Jones Financial Advisory

Expert Financial Planning, Analysis, &

Accounting

Our Services

Gold-Mining Process

A one-time deep dive service that uncovers hidden issues in your business finances, providing a clean and organized foundation for growth. This is perfect for goal setting, building a clear roadmap, and alleviating financial stress for CEOs. We strive to save you so much that we cover the cost of our services in the first month.

Included in this service

Goal Planning & Budgeting

Forecasting & Pricing & Margin Analysis

Financial Statement Review & Gold-Mining Principles

Expense tracker & Gold 4 Review

Monthly-Mining Review

Our monthly service keeps you financially sharp. We analyze your numbers, spot patterns, and give you clear actionable insights so you can make smarter business decisions.

Included in this monthly service is

Gold 4 Review & Review of Financial Statements

Forecasting, Projections & KPI review

Variance, Sensitivity Analysis & Cash flow

Add-On Servies

Need more support? Our add-on service covers bookkeeping, tax, and payroll needs. Each is designed to complement your Gold-Mining or Monthly Mining service.

Included in this service is

Bookkeeping & Tax Prep

Tax Planning & Payroll

About
our company

At Jones Financial Advisory, we believe your business deserves more than generic advice — it deserves clarity, confidence, and a financial partner who’s invested in your success. That’s why we’re committed to delivering top-tier service rooted in integrity, responsiveness, and a deep understanding of what it takes to grow a profitable business.

We specialize in helping business owners make smarter financial decisions through hands-on advisory, strategic forecasting, and clean, reliable bookkeeping. Whether you’re navigating growth, improving profitability, or simply trying to get your time back, we bring the insights and tools to make every dollar work harder for you.

We don’t just crunch numbers — we mine for gold. Your goals are our goals, and we’re here to help you build a business that’s not only financially strong but personally fulfilling. Let’s grow together.

Learn more