JB Advisory Group, LLC

JB Advisory Group, LLC is a team of financial professionals who create prosperity.

Our mission is to provide accurate and timely financially driven information and insights which stabilize, strengthen, and refine business processes while maintaining efficiencies, security, and compliance.

We generate business growth and personal fulfillment thus providing peace of mind for your business, so you can do what you love.

We help with all the financial aspects of running your business. From bookkeeping & payroll to custom growth strategies, JB Advisory Group is here for you. JB Advisory’s team members possess decades of combined experience in accounting and financial services, as well as a high level of expertise in business advisory services and tax services. We are dedicated to helping you solve problems, make more money, and succeed in your business, together.

PRACTICE EXPERTISE

• Juliebeth Malone is the owner and founder, holds an accounting degree, and is a QuickBooks Elite ProAdvisor with 20 years of experience in QuickBooks Desktop, QuickBooks Online, Xero, and others. Currently we work with over 160 clients in many industries.
• Of the 7 service providers on Team – 5 members have accounting degrees, 1 is a CPA, and all are QuickBooks Online Advanced Certified ProAdvisor's.
• We have 85 years of accounting experience.
• We leverage cutting-edge technologies to provide our clients with modern, timely, and secure access.
• We interpret financials to provide clients actionable management insight and advice.

CLIENT EXPERIENCE

• A dedicated Account Manager (AM) with monthly meetings.
• Clear pricing with preauthorized ACH. No billing surprises.
• Secure Document storage, Exchange, and Digital signing and ask questions.
• Easily schedule time with your AM.
• We securely store logins to banks, credit cards, software, and can lock out access.
• Discounts on QuickBooks Online and other essential subscriptions.
• Seamless service: If your AM is away, we still deliver.

DELIVERABLES

Monthly Work and Financials including:

• Bank, credit card, and loan account transaction coding and reconciliation
• Balance Sheet, PNL, GL, Cash Flow, Categorization sheet

Year End;1099 Prep and Tax Return Backup documents to your CPA including:

• Account Reconciliations
• Verification of payroll liabilities, taxes, and wages
• Depreciable asset List
• Capitalization table-investor amounts by date with payouts
• Sales and Employee reports by state

For Bookkeeping Plus and Advisory clients – we provide deeper financial reporting and advice.