Global Impact.
Visionary Guidance.

We help business owners, legacy-driven families, and global citizens navigate the complexities of succession & exit planning, cross-border tax, and day-to-day financial operations - with precision, foresight, and personal touch.

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Welcome to Jones Global CPA

Jones Global CPA exists for those navigating complexity at scale—entrepreneurs scaling or preparing to transition from their businesses, global citizens managing multi-jurisdictional lives, and families growing lasting wealth.

We specialize in International Tax & Global Financial Planning and Business Succession & Exit Planning, offering expertise in both cross-border advisory and long-term business transition strategy. Still, our capabilities extend across the full range of CPA and advisory services.

From tax prep to strategic planning, we deliver white-glove service across borders, industries, and generations—rooted in clarity, driven by purpose.

U.S. International Tax & Wealth Advisory

Starting at $1,250

We serve global citizens navigating life across borders—offering proactive tax guidance and financial planning tailored to your multi-jurisdictional lifestyle. From compliance to wealth strategy, our integrated approach brings order to complexity and structure to ambition.

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Individual & Small Business Services

Starting at $450

We handle the essentials—accounting, tax, and payroll—so you can focus on running your business. From year-end filings to bookkeeping and tax prep, our CPA services are built to keep you compliant, organized, and ready for what’s next.

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Business Succession & Exit Planning

Starting at $3,800/quarter

We help business owners prepare for a future beyond the business—whether that means selling, transitioning to family or key employees, or new ventures. As your CPA and Fractional CFO, we handle the books, tax strategy, and daily needs—giving us the vantage point to guide your transition with precision and care.

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Business
Valuation

Starting at $2,500

We provide detailed business valuations for planning purposes—helping owners assess value, evaluate options, and make informed decisions about the future. Whether you're preparing to transition, benchmark growth, or just want to know your net worth, our valuations help provide clarity and direction.

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Big picture thinking. Boutique execution.

We don’t do generic. Every client is mapped to a clear strategy with your business, goals, and lifestyle in mind.

Certified, experienced, and hands-on. CPA + CFP® Expertise - Licensed, certified, and prepared to go the extra mile for our clients.

Modern interface, human touch. We’re tech-forward but relationship-first. Responsive, approachable, and always two steps ahead.

Strategy is our comfort zone. Strategic planning isn’t a side offering – it’s central to who we are.

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AFFILIATIONS & DESIGNATIONS

Clear process. Trusted partnership.

WHAT IT’S LIKE TO WORK WITH US

Select Engagement & Book a Time to Chat

Start by selecting your desired engagement. Whether you're planning a global move, preparing to transition your business, or just need help optimizing your financial operations, this is the first step towards a tailored solution.

Engagement Letter

If we're a good fit, we’ll follow up with a detailed engagement letter outlining the scope of services, fees, and what you can expect.

Onboarding & Kickoff

Once the engagement letter is signed, we’ll walk you through our onboarding process to gather key details and documents. From there, we begin building your strategy and getting to work.