J&M Advising was founded on the belief that every client deserves more than just a service provider—they deserve a trusted partner. We bring extensive expertise in small business operations and financial management. Combining decades of experience and a shared vision for excellence, we set out to create a boutique accounting firm dedicated to understanding and addressing the financial challenges of our clients.
Our commitment to personalized service sets us apart. We believe in fostering strong client relationships by offering direct access to our expertise and truly understanding the challenges our clients face. Grounded in both technical skill and pranctical insight, we help our clients navigate complex financial landscapes and achieve their goals with clarity and confidence.
At J&M Advising, we understand that no two clients are the same, and that’s why we prioritize a personal touch in everything we do. When you work with us, you gain direct access to seasoned professionals who are genuinely invested in your success. Our combined expertise in small business operations and accounting ensures a comprehensive approach to your financial needs. Our boutique model allows us to deliver big-firm expertise with the accessibility and care of a small firm. We don’t just crunch numbers—we tell the story behind them and work with you to write the next chapter.
Bookkeeping support, financial statement preparation, and management reporting to ensure your business stays on track
Proactive strategies to minimize your tax liability and align with your financial goals
Accurate and timely filing of individual and business tax returns, with an eye for maximizing deductions and compliance
Expert guidance on entity selection, registration, and setup to set your new venture on a solid foundation
Tailored advice to navigate complex financial decisions, financial transactions, optimize processes, and plan for the future
At J&M Advising, our mission is to empower small businesses and individuals with expert financial solutions tailored to their unique needs. We are committed to delivering personalized, high-quality tax and accounting services, fostering lasting relationships built on trust, transparency, and exceptional results.
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A licensed CPA in the state of Texas, founding partner of J&M Advising, and a seasoned finance professional with experience spanning FP&A, finance innovation, and consulting.