Brand Personality

We are a small group of warm and welcoming professionals who go out of our way to make our clients feel at ease. We care deeply about our clients’ best interest and go above and beyond to provide exceptional customer service. Our clients have differing expectations about what a full service CPA firm should be and we do our best to understand, meet, and even exceed, those expectations.  Building mutually beneficial long-term relationships with our clients is at the heart of our business model. Therefore, we put a lot of effort into creating and fostering positive relationships with our clients.

We do things differently from typical, large CPA firms. Everyone in our office is familiar with each of our client’s situation and goals. We view ourselves as partners in our clients’ businesses, and come along side them to help achieve their goals. We never make our clients feel embarrassed or uncomfortable and are proud of how we educate and build our clients up. We meet our clients where they are, functioning in an adversarial role, with a non-adversarial attitude.
We take a very intuitive, creative approach to the tax and accounting services we provide. Our work is precise and professionally delivered, yet we employ out of the box thinking that results in creative solutions. We are always looking for better ways of doing things and have worked hard to develop streamlined processes that are efficient and non-intrusive.

As a boutique firm, we compete on service, quality work and exemplary customer service rather than price. We will not compromise the client experience for any reason.

The Jones Group:

  • Is efficient and professional, yet warm and caring
  • Tells clients the truth about their financial situation, but does so without an adversarial attitude
  • We operate with skepticism, but are also dedicated advocates of our clients’ best interest