It’s never just about managing money.
Helping you navigate the road to the tomorrow you dream about.
Who is Jon Bos?
I began my professional journey as a public accounting CPA over 30 years ago. After a decade, I decided to join an investment firm. I have come to realize that providing quality financial advice requires knowledge of investing, tax and business. That is why I remain an active tax preparer and bookkeeper – it informs my investment advice. Education is a passion.
I don’t just want to help you prosper. I want you to clearly understand my recommendations for you, your business, and your family. When you share your dreams and concerns, we can create a roadmap for you that builds your confidence and helps you move forward toward sustaining your most cherished values and relationships. I’d love that to be your story. My team and I are excited to help you get there.
WHAT WE CAN DO FOR YOU
Bookkeeping and Payroll
Investment Management
Financial Guidance
Bookkeeping and Payroll
Accurate and detail focused, we offer tailor-made services to
help your business stay up to date and tax ready.
Focus on building a thriving business and leave the books to us.
Investment Management
With decades of investment experience, we will help you
find the best methods for multiplying your hard earned income.
There’s no need to wonder what your money is doing;
we’ll help you understand the system.
Financial Guidance
We’re passionate about providing the education and resources
you need to realize your vision and achieve your goals.
From budgeting tools to retirement plans, we’ll find
what works for you to see new possibilities for the future.
We believe in personal relationships
Financial literacy can feel elusive. We welcome your questions!
As we get to know you, we will build up your confidence and strengthen your knowledge base.
© Jon Bos 2025