Cody Chrest augments The Jones Group CPA & Advisory’s capabilities by offering:
This partnership channels the strength of Western & Southern’s well-regarded financial offerings (backed by strong financial ratings) into The Jones Group’s advisory architecture, creating a truly integrated, forward-thinking client service model.
Keeley Davis partners with The Jones Group CPA & Advisory to help clients grow smarter by connecting them with the right solutions to drive efficiency, expand market presence, and foster strategic partnerships.
She specializes in delivering tailored strategies and cost-effective support designed to optimize operations, attract and retain top talent, and create a stronger foundation for growth. By aligning resources and opportunities with each client’s unique goals, Keeley enables business owners to focus on what matters most—building relationships, driving revenue, and scaling their companies with confidence.
The Jones Group CPA & Advisory partners with Abbi Richardson at Paylocity to provide clients with streamlined, modern solutions for payroll, HR, and compliance management. Abbi specializes in helping small businesses with 1–49 employees simplify their back-office administration, reduce risk, and better manage their human capital.
Through Paylocity’s platform, Abbi equips business owners with powerful tools to automate payroll processing, manage employee benefits, and stay compliant with ever-changing regulations—all while providing dedicated local customer support. Her expertise allows clients of The Jones Group to operate more efficiently, saving time and resources so they can focus on growth, culture, and profitability.
For business owners, this partnership means having a trusted resource to navigate the complexities of payroll, HR policies, risk management, and compliance requirements—ensuring their business runs smoothly and employees are well-supported.
The Jones Group CPA & Advisory collaborates with David Bain, a seasoned attorney, executive, and business leader who brings over two decades of experience advising and representing some of America’s most innovative, high-growth companies. David’s rare combination of legal expertise and business leadership enables him to guide clients through complex challenges with both strategic and practical solutions.
With a law degree, two business degrees, and a CPA license from The University of Texas, David’s background is uniquely positioned to bridge the gap between legal, financial, and operational strategy. He began his career in the Corporate Transactions & Securities group at one of Texas’ largest law firms.
For clients of The Jones Group, David serves as a strategic partner in areas such as:
By working closely with The Jones Group CPA & Advisory, David enhances the firm’s ability to provide clients with comprehensive guidance that integrates tax planning, financial strategy, legal protections, and business growth solutions—helping owners make smarter decisions with greater confidence.
The Jones Group CPA & Advisory partners with Alexas, an accomplished Assistant Vice President of Corporate Banking at Frost Bank, to provide clients with expert guidance on business banking, lending, and financial strategy. Since joining Frost Bank in January 2020, Alexas has built and managed a self-developed commercial portfolio with a strategic focus on Commercial & Industrial (C&I) lending and owner-occupied Commercial Real Estate (CRE) financing.
Her experience spans the full spectrum of commercial banking, from client acquisition and retention to portfolio growth and risk management. Having successfully completed Frost Bank’s rigorous three-year commercial analyst program, Alexas brings a deep understanding of financial statement analysis, credit decision-making, and structuring complex financial solutions tailored to business needs. In addition, she has a proven track record of mentoring high-performing analysts and assistants, showcasing her leadership within the banking sector.
For clients of The Jones Group, Alexas provides strategic value in areas such as:
Through this collaboration, The Jones Group CPA & Advisory clients gain a trusted financial partner who can align banking solutions with their broader tax, advisory, and growth strategies. By working together, Alexas and The Jones Group help business owners make informed financial decisions, secure the right funding, and position their companies for long-term success.
The Jones Group CPA & Advisory partners with Shon and his team at True Digital Marketing to help clients enhance their online presence, drive traffic, and generate qualified leads. Shon leads a team of digital marketing experts who act as an extension of your business, serving as your full-service digital marketing department—as if they were right down the hall from your office.
True Digital Marketing provides a comprehensive suite of services designed to help startups, small businesses, and growing companies compete effectively in today’s digital landscape. Their expertise includes:
For clients of The Jones Group, Shon and his team focus on reaching, engaging, and converting prospects into loyal customers through data-driven marketing strategies. By aligning digital marketing efforts with broader financial and business goals, True Digital Marketing helps business owners grow brand awareness, strengthen customer relationships, and maximize ROI.
Through this partnership, The Jones Group CPA & Advisory empowers clients not only to manage their numbers but also to drive revenue growth by leveraging strategic, modern marketing solutions tailored to their unique business needs.
The Jones Group CPA & Advisory partners with Angie Chrisman, an accomplished business coach and development strategist, to help clients streamline operations, strengthen leadership, and build businesses that run more efficiently. With a Bachelor of Science in Education and a diverse professional background, Angie brings a unique blend of practical experience, sales expertise, and entrepreneurial insight to every client engagement.
Today, alongside her husband Kirk, Angie runs a successful business coaching and development franchise that focuses on helping companies simplify processes, increase profitability, and create turnkey business models.
For clients of The Jones Group, Angie provides strategic support in areas such as:
By collaborating with Angie, The Jones Group CPA & Advisory offers clients comprehensive business growth solutions that go beyond financials and tax strategy, empowering owners to create stronger, more profitable, and more efficient companies.
The Jones Group CPA & Advisory partners with Sergiy “Serg” Kozolup, an accomplished entrepreneur and founder of multiple companies, including CPG (Cleaning Pro Group)—one of Ukraine’s largest Facility Management operators. With over 25 years of international experience, Serg has built a reputation for helping businesses streamline operations, reduce overhead, and create safer, more efficient work environments through comprehensive facilities management solutions.
At CPG, Serg leads a diverse team that provides a full spectrum of services, including:
Serg has successfully scaled operations internationally, expanding CPG’s presence beyond Ukraine into Poland and, most recently, the United States in 2023. His proven expertise enables businesses to outsource critical operational functions, freeing up time and resources to focus on growth and profitability.
For clients of The Jones Group CPA & Advisory, partnering with Serg and CPG means access to integrated facility management solutions that enhance workplace safety, improve efficiency, and lower operational costs—all while maintaining a professional, client-ready environment.
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The Jones Group CPA & Advisory