Graham + Jones | Advisors + Accountants: Company Profile

Background

Overview

Graham + Jones is a boutique Certified Public Accounting (CPA) firm based in Fort Worth, Texas, specializing in accounting, tax, and advisory services. Established in 2019, the firm caters to business owners, family offices, and high-net-worth individuals, offering personalized and strategic financial guidance.

Mission and Vision

The firm's mission is to provide deep expertise, proactive advice, and a personal approach to every client, ensuring clarity and confidence in their financial decisions. Their vision is to be a trusted partner, delivering exceptional service and strategic insight to clients across Texas and beyond.

Primary Area of Focus

Graham + Jones focuses on delivering comprehensive accounting, tax, and advisory services tailored to the unique needs of each client. Their expertise spans various industries, including oil and gas, real estate, healthcare, and financial services.

Industry Significance

As a boutique firm, Graham + Jones combines the technical expertise of larger firms with the personalized service of a smaller team, positioning itself as a significant player in the accounting industry. Their approach allows them to build long-term relationships and provide tailored solutions that address complex financial challenges.

Key Strategic Focus

Core Objectives

Deliver personalized and responsive service to clients.

Provide strategic financial guidance to support clients' long-term goals.

Maintain a high level of technical expertise to address complex financial matters.

Specific Areas of Specialization

Accounting and bookkeeping services.

Business and individual tax planning and compliance.

Advisory services, including strategic financial planning, succession planning, and transaction support.

Key Technologies Utilized

Graham + Jones employs advanced accounting software and financial management tools to ensure accuracy and efficiency in their services. While specific technologies are not detailed, their commitment to staying ahead of industry standards suggests the use of current and effective technologies.

Primary Markets or Conditions Targeted

The firm primarily serves clients in Texas, with a focus on business owners, family offices, and high-net-worth individuals. They also cater to clients with complex financial needs, including those in the oil and gas, real estate, healthcare, and financial services industries.

Financials and Funding

Funding History

As a privately held firm, Graham + Jones has not publicly disclosed detailed funding information. The firm's revenue is estimated to be in the range of $1 million to $10 million.

Total Funds Raised

Specific details regarding total funds raised are not publicly available.

Notable Investors

As a privately held firm, Graham + Jones has not publicly disclosed information about its investors.

Intended Utilization of Capital

While specific plans for capital utilization are not detailed, the firm's focus on providing comprehensive and personalized services suggests that any capital would be directed towards enhancing service offerings, expanding their team, and investing in technology to better serve clients.

Pipeline Development

As a service-oriented firm, Graham + Jones does not have a product pipeline. Instead, they focus on developing and expanding their service offerings to meet the evolving needs of their clients.

Technological Platform and Innovation

Proprietary Technologies

Graham + Jones utilizes advanced accounting software and financial management tools to ensure accuracy and efficiency in their services. While specific proprietary technologies are not detailed, their commitment to staying ahead of industry standards suggests the use of current and effective technologies.

Significant Scientific Methods

The firm employs strategic financial planning methodologies, including budgeting, forecasting, and decision-making processes that drive growth and resilience for their clients.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, the firm's use of advanced technologies indicates a potential integration of AI tools to enhance service delivery and operational efficiency.

Leadership Team

Darrell Graham, CPA – Managing Partner

Darrell Graham brings over 20 years of experience in tax and advisory services. Prior to co-founding Graham + Jones, he spent over a decade at KPMG LLP, advising high-net-worth individuals, family offices, and privately held businesses. He holds a BBA and an MS in Accounting with a focus in Taxation from Texas A&M University.

Michelle L. Squires, CPA – Partner

Michelle Squires has more than 15 years of experience in tax compliance and consulting. Before joining Graham + Jones, she served as controller for a custom home builder and worked in the federal tax department of a large family office. She earned her Bachelor of Business Administration in Accounting from Oklahoma State University.

Allison Klein – Director

Allison Klein has 26 years of experience in the accounting field. She serves as a Director at Graham + Jones, contributing her expertise to the firm's strategic initiatives.

Ariell Torres – Senior Tax Manager

With 18 years of experience, Ariell Torres serves as the Senior Tax Manager at Graham + Jones, overseeing complex tax matters for clients.

Taylor Hughston – Senior Manager

Taylor Hughston brings 19 years of experience to his role as Senior Manager, providing leadership and guidance on various client engagements.

Darlene Bailey – Firm Administrator

Darlene Bailey has 29 years of experience and serves as the Firm Administrator, ensuring smooth operations within the firm.

Delma Licon – Senior Associate

With 19 years of experience, Delma Licon serves as a Senior Associate, contributing to the firm's client service and operational efficiency.

Competitor Profile

Market Insights and Dynamics

The accounting industry is characterized by a mix of large national firms and specialized boutique firms. Boutique firms like Graham + Jones offer personalized services that appeal to clients seeking tailored financial guidance. The market is competitive, with firms differentiating themselves through specialized expertise, client relationships, and service quality.

Competitor Analysis

Grant Thornton LLP: A global accounting firm offering a wide range of services, including audit, tax, and advisory.

CliftonLarsonAllen (CLA): A national firm providing comprehensive services to clients across various industries.

Eide Bailly LLP: Offers accounting, tax, and consulting services with a focus on personalized client relationships.

Plante Moran: Provides audit, tax, consulting, and wealth management services, emphasizing client-centric solutions.

Strategic Collaborations and Partnerships

Graham + Jones has not publicly disclosed specific collaborations or partnerships. However, their focus on personalized service and strategic guidance suggests potential collaborations with industry experts and organizations to enhance service offerings.

Operational Insights

Graham + Jones differentiates itself through its boutique size, allowing for personalized attention and tailored solutions. Their team comprises professionals with experience from larger firms, enabling them to offer high-level expertise with a client-focused approach.

Strategic Opportunities and Future Directions

The firm has opportunities to expand its client base by leveraging its personalized service model to attract clients from larger firms seeking more tailored solutions. Additionally, exploring strategic partnerships and expanding service offerings can further strengthen their market position.