What JB Advisory Group does

JB Advisory Group is a privately held Client Advisory Services (CAS) firm founded in 2010 and headquartered in Lafayette, Colorado. Operating as an LLC under founder and CEO Juliebeth Malone, the firm delivers outsourced accounting, bookkeeping, controllership, back-office process outsourcing (BPO), and financial planning and analysis (FP&A) services to small and mid-sized businesses that lack in-house financial expertise. The firm structures its offerings into three interconnected service pillars: Visibility (advanced bookkeeping plus accrual/cash accounting, job costing, and WIP tracking); Protection (controllership, regulatory and managerial compliance, risk mitigation, and BPO); and Advancement (cash flow management, KPI dashboards, benchmarking, forecasting, and scenario modeling).

The firm is certified across major financial software platforms, including QuickBooks, Xero, BILL, Expensify, Gusto, Dext, and Bookkeep, and layers advisory services on top of these tools rather than building proprietary accounting software. The team comprises seven named professionals — including a CPA and senior accountants — with more than 100 years of combined accounting and advisory experience. There is no proprietary technology stack, no AI/ML capabilities disclosed, and no mobile applications; the firm is a services-led practice whose 'platform' is its human expertise and certifications layered over best-in-class third-party tools.

JB Advisory Group generates revenue through quote-based, monthly recurring service packages sold via direct consultation. Its go-to-market relies on founder-led credibility (Insightful Accountant Top 100 ProAdvisor, 2023 and 2025; Woodard Top 50 Accounting Services Practice, 2023 and 2024), a content marketing blog (Insights), organic social media presence (LinkedIn, Instagram, Facebook), and direct phone/email inquiries. The firm operates as a single-location, founder-owned LLC with no disclosed external capital, parent company, or acquisition activity.

Name

JB Advisory Group

Legal name

JB Advisory Group, LLC

Website

https://jbadvisorygroup.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

JB Advisory Group is a Lafayette, Colorado-based Client Advisory Services (CAS) firm providing outsourced bookkeeping, controllership, BPO, and FP&A services to small and mid-sized businesses through monthly recurring packages built on QuickBooks, Xero, BILL, Gusto, and related platforms.

Ownership category

akta.pro rank

Product category

Outsourced Accounting and Client Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Client advisory services
• Outsourced accounting
• Bookkeeping services
• Controllership services
• Financial planning analysis

Headquarters

HQ city

Lafayette

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Client Advisory Services (CAS) Packages: JB Advisory Group generates revenue through comprehensive advisory and accounting service packages. Services are organized into three tiers: Visibility (bookkeeping plus services), Protection (controllership, compliance, risk mitigation, BPO), and Advancement (Financial Planning & Analysis). The firm positions these as monthly/ongoing service packages enabling business owners to focus on core objectives while the firm handles financial operations.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

JB Advisory Group is a Client Advisory Services (CAS) firm that delivers outsourced accounting, bookkeeping, payroll, controllership, back office process outsourcing (BPO), and Financial Planning & Analysis (FP&A) to small and mid-sized businesses. Services are organized into three recurring monthly packages: Visibility (bookkeeping plus with real-time financial reporting, job costing, and WIP tracking), Protection (controllership, compliance, BPO, risk mitigation), and Advancement (cash flow management, KPI dashboards, forecasting, and scenario modeling). The firm is certified in QuickBooks, BILL, Expensify, Gusto, Xero, Dext, and Bookkeep.

Product overview

JB Advisory Group is a Client Advisory Services (CAS) firm offering a unified platform of three interconnected service packages: Visibility Services (advanced bookkeeping plus with real-time financial reporting and accounting system modernization), Protection Services (controllership, regulatory compliance, back office BPO, and risk mitigation), and Advancement Services (Financial Planning & Analysis including cash flow management, KPI dashboards, and strategic forecasting). These services work together to enable business owners to run their operations without needing to be financial experts, with specialized certifications in QuickBooks, BILL, Expensify, Gusto, Dext, and Xero.

