Juna Financial Solutions: A Leader in CAS

In the bustling city of Boston, Massachusetts, Juna Financial Solutions is making a remarkable impact in Client Advisory Services (CAS). Since its founding in 2016, this innovative firm has been recognized as one of Woodard's Top 50 CAS Practices. Known for its strategic partnerships and dedication to client empowerment, Juna Financial Solutions is setting new benchmarks in the industry.

Core values that drive success  

Juna Financial Solutions thrives on core values of collaboration, improvement, ownership, and calm perseverance. These principles guide every client interaction, ensuring businesses receive not only expert financial guidance but also a partnership built on trust and integrity. Jean Zick, CEO of the firm, emphasizes the importance of making things better and seeing projects through to completion.  

A dedicated team with specialized expertise  

With a team of 18 professionals, Juna Financial Solutions specializes in serving small to mid-sized companies in life sciences, technology, and professional services. Their core offerings include transaction accounting, bill payment, payroll processing, and monthly financial reports with analysis. They excel in complex accounting issues such as revenue recognition and multi-currency reporting, providing tailored solutions that empower clients to achieve sustainable growth.  

Empowering client success stories  

A standout success story involves a small business owner who was managing her own bookkeeping but struggled as her company grew. Juna Financial Solutions stepped in to streamline her financial processes, allowing her to focus on business growth. This partnership not only provided her with a solid financial foundation but also enabled her to successfully sell her company and achieve her retirement goals. Her words capture the transformation: "Hiring Juna was one of the best decisions I have made for my company."  

Recognized for excellence  

Juna Financial Solutions' achievements have been widely recognized. Their innovative service, Controller Plus, which includes cash flow forecasting, budgeting, and advisory meetings, has already shown significant growth for their clients. These offerings reflect their unwavering commitment to excellence and client satisfaction.  

Innovation and community at the core  

Innovation is at the heart of Juna Financial Solutions’ operations. By focusing on smart strategies and strategic advice, 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. Juna Financial Solutions fosters a culture of collaboration and ownership, 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 

Juna Financial Solutions 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:   

“Treat your business with the same priority you would a client. In the beginning, it easy to fall into the habit of putting clients first 100% of the time. If we take time to tend to our business, then we will be able to serve our clients even better. Dedicate time on a regular basis to work on your business and stick to it.  In the beginning, use this time to determine what your company looks like, what your product offerings will be and the prices you will charge. Run your business from the beginning so that it doesn’t run you.” 

For more information about Juna Financial Solutions and their services, visit their website at junafinancial.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.