Our Accounting Process

Not Difficult

We understand that accounting and bookkeeping can add layers of pain and complexity to any business, which is why we make it “EASY” at Jones Square. We are experienced accounting professionals who perform your accounting needs, whether they are large or small, with the highest level of integrity.

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 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 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.

Year-round Engagement and Monitoring

Our job doesn’t stop at implementation. Once we are on boarded with your company, we begin managing your bookkeeping and accounting, so you can focus on your business. We have regularly scheduled touch points with relevant team members and continuously seek efficiencies in our processes.

Accounting and Bookkeeping Services:

We provide accounting and bookkeeping services across the USA, with a focus on the Dallas/Fort Worth, TX area.

Let Jones Square make your life EASY!

Small Business accounting and bookkeeping services made easy

What our clients are saying

We have had the pleasure of serving small businesses across a variety of industries. From construction to the service industry, we provide a full range of expertise and work with you to understand the unique needs of your company and industry.

Our client’s satisfaction is the ultimate gauge of our success. We are proud to be a company our clients can trust.
Debbie ChapmanOwner, TDC Enterprises
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“I know I love having you guys do what you’re doing for me. Really great to have timely information and tax returns. It has really freed me up so much to start enjoying other things in life!”
Connor R. BalesGeneral Manager, Lawns of Dallas
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“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.”
Dr. Elizabeth Ritz, PH.D.Ritz Counseling Services
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“My referral to Jones Square came through a highly trusted friend. The Jones Square team has treated me with respect, kindness and patience as I am/was financially quite naive. The staff's knowledge and experience has shaped my financial life so completely so that my goals and actions are now in order. The result is a great peace of mind. I have confidently referred countless clients who need the expert help from Jones Square that results in practical application. I am so grateful for their services!”
Suzanna HarrisonPresident/Agency Principal Nationwide Insurance
Suzanna Harrison Agency, Inc
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“My experience with Jones Square has been wonderful. They have serviced my accounting needs for 10 years plus and are always professional and accurate in their services. I trust them completely and without reservation knowing they always keep my best interests in mind, while following banking/IRS rules regulations. I never worry about the advice I receive from them, since they are so trustworthy. Furthermore, they are quite friendly. I heartily endorse Jones Square without hesitation.”
Michael HollmanOwner, Matco Services
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“Jones Square has been wonderful to work with, since I purchased Matco. They are the complete solution to our back-office accounting issues. Their entire team is courteous, professional and know all aspects of what our small business needs.”
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