At JB Advisory Group
We create prosperity for business owners by providing meaningful financial insights and operational guidance so that they confidently lead their businesses with peace of mind.
Why We're Here
We are here to help you navigate your finances, allowing you to focus on your core objectives without the burden of mastering financial intricacies by providing you with comprehensive advisory and accounting packages.
Our model is designed to empower you to concentrate on what you do best, while we handle the financial operations.
Juliebeth (JB) Malone founded JB Advisory Group with a vision to create a workspace where our team thrives in fulfilling work while achieving work-life harmony, ensuring we never miss out on life's important moments. This commitment to balance and excellence translates into high-quality service for you.
Who We Are
Juliebeth Malone
Founder and CEO
Emily Aberle
Accounting Manager, CPA
Max Kesler
Onboarding & Administration
Katelynn Pau, CPA
Senior Accountant, CPA
Sheri Collins
Senior Accountant
Frances Cromwell
Team Accountant
Gail Dillon
Team Accountant
Paul Csarny
Team Accountant, CPA
Matthew McCullough
Team Accountant
Awards
Our dedication to understanding your business and providing tailored solutions has earned us recognition as winners of the Woodard Top 50 Accounting Services Practice and Insightful Accountant Top 100 ProAdvisor. We are committed to meeting your specific needs and goals.
Certifications
Certified in QuickBooks, BILL, Expensify, Gusto, and more, we streamline and support your financial operations, enabling informed decision-making so you can run your business confidently without needing to be a financial expert.
Absolutely the best! Juliebeth and her team keep my books in order, work directly with my CPA on my business taxes, help with quarterly payments, QuickBook reports, 1099s, payroll- you name it! I can't recommend JB and her team highly enough and will continue to refer her to friends and colleagues.
Bob Connors Homes