Jones Square Financial Services Company Research Report
Company Overview
Name and Mission of the Company
- Company Name: Jones Square Financial Services
- Mission: Help companies to stay focused and grow smart by offering efficient business management solutions.
Founding Details
- Founded: 1993
- Founder Information: No information is available.
Key People
- Mike Perkins: Chief Executive Officer (CEO) of Jones Square and parent company Kinsman Ventures.
- Dorothy Freeman: Director of Bookkeeping.
- Tyler Wicke: Fractional CFO.
- Ana De Assuncao: Senior Accountant.
- Molly Minar: Senior Accountant.
- Diana Davis: Bookkeeper.
- Raelee Minter: Accountant.
- Brianna Sanchez: Bookkeeper.
Headquarters
- Location: 6205 Chapel Hill Blvd, Suite 200, Plano, TX 75093
Number of Employees
- Employees: Not specified, but collectively more than 100 years of combined experience among the leadership and accounting professionals.
Revenue
- Revenue Details: No information is available.
Known For
- Specialization: Outsourced accounting and bookkeeping services for small businesses across the USA. The company is recognized for its client-focused approach, professionalism, and integration into clients' operations.
Products and Services
Products and Services Offered
- Accounting Services: Accounts Payable, Accounts Receivable, Reconciliations, and Invoicing Management.
- Bookkeeping Services: Comprehensive bookkeeping solutions including data entry, financial record keeping, and reporting.
- Payroll Management: Outsourced payroll services including tax filings and employee benefits management.
- Fractional CFO Services: Financial strategy, strategic planning, and budgeting.
- Financial Reporting Services: Preparation of income statements, balance sheets, and other financial reports.
- QuickBooks Services: Certified QuickBooks accounting assistance for better bookkeeping and financial management.
High-Level Product Descriptions
1. Outsourced Bookkeeping Services: Personalized bookkeeping solutions that ensure accurate and detailed financial records, enabling businesses to streamline financial management.
2. Payroll Management: Manages the end-to-end payroll process, ensuring compliance and precision in payroll tasks.
3. Fractional CFO Services: Offers businesses on-demand CFO expertise for strategic guidance, financial planning, and cash flow management.
Key Features of Each Product
- Bookkeeping: QuickBooks setup, monthly reconciliations, detailed financial insights, and error reduction.
- Payroll Management: W-2 processing, compensation analysis, and onboarding assistance.
- Fractional CFO: Strategic planning, budgeting, cash management, and financial forecasting.
Recent Developments
Recent Company Developments
- Strategic Expansion: Strengthened offerings in outsourced financial and bookkeeping services across multiple industries.
- Virtual Services: Expanded virtual bookkeeping and accounting services nationwide beyond Texas.
- Leadership Additions: Enriched experienced leadership team with multiple senior hires in accounting and finance roles.
New Product Launches
- No information is available.
New Features Added
- No information is available.
Partnerships
- White-Label Partnerships: Collaborated with CPA firms and financial organizations to offer white-labeled bookkeeping services across the country.
Note: Some fields have been marked as "No information is available" due to the absence of specific data within the provided information.
