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Cash Flow Forecasting and Management, by Jones Advisory LLC

Cash flow forecasting is an integral part of financial management, providing businesses with valuable insights into their future cash flow projections and allowing them to make informed decisions about resource allocation, investment opportunities, and strategic planning.

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Outsourced CFO services by Jones Advisory LLC

As your trusted partner, we offer outsourced CFO services designed to provide experienced insight, strategic guidance, and a comprehensive view of your company’s financial health.

What exactly is an outsourced CFO?

What exactly is an outsourced CFO? An outsourced CFO, or chief financial officer, serves as a valuable resource for businesses by offering experienced financial expertise when critical decisions are at stake. Our outsourced CFO services go beyond providing ad-hoc advice; we step back to assess your company’s financial landscape every month, ensuring that you have a clear understanding of your financial standing.

Strategic Financial Leadership: Tailored Outsourced CFO Services for Your Evolving Business

Outsourced CFO Excellence: Strategic Support for Your Business Goals

Our outsourced CFO services encompass a wide range of strategic functions, including business development, exit planning, risk mitigation, audit support, board presentations, raising capital, and overseeing due diligence on the purchase or sale of a business. Whether you need support with day-to-day financial management or guidance on long-term strategic initiatives, our team of experienced professionals is here to help.

CFO Excellence: Your Path to Financial Success with Jones Advisory

At Jones Advisory, we understand that the duties of a CFO vary depending on the needs of your business. From providing ongoing strategic development and support to delivering monthly consulting services and leading complex negotiations, our outsourced CFOs are dedicated to helping you achieve your financial goals. With our outsourced CFO services, you can expect to save money, save time, gain access to industry-leading expertise, scale your business, and ensure compliance with regulatory guidelines.

Partner with Jones Advisory: Turbocharge Your Business with Outsourced CFO Services.

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Accounting & Auditing, Jones Advisory LLC, Bel Air, MD

Audits

Audits are prepared for companies because outside third parties such as banks, creditors or investors require an auditor’s opinion on the soundness of the financial statements.  Auditors are required to do certain things by the generally accepted auditing standards, including corroborate the amounts and disclosures in the financial statements with evidence.  Auditors issue a report and an opinion.  This level of service is time-consuming, and therefore more costly.

Reviews

A financial review involves a CPA assessing financial statements and performing analytical procedures and inquiries.  The CPA issues a report stating the review was performed according to the Statements on Standards for Accounting and Review Services.  The report provides limited assurance that there are no material modifications that should be made to the financial statements.  Reviews are often prepared for privately held companies because of requirements of outside third parties such as banks, creditors and potential purchasers to feel comfortable that there are no financial misstatements.

Compilations

An accounting compilation is a low-cost auditing service.  Its purpose is to assist managers in presenting financial information in the form of financial statements.  Compilations carry no assurances that there are no misstatements, and they are usually done for simple situations like lender requests.

Certified Projections

Accurate financial projections can be valuable tools in business planning and long-term planning.   It’s a picture of the future of your business, based on historical data and best estimates for future.  A full projection includes an income statement, balance sheet, cash flow statement, various supporting schedules and notes explaining the key assumptions.  Jones Advisory’s experts offer certified projections for a variety of reasons, including debt refinancing, growth models and acquisitions.

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Cloud Accounting, Jones Advisory LLC, Bel Air, MD

It’s the evolution of business accounting services, and Jones Advisory is at the forefront. We’ve coupled our sharp financial skills with cloud-based accounting for a solution that redefines how accounting gets done. Using a 27-point check-up feature, you’ll experience on-line accounting that is accessible anytime, anywhere.

How can you benefit from Cloud Accounting?

Whether you want continuous, easy access to your data 24/7 or you want to go paperless, Cloud Accounting’s advantages are different for every client. Because Jones Advisory is a partner in your business success, we can recommend the best use of Cloud Accounting for your business and guide you through the entire process. You’ll see:

Reduced facility requirements

Reduced number of employees

Minimal equipment and IT costs

Paperless record storage

Paperless payroll

Reduced expenses

Faster identification of problems

Increased Profitability

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Business & Individual Tax Planning and Compliance, Jones Advisory LLC

Tax Planning And Compliance Services

At Jones Advisory LLC, we offer comprehensive tax planning and compliance services to individuals, businesses, and organizations of all sizes. Our team of experienced professionals is dedicated to helping you navigate the complexities of the ever-changing tax landscape while maximizing your tax efficiency and minimizing your liabilities.

Our Approach

We understand that effective tax planning is essential for financial success. That’s why we take a proactive approach to assess your unique situation, identify opportunities, and develop personalized strategies to meet your goals. Whether you’re an individual seeking to optimize your tax position or a business owner looking to minimize your tax burden, we’re here to help.

Contact us - Jones Advisory LLC

410.321.0206

Individual Tax Planning:

Personalized tax planning strategies tailored to your specific financial situation.

Minimization of tax liabilities while maximizing deductions and credits.

Comprehensive tax projections to help you plan for the future.

Strategic guidance on retirement planning, investments, and estate tax planning.

Business Tax Planning:

Structuring business entities for optimal tax efficiency.

Tax planning strategies to minimize business taxes and maximize profits.

Assistance with tax compliance, including preparation of tax returns and filings.

Advice on tax implications of business transactions, acquisitions, and expansions.

Tax Compliance:

Preparation and filing of federal, state, and local tax returns for individuals and businesses.

Compliance reviews to ensure accuracy and minimize the risk of audits

Representation and advocacy in the event of tax disputes or IRS inquiries.

Assistance with tax notices, penalties, and resolution of tax issues.

Why Choose Jones Advisory LLC?

Experience: Our team brings years of experience and expertise in tax planning and compliance to every client engagement.

Personalized Service: We take the time to understand your unique needs and objectives to develop tailored solutions that work for you.

Proactive Approach: We stay ahead of changes in tax laws and regulations to provide proactive advice and strategies that anticipate your future needs.

Commitment to Excellence: Our commitment to excellence means we strive for accuracy, integrity, and professionalism in everything we do.

Contact Us Today

Ready to take control of your tax planning and compliance needs? Contact Jones Advisory LLC today to schedule a consultation with one of our experienced tax professionals. We’re here to help you achieve your financial goals and navigate the complexities of the tax landscape with confidence.