About Jones Square Financial Services
Get Focused. Grow Smart.
Our History
Since 1993, Jones Square has provided bookkeeping and accounting services in the Dallas, TX, and Fort Worth area. Today, we proudly serve small businesses across the country as an accounting consulting firm.
In the beginning, we realized that many small businesses didn’t have the time or the resources to give their back-office the needed attention. So rather than hiring a part-time or full-time bookkeeper, Jones Square takes the accounting and bookkeeping responsibilities off of the business owner’s hands so that they can focus on the business’s core parts.
Our partnership has since been a powerful combination. We love working with our business partners and getting to know and understand their processes. We work across industries and provide a wide range of accounting and bookkeeping services specific to each.
We are also constant accounting and bookkeeping students, making it a point to stay on top of the latest accounting rules and technologies. We are committed to quickly, accurately, and professionally performing bookkeeping services for our clients.
Our team acts as your outsourced accounting department and brings you over 100 years of combined experience. We ensure every bookkeeping and accounting service we offer provides you with the confidence and focus needed to grow your business and do what you love. We look forward to working with you and learning how Jones Square can help your business stay organized and grow.
Our Mission
We aim to give you the freedom, focus, and financial reporting you need to grow your business.
We understand how tough it can be to transition from the lone ranger hustler to a sophisticated team leader, delegating tasks to those you trust most. But, when it comes to money and financial records, the fear of letting go or sharing the books can seem traumatic.
This is why at Jones Square, we use our 100+ years of combined experience to ensure every bookkeeping and accounting service provides you with the confidence and focus needed to grow your business and do what you love.
Core Values
At Jones Square, we know that you want to be experiencing the freedom and fun of owning a business. But, to do that, you need to spend more time fiercely focused on tasks that will grow your business.
The problem is everyday admin tasks such as accounting, bookkeeping, and running reports have you stretched way too thin.
But, as a successful business owner, you should be enjoying this journey instead of dreading more stressful days and sleepless nights.
Simply put, we value helping businesses get focused and grow smart.
Our Team
When you work with Jones Square, you will gain a dedicated team of small business accounting experts led by degreed accounting professionals in Plano, TX. Your dedicated team brings a full range of skill-sets and more than 100 years of collective experience in accounting and financial services.
Our transparent process provides ongoing communication and keeps you well-informed as we work together. With 65 clients spread over various industries, we provide extensive accounting expertise ranging from construction to the service industry.
Dorothy Freeman
Director of Bookkeeping
Dorothy Freeman has supported DFW businesses for almost two decades through accounting and back-office management. She values having the opportunity to learn about each company’s unique needs and loves the challenge of creating processes and solutions that result in more accurate and efficient bookkeeping and accounting.
In addition to her years of experience, Dorothy brings various skill sets to the team.
- QuickBooks Certified ProAdvisor since 2008
- QuickBooks Training
- Business Development & Marketing
- Social Media
- Review and Implementation of Controls
- Financial Statement Preparation
- Accounts Receivable & Payable
- Bank and Other Account Reconciliation
- Payroll, Payroll Tax, and Reporting
- Sales Tax
- Various Month-End Accruals and Adjustments
Mike Perking
Chief Executive Officer
Mike Perkins is the Chief Executive Officer for Jones Square and its parent company Kinsman Ventures. Mike has a long history of working with financial institutions and investment partners. He drives the company’s vision and is integral to assuring that every Jones Square client has an outstanding experience. Before becoming CEO, Mike managed the financial resources of more than 20 operating companies and investment partnerships while serving as CFO.
- Financial Analysis
- Capital Budgeting
- Real Estate Analysis and Evaluation
- Business Planning and Evaluation
- Project Management and Development
Diana Davis
Bookkeeper
Diana Davis is a native of the Dallas area and has been with the team at Jones Square for more than 3 years. She is a graduate of the University of North Texas in Denton and has been working with QuickBooks for 20+ years in AR, AP & Payroll. She works with various clients and is here to help your business get organized and grow smarter.
- Payroll, Payroll Tax, and Reporting
- Bank and Credit Card Reconciliation
- Accounts Payable & Receivables
Raelee Minter
Accountant
Raelee Minter is an accounts payable professional based in Plano, Texas. She has extensive experience in processing accounts payable, accounts receivable, payroll and maintaining financial records. She has worked in various industries, including banking, manufacturing, and real estate, since graduating from the University of Phoenix in Arizona nearly two decades ago. Raelee strives to enhance the workplace by exemplifying personal values, including commitment, and collaboration.
