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Our Values

Jones & Associates is a local firm, actively involved in our community, with a focus on service and a passion for helping businesses, their owners, executives, families and individuals not only comply with filing requirements but understand their financial data and convert it to information to improve business profit and individual wealth.

Personal and Professional Service

With 25+ years running and serving small businesses and individuals we understand the issues you face every day.  We have regional firm experience providing business financial reporting, consulting and tax compliance services to both individuals and business.

We have made a very conscious decision to work with businesses and individuals that share our values and to keep our client base at a level where you will always be working with one of the owners or a vetted and trusted subject matter expert. By combining our expertise, experience and personal perspective each client receives close personal and professional service.


Business and personal finances are critical to success and wellbeing.  We know that those who choose our firm rely on timely and competent advice, tailored to their individual situation.  We strive to be responsive to your inquiries, transparent in what we tell you, proactive in identifying opportunities and serving as a resource to our clients.

Forward Looking

There are a lot of great firms providing compliance, based on historical data and telling you where you have been, and we do provide those services as well.  However, we work primarily with individuals and closely held businesses that recognize the value of looking forward.  Clients that realize the most value from Jones & Associates are those that include us as part of their strategic team; to consider the financial impact of various strategies (personal and business) and to provide progress reporting in the way of dashboards and key metrics to drive success.


A firm is known for the quality of its service. Our firm and individual reputations reflect our integrity and the high standards we demand of ourselves.

Our primary goal as trusted advisors is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Jones & Associates, P.C. 2021