Insights

Longstanding client base Leverage the firm’s deep, long-tenured client relationships since 1977 to identify cross-sell opportunities among existing small business and individual clients seeking accounting, tax, and financial planning services.

Mid-Atlantic footprint Target mid-Atlantic SMBs expanding regionally or moving from local bookkeepers to full-service accounting, tax, and advisory support, highlighting scalable solutions for growing businesses.

Technology readiness Promote secure, up-to-date digital delivery of services to remote clients, opening doors for virtual CFO, cloud-based accounting, and strategic financial planning offerings across geographies.

Strong profitability signals With revenue between one and ten million, position premium advisory services such as tax optimization, financial management, and profitability improvement to mid-sized clients seeking value-added partnerships.

Leadership continuity Highlight the transition under principal Stephanie Drane and the founder’s legacy to build trust with prospects seeking a stable, client-centered firm capable of personal attention and customized solutions.

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Jones Advisory. LLC Tech Stack

Jones Advisory. LLC uses 8 technology products and services including iCIMS, WordPress, Google Cloud, and more. Explore Jones Advisory. LLC's tech stack below.

Jones Advisory. LLC's Email Address Formats

Jones Advisory. LLC uses at least 3 email formats:
Jones Advisory. LLC Email FormatsExamplePercentage
FLast@jonesadvisoryllc.comJDoe@jonesadvisoryllc.com
60%
First.Last@jonesadvisoryllc.comJohn.Doe@jonesadvisoryllc.com
30%
FirstLast@jonesadvisoryllc.comJohnDoe@jonesadvisoryllc.com
10%

Frequently Asked Questions

What is Jones Advisory. LLC's phone number?

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You can contact Jones Advisory. LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jones Advisory. LLC's official website and social media links?

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Jones Advisory. LLC's official website is jonesadvisoryllc.com and has social profiles on LinkedIn.

How much revenue does Jones Advisory. LLC generate?

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As of August 2026, Jones Advisory. LLC's annual revenue is estimated to be $1M - $10M.

What is Jones Advisory. LLC's SIC code and NAICS code?

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Jones Advisory. LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Jones Advisory. LLC have currently?

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As of August 2026, Jones Advisory. LLC has approximately 15 employees across 1 continents, including North America. Key team members include Staff Accountant: K. E. Explore Jones Advisory. LLC's employee directory with LeadIQ.

What industry does Jones Advisory. LLC belong to?

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Jones Advisory. LLC operates in the Accounting industry.

What technology does Jones Advisory. LLC use?

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Jones Advisory. LLC's tech stack includes iCIMS, WordPress, Google Cloud, JSON-LD, Constant Contact, PHP, Google Tag Manager and Piwik PRO Core.

What is Jones Advisory. LLC's email format?

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Jones Advisory. LLC's email format typically follows the pattern of FLast@jonesadvisoryllc.com. Find more Jones Advisory. LLC email formats with LeadIQ.

When was Jones Advisory. LLC founded?

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Jones Advisory. LLC was founded in 1977.
Jones Advisory. LLC logo

Jones Advisory. LLC

AccountingMaryland, United States11-50 Employees

Jones Advisory, LLC is a Maryland-based accounting firm established in 1977, offering a broad portfolio of services that encompass accounting, tax, and financial planning. The firm serves a diverse client base ranging from individuals and small businesses to larger corporations, delivering services designed to support financial management and prosperity through experienced consulting and personal attention. Led by principal Stephanie Drane, the firm emphasizes listening to clients, guiding them toward appropriate opportunities, anticipating challenges, and developing effective solutions to help clients become more profitable. The company operates across the mid-Atlantic region, extending its reach to clients from southern Pennsylvania to northern Virginia, while utilizing secure internet technology to serve clients regardless of location. Jones Advisory positions itself as a multi-faceted advisory practice with a focus on long-standing client relationships and innovative approaches developed from a varied client base.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1977
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Jones Advisory. LLC's revenue is estimated to be in the range of $1M - $10M

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