Jones Square not only offers the organization and management of your financials, but we also provide analysis and recommendations that can help you make informed business decisions. We know numbers, and as we manage your finances, we will be able to identify opportunities to help you save money or make more informed business decisions.
Consultation with owner to review and explain financial
statements and trends
Business Start Up/ Choice of Entity
Budgeting & Cash Flow
Financial Benchmarking Analysis
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.