Differentiator

Problem solved

Functional benefit

Products and services

• Visibility Services Advanced bookkeeping plus services providing real-time access to complete and accurate financial information including accrual accounting, cash accounting, job costing, and Work in Progress (WIP) tracking for SMB and mid-market business owners.
• Protection Services Proactive financial protection package including controllership services for regulatory and managerial compliance, back office process outsourcing (BPO), and risk mitigation for SMB and mid-market businesses.
• Advancement Services Financial Planning & Analysis (FP&A) services including cash flow management, key financial metrics dashboards, benchmarking, financial forecasts, and scenario modeling to drive business success for SMB and mid-market business owners.
• Bookkeeping Plus Services Comprehensive bookkeeping services including modernization of accounting systems, bank and credit card transaction coding, monthly financial reporting reviews with visuals, 1099 processing, and year-end close documentation for SMB clients.
• Controllership Services Regulatory and managerial compliance services including tax filings, HR compliance, business licensing, budgeting, purchasing policies, asset management, and internal controls for SMB and mid-market businesses.
• Back Office Process Outsourcing (BPO) Outsourced back office operations including receivables processing, payables processing, expenditure processing, and payroll processing services for SMB and mid-market businesses.
• Cash Flow and Operating Capital Management Cash flow management, forecasting, operating capital reporting, burn rate analysis, Days Sales Outstanding tracking, and working capital analysis services for SMB and mid-market businesses.
• Financial Planning & Analysis (FP&A) Custom-tailored FP&A services including key performance indicators dashboards, benchmarking, financial forecasts, what-if scenario modeling, and cost-benefit analysis for SMB and mid-market business owners.

Quantifiable outcome

• 100+ years combined team experience
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature1 record

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Ignite Spot Accounting: Ignite Spot Accounting provides outsourced bookkeeping, accounting, and CFO services to SMBs with a monthly subscription model. Directly comparable across all three JB Advisory Group service pillars.
• Finvisor: Finvisor provides fractional CFO, bookkeeping, and accounting services to SMBs and startups using a subscription-based model. Directly comparable on the Advancement (FP&A) pillar and on monthly recurring engagement structure.
• ScaleUp CFO: ScaleUp CFO offers fractional CFO, controllership, and bookkeeping services to growing SMBs. Comparable on the Protection and Advancement pillars and on serving entrepreneur-led businesses seeking outsourced finance leadership.
• Bookkeeper360: Bookkeeper360 provides cloud-based bookkeeping, accounting, and advisory services to SMBs using Xero and QuickBooks. Directly comparable on service stack (bookkeeping → CFO advisory), software certifications, and recurring pricing model.
• Bench (now Elsewhere): Bench was a tech-enabled bookkeeping and accounting firm serving SMBs with monthly recurring packages — a near-identical model to JB Advisory Group's Visibility pillar. Direct competitor in the SMB outsourced bookkeeping space before its 2023 restructuring.
• CFO Hub: CFO Hub offers fractional CFO, controllership, and bookkeeping services to SMBs and emerging companies. Comparable in offering outsourced finance leadership via subscription packages, mirroring JB Advisory's Protection and Advancement tiers.
• Acuity CFO: Acuity CFO provides fractional CFO and accounting services to small and mid-sized businesses. Directly comparable on the outsourced CFO / FP&A value proposition JB Advisory Group sells in its Advancement pillar.

Emerging players

• Bean Ninjas: Bean Ninjas provides Xero-based bookkeeping and accounting services to SMBs and Xero accounting partners. Comparable on platform specialization (Xero certification, which JB Advisory also holds) and the recurring bookkeeping-plus model.
• Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human accountant support for SMBs. It competes for the same Visibility-tier client as JB Advisory Group and represents the technology-driven variant of the outsourced bookkeeping model.

Broad incumbents

• Pilot.com: Pilot is a tech-enabled bookkeeping, accounting, and CFO services firm serving startups and SMBs. It is a scaled, venture-backed CAS provider operating in the same Visibility-to-Advancement service model as JB Advisory Group, with significantly greater capital and automation investment.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/JBAdvisoryGroupLLC
• LinkedInlinkedin.com/company/gvca-ghana
• Instagraminstagram.com/jbadvisorygroup

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JB Advisory Group