JB Advisory Group: A Woodard™ Top 50 Client Accounting Services Winner

JB Advisory Group, an accounting firm that positions itself at the intersection of prosperity and peace of mind for business owners, earned a place in the Woodard™ Top 50 Client Accounting Services (CAS) Practices of 2024.

The honor was unveiled at the Scaling New Heights® conference held in Orlando, Florida this past June, and went to firms that exemplify innovation, operational excellence and a client-focused approach to their practice.

About JB Advisory Group

Established in 2010, JB Advisory Group has cemented its reputation as a leader in the client accounting services field.

The firm, led by founder Juliebeth Malone and comprised of a dedicated team of nine professionals, has consistently delivered exceptional outcomes for its clients while maintaining a scalable, profitable practice.

Reflecting on their achievement, JB Advisory Group remarked, “We are deeply honored to receive this award as it acknowledges the dedication of our entire team to our core values as it empowers our clients to concentrate on what they do best while we take care of the financial operations.” 

To celebrate their milestone, the team went to dinner, followed by an escape room experience. This celebration reflects the firm’s strong culture of collaboration and teamwork, which underpins their success.

About the Woodard Top 50 CAS Practice Awards

The Woodard™ Top 50 CAS Practices Awards are more than an accolade; it represents leadership in an industry undergoing dynamic change. The accounting profession faces a period of rapid transformation, driven by technological advancements, evolving client expectations, and the demand for more strategic services.

JB Advisory Group and its fellow honorees are not just meeting these challenges; they are setting new benchmarks for what client accounting services can achieve.

Joe Woodard, founder and CEO of Woodard™, emphasized the important role of these leading firms, saying, “These practices are not just adapting to the substantial disruptions in the profession, they are innovating and paving new pathways to support and transform their business clients.” 

JB Advisory Group’s recognition offers valuable lessons for accounting firms nationwide. Their success story highlights the importance of strategic focus, adaptability, and an unrelenting pursuit of excellence.

For firms aspiring to similar achievements, the journey of JB Advisory Group demonstrates that a commitment to innovation and client service can yield both industry recognition and meaningful impact.

Nominations for the 2025 awards are still open

For those looking to be part of this distinguished group, the nomination period for the 2025 Woodard™ Top 50 CAS Practices Awards opened on August 1, 2024, and closes on March 1, 2025. Interested firms are encouraged to visit Woodard’s official website for details on the nomination process and eligibility criteria.

Whether nominating your own practice or another deserving firm, this initiative celebrates the best in client accounting services and highlights the transformative potential of the profession.