- Accounts Payable & Receivable
- Payroll and Maintaining Financial Records
- Has worked in Banking and Real Estate
Ana De Assuncao
Senior Accountant
Ana achieved her Master’s Degree with the Chartered Institute of Management Accountants (UK) in 1994 in South Africa. Twenty-two years ago, Ana immigrated to the United States. She brings to the team over 25 years of Cost and Financial Management Accounting background in various industries, including construction and manufacturing.
Ana has been with Jones Square for almost 7 years. She has contributed her knowledge and experience in analyzing financial reports and overseeing our client’s accounting operations by balancing accounts and confirming and verifying statements.
- Cost and Financial Management Accounting
- Multiple Industries, including construction and manfacturing
Youlanda Taylor
Accountant
- Multiple Industries, including nonprofits and telecommunications
Beth Pierce
Senior Accountant
Beth is an Oklahoma transplant who brings 20+ years of education and experience to the Jones Square Financial team. She enjoys working in small to medium businesses, providing consistent and valuable services that enable each individual company to grow. Beth has provided accounting, budgeting, management and efficiency services to a multitude of industries and is always excited to learn.
- Financial Reporting
- Accounting
- Tax Prep
- Process & Procedure Documentation and Implementation
- Microsoft Office
- Microsoft Project
- Microsoft SQL Server
- QuickBooks Online Certified
- QuickBooks Desktop
- Business Works
- QuickBase
- Project Management (Agile & Waterfall)
Getting Started is EASY
We provide outsourced accounting services for small businesses across the USA from our location in Dallas, TX. Virtual accounting means that we aren’t constrained to companies in North Dallas. If you are local to the Plano/Frisco/McKinney area, we’re happy to meet with you in person or virtually.
Engage
Contact us. Once we decide that the relationship is a good fit, we’ll have an initial meeting. In this initial conversation, we begin to learn about your business and how you are currently handling your bookkeeping and accounting. We also gather your materials, such as bills and reports and take note of your current accounting software systems.
Assess
When everything is gathered, we begin to assess an ideal service plan. Our service plans are customized to each client based on their needs and can range from full back-office accounting support to a la carte services. See our full list of accounting services here.
Solve
This is where the rubber meets the road. Once materials are gathered and we have an action plan, then we begin implementation. We work with the relevant team members to put things in motion. We engage you along the way so you are fully informed of our progress and can make informed business decisions.
Year-Round Engagement
Our job doesn’t stop at implementation. Once we are onboarded with your company, we begin managing your bookkeeping and accounting, so you can focus on your business. We have regularly scheduled touchpoints with relevant team members and continuously seek efficiencies in our processes.
What our Clients Say about Us
“Our experience with Jones Square has been nothing short of fantastic. Their firm currently serves our company in many capacities. Those include controllership duties, corporate and personal tax planning and preparation, financial modeling and forecasting, and general business advising. Their staff is professional, knowledgeable, courteous, and pro-active. This level of excellence begins with their associates and moves all the way to their partners. I would confidently give Jones Square Financial my highest professional recommendation.”
– Connor R. Bales, General Manager of Lawns of Dallas
Schedule a risk-free Meet-and-Greet to find out how we can help you
FAQs
Jones Square offers financial transaction management (FTM) at a fraction of the cost of brick-and-mortar accounting firms. We document financial transactions so leadership can be confident in their finances. Jones Square provides services that allow owners to monitor and reference financials comprehensively and conveniently so they can make informed business decisions.
We started doing business in 1993, providing bookkeeping and accounting services for small businesses in the Dallas and Fort Worth area. Since then, we’ve expanded to offer these to all small business owners nationwide.
If you want to save time and money, outsourcing your bookkeeping is one of the best decisions you could ever make. It will allow you to focus on what matters most: growing your business.
- Payroll Management
- Reconciliations
- Accounts Receivable
- Accounts Payable
- Monthly Reporting
- Job Costing
- Financial Trends Analysis
Our Bookkeeping Firm's Plano, TX Office
We provide outsourced accounting services for small businesses across the USA from our location in Dallas, TX (specifically Plano, TX). Virtual accounting means that we aren’t constrained to businesses in North Dallas. If you are local to the Plano/Frisco/McKinney area, we’re happy to meet with you in person or virtually.
Request Your Free Books Review
Discover the simpler way to keep track of your business books with our surprisingly affordable bookkeeping services and experts in accounting to rely on.
Schedule your fact-finding phone call today and request your free book review on us.
