J B M

Accounting & Advisory Group

Your Trusted Financial Partners

JBM Accounting & Advisory Group provides expert consulting, accounting tax, and audit services tailored to the unique needs of businesses and individuals across the United States, backed by extensive federal and state expertise.

Local Expertise

Deep knowledge of United States tax and business landscape.

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Personalized Service

Tailored solutions and proactive guidance.

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Trusted Results

Proven success and long-term client partnerships.

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Comprehensive CPA Services for Your Success

Accounting & Advisory Group

About JBM

Established with a commitment to excellence and integrity, JBM has been a cornerstone of financial guidance in United States for over 10 years. We've built our reputation by delivering exceptional service, maintaining the highest professional standards, and fostering long-term relationships with our clients.

1%

Strategy Consulting

Average cost savings achieved through strategic financial planning.

1%

Accounting & Bookkeeping

Average time saved when clients outsource their accounting to us.

Discover Company Solutions Tailored to Your Needs

Our experienced team provides consulting, tax, accounting, and audit services to help businesses across the United States operate with confidence and achieve sustainable results.

Strategic tax planning and preparation services that minimize your liability while ensuring full compliance with U.S. federal and state requirements

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Independent audit services that provide stakeholders with confidence in your financial reporting and internal controls.

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Comprehensive accounting solutions from daily bookkeeping to complex financial statement preparation.

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Strategic advisory services to help you make informed decisions, improve operations, and achieve sustainable growth.

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Independent assurance services including reviews, compilations, and agreed-upon procedures.

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Ready to Work Together to Simplify Your Accounting?

Accounting & Advisory Group

Why Choose JBM?

Choosing JBM means partnering with a team that listens, understands your goals, and works with integrity to protect and grow your business

Proven Expertise

Our team of certified public accountants brings extensive experience across multiple industries and regulatory.

Local Knowledge

We have deep insight into U.S. federal and state tax laws, the business landscape, and regulatory environment.

Personal Service

We build lasting client relationships, offering responsive, tailored strategies that adapt as your business grows.

Technology

Secure client portal access and modern accounting technology to streamline your financial management.

1K
Financial Reports Delivered
1%
Client Retention Rate
1+
Businesses Supported in United States

Gain Full Control of Your Finances

Our expert CPAs help you manage accounting, taxes, and audits with clarity, so you can focus on growing your business.

Accurate Reporting

Real-time financial statements and reports to make informed decisions.

Proactive Tax Planning

Strategies to minimize tax liabilities and stay fully compliant.

Trusted by Businesses Across Puerto Rico

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Dra. Laura Ramirez / Medical Practice Owner

Working with JBM has transformed how we manage our finances. Their team is responsive, detail-oriented, and truly understands our industry.

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Jose Mercado / Real Estate Investor

Thanks to JBM’s tax planning and Act 60 guidance, we’ve saved significantly while staying fully compliant. Highly recommend their expertise!

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Jose Mercado / Real Estate Investor

Thanks to JBM’s tax planning and Act 60 guidance, we’ve saved significantly while staying fully compliant. Highly recommend their expertise!

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Jose Mercado / Real Estate Investor

Thanks to JBM’s tax planning and Act 60 guidance, we’ve saved significantly while staying fully compliant. Highly recommend their expertise!

Industries we serve in United States