Business Details
33 Years
experience
Your Trusted Partner for Accounting Solutions
Jones Square Financial Services has been delivering expert accounting and bookkeeping services since 1993, specializing in empowering small businesses across the United States. Our team of seasoned professionals brings over a century of combined experience, offering tailored financial solutions that align with the unique needs of each client. We pride ourselves on integrating seamlessly into our clients' operations, providing insightful analysis and proactive support to drive business growth. Our commitment to excellence is reflected in our personalized approach, ensuring every client receives accurate financial reporting, strategic guidance, and peace of mind.As a trusted partner, we prioritize transparency, reliability, and continuous improvement, helping businesses streamline their financial processes and focus on achieving their core objectives. With certifications including QuickBooks ProAdvisor status, we combine technical expertise with industry best practices to deliver exceptional value. Our dedication to client success is evidenced by long-term relationships and testimonials from satisfied clients across diverse industries.
Services
Bookkeeping Services
Payroll Management
QuickBooks Support
Financial Reporting
Fractional CFO Services
Invoicing Management
Accounts Payable
Accounts Receivable
Tax Preparation
Details
- Year established: 1993
Highlights and features
- Collectively 100+ years of accounting experience with degreed professionals
- Customized service plans for full back-office support or a la carte needs
- Certified QuickBooks ProAdvisors with specialized software expertise
- Transparent processes with regular client communication touchpoints
- Proven track record serving 65+ clients across multiple industries
Associations and certifications
- QuickBooks ProAdvisor
What people say
Professional and accurate
Complete solution
Heartily endorse
Peace of mind
Proactive staff
Services
Bookkeeping Services
Our comprehensive bookkeeping services maintain accurate financial records through systematic transaction tracking, account reconciliation, and financial statement preparation. We handle accounts payable/receivable, payroll processing, and tax reporting while implementing internal controls to prevent errors. Clients receive monthly reports with actionable insights to improve cash flow and financial decision-making.
Payroll Management
We streamline payroll operations through complete tax filing compliance, direct deposit processing, and employee onboarding support. Our services include W-2 preparation, benefit administration, and customized payroll schedules while ensuring adherence to federal/state regulations. This reduces liability risks while saving business owners 10+ hours monthly.
QuickBooks Support
As certified ProAdvisors, we optimize QuickBooks platforms through system setup, data migration, and customized reporting. Our team provides training, month-end closing assistance, and integration with existing business systems. This ensures clients maximize software capabilities while maintaining GAAP-compliant financial records.
Fractional CFO Services
Access experienced financial leadership for budgeting, forecasting, and business strategy without full-time executive costs. We analyze financial trends, develop growth strategies, and provide advisory services to improve profitability. Clients gain data-driven insights for major business decisions.
Invoicing Management
Our invoicing services ensure timely payments through automated billing cycles, invoice matching, and collections management. We implement document management systems and generate revenue reports to improve cash flow. This reduces payment delays by 40% while maintaining client/vendor relationships.
People
Mike Perkins
Chief Executive Officer
With extensive financial institution experience, Mike directs company vision and ensures exceptional client service. Former CFO managing 20+ companies, he specializes in financial analysis, capital budgeting, and business evaluation.
Tyler Wicke
Fractional CFO
15+ years in corporate finance with expertise in financial strategy, process improvement, and system analysis. Holds master's in finance from University of Arizona and leads CFO services practice.
Ana De Assuncao
Senior Accountant
25+ years in cost/financial management across construction and manufacturing industries. Specializes in financial reporting analysis and accounting operations oversight with CIMA certification.
Molly Minar
Senior Accountant
25+ years in multi-industry accounting with expertise in payroll tax compliance, financial statement preparation, and QuickBooks implementation across complex business structures.
Diana Davis
Bookkeeper
10+ years managing accounts payable/receivable and payroll with QuickBooks expertise. Specializes in reconciliation and reporting for small business clients.
Questions
What accounting services do small businesses need most?
Essential services include accounts payable/receivable, payroll, reconciliations, financial reporting, and tax preparation. We customize solutions based on business size and complexity.
How much do accounting services cost?
Bookkeeping starts at $500/month. Pricing depends on transaction volume and service scope. We provide personalized quotes after assessing your specific needs.
What software do you use?
We specialize in QuickBooks Online with certified ProAdvisors. We also support clients using other platforms like Great Plains and NetSuite.
Can you help with tax preparation?
Yes, we offer corporate and personal tax planning, preparation, and compliance services as part of our comprehensive accounting solutions.
Do you serve businesses outside Texas?
We provide virtual accounting services nationwide from our Plano office, serving clients in all 50 states through secure online platforms.
What industries do you specialize in?
We work with construction, service industries, healthcare, and professional services firms, adapting our expertise to each sector's unique requirements.
