Basic Information
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Company
Matt Jones CPA LLC -
Phone
5033677662 -
Email
mj@thejonesgroup.us -
What is your "why"? Why do you do what you do?
I’m here to serve and support my clients. I work to ensure my team helps my clients achieve their goals. -
About me
I worked with CliftonLarsonAllen a top 10 accounting firm in the United States on both taxes and assurance. Tax returns I have familiarity with are individuals, partnerships, S-Corps, C-Corps, nonprofits, and trust and estate tax returns. -
Profession
Accounting, Taxes, and Consulting -
Title
Owner -
Hobbies and interest
Other than going to the gym regularly to train/workout, I also play volleyball and am learning Muay Thai. -
Website
thejonesgroup,us
Education
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College / University
Azusa Pacific University -
Graduation Year
2019 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What do you currently do? What would you like to do? What is your exit strategy? -
Describe How You Would Like To Be Introduced Via Email
I just need an introduction by letting the referral know that we are a CPA firm. I usually like to have a quick call with prospects to understand their needs and allow the two of us to decide whether our partnership would be a good fit.