The team

Built by accountants who understand both the numbers and the operation behind them.

CompFinO is owned by Joshua and Kelly Jones, who met in public accounting and built the firm around personal service and financial clarity for business owners.

Leadership

Josh and Kelly

Portrait of Joshua Jones, CPA, Partner at CompFinO

Joshua Jones, CPA

Partner · Firm leadership, tax, and client advisory

Licensed CPA and graduate of Duquesne University. Josh met Kelly in public accounting and leads CompFinO's tax and advisory work across Pennsylvania and Florida.

Portrait of Kelly Jones, MBA, Partner at CompFinO

Kelly Jones, MBA

Partner · Operations, accounting, and payroll delivery

Holds an MBA and is a graduate of Pennsylvania State University. Kelly leads the firm's accounting and payroll operations and the client service standards behind them.

Josh and Kelly share decades of combined experience in accounting and taxation. They serve clients across Pennsylvania and Florida, live between Bridgeville, PA and Naples, FL with their dogs Ava and Chloe, and are actively involved in both communities.

The financial team

The people on your engagement

Every engagement is staffed with a named day-to-day contact and a manager who reviews the work. These are the senior managers, managers, accountants, and coordinators behind the monthly close, payroll runs, tax filings, and the answers you get when you call.

Portrait of Amanda, Senior Manager at CompFinO

Amanda

Senior Manager

Tax, payroll, and accounting

Senior manager overseeing engagements spanning tax, payroll, and monthly accounting.

Portrait of JJ, Senior Manager at CompFinO

JJ

Senior Manager

Payroll specialist

Senior manager leading payroll processing, payroll-tax coordination, and year-end forms.

Portrait of Amy, Manager at CompFinO

Amy

Manager

Tax and accounting

Manages monthly accounting and business tax engagements.

Portrait of Diana, Manager at CompFinO

Diana

Manager

Tax and accounting

Manages monthly accounting and business tax engagements.

Portrait of BA, Manager at CompFinO

BA

Manager

Tax and accounting

Manages monthly accounting and business tax engagements.

Portrait of Dani, Staff Accountant at CompFinO

Dani

Staff Accountant

Payroll

Supports payroll processing and employee setup.

Portrait of Cinthya, Staff Accountant at CompFinO

Cinthya

Staff Accountant

Accounting

Supports bookkeeping, reconciliations, and month-end close.

Portrait of Rose, Communications Coordinator at CompFinO

Rose

Communications Coordinator

Accounting and client communication

Coordinates client communication, document requests, and scheduling.

Full names and credentials for each team member will be published as CompFinO confirms them.

Next step

Build a financial operation that keeps up with the business.

Bring accounting, payroll, tax, and financial guidance into one coordinated relationship with CompFinO.