Woodard®️ Top 50 Client Accounting Services Award Firm Spotlight: Juna Financial Solutions, LLC

For client accounting service (CAS) firms, it’s easy to forget that a lot of hard work and expertise goes into preparing every tax document and financial report, not to mention providing consultancy or fractional CFO services for clients. That’s why we created the Woodard Top 50 CAS Awards—to give credit where it’s due by recognizing these hardworking firms that stand out.

Today, we’re spotlighting the Boston-based firm Juna Financial Solutions, whose “finance dream team” has made a difference with countless clients. Here’s why.

The Juna difference

Juna Financial Solutions is an accounting firm dedicated to helping small to mid-sized businesses and non-profit organizations streamline their financial operations and achieve sustainable growth. It offers a comprehensive suite of services, including bookkeeping, payroll management, financial reporting, and tax preparation. It also stands out for offering fractional CFO services, as well as for its commitment to technology and innovation, leveraging advanced accounting software and cloud-based tools to ensure efficiency and transparency in financial management.

Juna emphasizes a personalized approach, tailoring their solutions to meet the unique needs of each of their clients. Its team of 18 experienced professionals is committed to delivering accurate, timely, and insightful financial guidance, allowing business owners to focus on their core activities with confidence. This focus on building strong, lasting relationships with clients underscores Juna’s dedication to helping businesses and non-profits thrive in an increasingly complex financial landscape.

"This is the first year that we applied to be [sic] Top 50 Client Accounting Services Award, and I’m thrilled that Juna was selected,” said Jean Zick, CEO & co-founder of Juna. “Being recognized as a leader in our industry is a terrific achievement for our team. We’ve worked hard to create the company we want to work for and to be true business partners for our clients."

Jean Zick, CEO & co-founder of Juna Financial Solutions

Celebrating achievements at Scaling New Heights 

Joe Woodard, founder and CEO of Woodard®️, emphasized the importance of adapting to the profession's significant disruptions and innovating and paving new pathways to support and transform business clients. With its innovative approach and commitment to clients, Juna Financial Solutions has done just that. 

The Woodard®️ Top 50 Client Accounting Services Practice Awards‘ rigorous evaluation process involves an expert panel of external consultants and Woodard's own team of bookkeeping and practice coaches, ensuring that the award truly recognizes the industry's top-tier performers. 

As we celebrate Juna Financial Solutions’ accomplishments, we look forward to seeing what unique innovations this firm brings to the industry in the future. 

Learn more about their commitment to clients, innovative approach to supporting businesses, and hardworking team here.