Books and reporting
Keep the general ledger, bookkeeping, reconciliations, reports, and records organized enough to support real decisions.
Personal CFO and CPA support for complex financial lives
When the money touches everything, your finances need one calm command center.
Nina Jones, CPA, PLLC helps families, nonprofits, business owners, artists, and growing organizations bring order to the work behind the numbers: books, payroll, budgets, vendors, contracts, cash flow, and tax-ready records.
Best fitLeaders and families who need steady financial structure before decisions pile up.
Strong fitNonprofits, family-owned businesses, entertainers, athletes, artists, ministries, charities, and events.
Working styleOngoing support for financial work that keeps operations, records, and decisions aligned.
Financial command table
Bring the scattered financial work into one operating rhythm.
Good finance support does not stop at a tax return. It connects the daily details that drive the return in the first place.
Payroll and filings
Support payroll cycles, tax filings, new-hire reporting, W-2s, 1099s, and payroll-to-ledger coordination.
Cash flow and budgets
Build budgets, cash-flow projections, strategic plans, benchmarks, and practical ways to stay on track.
Contracts and vendors
Review contracts, manage vendor documentation, coordinate contractors, and keep operational finance from drifting.
Nonprofit tax support
Prepare nonprofit tax documents, Form 1023, annual 990 returns, exemption paperwork, donor letters, and related filings.
Risk and controls
Review benefit costs, insurance requirements, business risks, disaster planning, and controls that protect the organization.
Why this is different
A CPA/CFO office for finances that do not stay in neat lanes.
A budget decision affects the books. A contract affects risk. Payroll affects reports. Donor letters affect year-end tax work. A major purchase affects the family and the business.
The firm’s role is to help keep those pieces connected, documented, and moving in the same direction.
For nonprofits and mission-led teams
Finance support that helps the mission stay accountable.
Nonprofit finance needs timely payroll, accurate reporting, donor documentation, exemption awareness, board-ready budgets, and filings that do not get left until the last minute.
For families, artists, athletes, and owners
Clearer records for irregular, project-based, and family-business money.
When income comes from contracts, events, royalties, tours, businesses, or major decisions, the firm helps organize the moving parts into cleaner budgets and better tax-ready information.
Visible service receipts
Substance from the firm’s own service collateral.
Nonprofit documentsForm 1023, annual 990 returns, donor letters, exemption paperwork, and related filing support.
Operational financeBookkeeping, payroll, AP/AR, general ledger management, cash-flow projections, and budgeting.
Family and business overlapFamily budgets, vendor lists, major purchase analysis, contractor oversight, and contract review.
Specialized financial situationsArtists, musicians, athletes, tours, events, ministries, charities, and organizations with unusual financial rhythms.
Process
Start with the pressure point. Build the rhythm. Keep decisions connected.
- 01Map the moving parts
Start with the financial work creating pressure: books, payroll, cash flow, vendor records, contracts, filings, or family/business overlap.
- 02Build the operating rhythm
Set up the reporting, payroll, budget, documentation, and review cadence that gives the work structure.
- 03Keep decisions connected
Use the records and rhythm to support planning, tax preparation, risk review, and the next set of financial decisions.
FAQ
Clear answers before the first call.
Is this only for annual tax preparation?
No. The firm’s service material centers on CFO and business-management support, including bookkeeping, payroll, budgets, contracts, cash flow, nonprofit filings, and tax strategy coordination.
Does the firm work with nonprofits?
Yes. Service material lists nonprofit tax support including Form 1023, annual 990 returns, exemption-related documents, donor letters, and year-round record support.
Does the firm help with family or estate-style financial management?
Yes. Service material describes family and business budgeting, vendor management, major purchase analysis, contractor oversight, contract review, and tax-ready coordination.
What should I do first?
Call the firm and describe what feels most scattered: books, payroll, budgets, vendors, filings, contracts, or tax records.
Start here
Bring the financial moving parts under control.
Call Nina Jones, CPA, PLLC to start a conversation about CFO, business-management, nonprofit, family, and tax-ready financial support.