance to maintain accurate financial records and meet regulatory requirements for businesses and individuals.
Questions
What services does Jones Advisory offer?
We provide advisory, tax, and accounting services including outsourced CFO support, tax planning, bookkeeping, financial reporting, and QuickBooks Online training.
How can Jones Advisory help with tax compliance?
Our team stays updated on changing tax laws to ensure your business remains compliant while optimizing tax efficiency through strategic planning and reporting.
What industries do you serve?
We work with clients in medical, manufacturing, hospitality, construction, technology, retail, and service sectors across the mid-Atlantic region and nationwide.
Do you offer virtual services?
Yes, leveraging modern technology, we provide accessible accounting and advisory services to clients regardless of their geographic location.
