JB Advisory Group: A Leader in CAS

In the picturesque town of Lafayette, Colorado, JB Advisory Group is making a remarkable impact in the Client Advisory Services (CAS) sector. Since its founding in 2013, this innovative firm has been recognized as one of Woodard’s Top 50 CAS Practices for three consecutive years. Known for its commitment to modernizing client technology and delivering exceptional service, JB Advisory Group is setting new standards in the industry.

Core values that drive success  

JB Advisory Group thrives on values of accuracy, efficiency, excellence, reliability, and respect. These principles guide every client interaction, ensuring businesses receive not only expert financial guidance but also a partnership built on trust and integrity. Juliebeth Malone, Founder and CEO of the firm, emphasizes the importance of attention to detail and rapid response to client needs. 

 A dedicated team with diverse expertise  

With a team of eight professionals, JB Advisory Group specializes in serving professional services, trade services, and consumer packaged goods industries. Their core services include controllership, back-office process outsourcing, managerial compliance, risk mitigation, cash flow and operating capital management, benchmarking ratios, and financial planning and analysis. This expertise allows them to offer tailored solutions that empower clients to achieve sustainable growth. 

Empowering client success stories 

A standout success story involves a fast-growing client overwhelmed by back-office demands, such as managing payroll and sales tax across multiple states. JB Advisory Group stepped in to modernize their tech stack, implementing cloud-based systems that streamlined reporting and automation. With their entire back office running efficiently in real-time, the client could focus on driving sales and expanding their business. This transformation underscores the firm’s dedication to empowering clients through strategic innovation.  

Recognized for excellence  

JB Advisory Group's achievements have been widely recognized. In addition to being named a Woodard Top 50 CAS Practice, they have also been honored as a Top 100 ProAdvisor by Insightful Accountant. These accolades reflect their unwavering commitment to excellence and client satisfaction. 

Innovation and community at the core 

Innovation is at the heart of JB Advisory Group’s operations. By modernizing client technology stacks and providing QuickBooks training, they ensure clients have the tools and insights needed to make informed decisions. Their forward-thinking approach keeps them at the forefront of the industry.  

Community engagement is equally important. JB Advisory Group fosters a culture of respect and collaboration, ensuring team members and clients feel valued and supported. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success.  

A bright future ahead  

JB Advisory Group continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their advice to new CAS firms is insightful: “Don’t be afraid to take on work that isn’t as profitable as you want if it helps you gain experience and build your reputation. In the early stages, every engagement is an opportunity to learn, refine your processes, and demonstrate value. The credibility and client relationships you develop will pay far greater dividends than short-term margins.”  

For more information about JB Advisory Group and their services, visit their website at jbadvisorygroup.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.    

This article was written with the assistance of AI and edited by a human.