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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.

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Who We Are

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Juliebeth Malone

Founder and CEO

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Emily Aberle

Accounting Manager, CPA

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Max Kesler

Onboarding & Administration

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Katelynn Pau, CPA

Senior Accountant, CPA

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Sheri Collins

Senior Accountant

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Frances Cromwell

Team Accountant

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Gail Dillon

Team Accountant

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Paul Csarny

Team Accountant, CPA

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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.

JB Advisory Group | Client Advisory and Accounting Services Firm  – Woodard Top 50 Accounting Services Practice 2023
JB Advisory Group | Client Advisory and Accounting Services Firm  – 2023 Insightful Accountant Top 100 ProAdvisor

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.

JB Advisory Group | Client Advisory and Accounting Services Firm  – QuickBooks
JB Advisory Group | Client Advisory and Accounting Services Firm  – Gusto
JB Advisory Group | Client Advisory and Accounting Services Firm  – Expensify
JB Advisory Group | Client Advisory and Accounting Services Firm  – bill.com
JB Advisory Group | Client Advisory and Accounting Services Firm  – bookkeep
JB Advisory Group | Client Advisory and Accounting Services Firm  – Dext
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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

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