Bradford Jones

About Bradford Jones

I specialize in working with private companies and their owners in helping them meet their business, professional and personal goals. Business owners and families come to me:1. To ensure compliance with tax laws, meet regulatory requirements and financial reporting obligations, and to successfully accomplish major financial transactions2. To achieve control through orderly, effective and efficient organizations and processes which permits focus on core business, professional or family goals, including appropriate decision support and; 3. For coaching and advising in planning for the future as their business and financial lives mature and transition.I provide general and technical interrelated services through four broad practice areas: Compliance: I help clients obtain the assurance they and their third party stakeholders need about the fairness and completeness of financial and tax reporting. Compliance also includes providing valuation opinions in tax matters and meeting fair value reporting requirements under U.S. GAAP.Control reflects order, efficacy and useful information. With appropriate accounting systems, managerial skills, and financial analysis, economic decisions are made more easily and correctly through problem and issue isolation and measurement. Control increases situational awareness and focus on reality which improves decision making.Planning is an essential element of achieving goals. To be on purpose and deliberate, it is necessary to have a map and to know the terrain ahead. Tax planning, financial planning and strategic business planning services are provided to meet current and future needs and goals.Transactional services are provided to meet specific needs and include merger and acquisition consulting and buyer and seller due diligence services; valuations for litigation; forensic and financial reconstruction services and fraud investigation services.Specialties: Compliance Assurance, Management Consulting, Business Valuation, Litigation, Forensic and Transaction Service

Experience

1. Partner

   PBMares, LLP

   Jan 2013 — Present · Fredericksburg, VA, US

Education

• James Madison University

  BBA, Accounting and Finance

  1984 — 1987

Skills

• Business Valuation
• Small Business
• Financial Reporting
• Tax Reporting
• Management Consulting
• Forensic Accounting
• Intacct
• Gaap
• Mergers & Acquisitions
• Tax
• Financial Analysis
• Strategic Financial Planning
• Due Diligence