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Marshall Jones Recognized as a Quantum Certified Workplace™ in Atlanta

July 1, 2026

Designation acknowledges the organization’s sustained commitment to building thriving teams and a strong workplace culture. Marshall Jones has been recognized as a 2026 Quantum Certified…

How Can Accurate Financial Reporting Help Secure Grants for Nonprofits?

June 9, 2026

Grants are often governed by strict regulatory frameworks, especially those that come from government agencies. State and private grantors also have their own compliance standards…

Inside Liz DeMar’s Approach to Building Systems That Work for People

May 19, 2026

When Liz DeMar, CPA, MBA joined Marshall Jones two years ago, she wasn’t just looking for a job. After balancing motherhood and part-time roles for…
Partner Nathan Lummus works on shaping the next generation at Marshall Jones.

Balancing Numbers and People: How Partner Nathan Lummus Is Shaping the Next Generation at Marshall Jones

May 13, 2026

Most people think accounting is all about numbers. For Nathan Lummus, it’s always been about balance — between precision and people, work and life, purpose…
Accounting Manager, Ethan Bolinger, sees the bigger picture with client accounting at Marshall Jones.

Ethan Bolinger, CPA: Seeing the Big Picture in Every Puzzle

May 7, 2026

For Ethan Bolinger, CPA, accounting has never been about crunching numbers—it’s about solving puzzles. As an accountant in the Client Accounting Services (CAS) practice at…
Partner of Firm Administration, Kristen Hendricks, builds culture and independence at Marshall Jones.

Kristen Hendricks: Building People-First Growth at Marshall Jones

May 1, 2026

When Kristen Hendricks joined Marshall Jones, she wasn’t looking for a partnership — she was looking for connection. After discovering that remote work left her…

Leadership in the In-Between: Diane on Navigating Change, Culture, and the Modern Workplace at Marshall Jones

April 29, 2026

Leadership today rarely lives at the extremes. It exists in the in-between. Between generations, between old expectations and new realities, between the pressure to perform…
How Founding Partner, Charlie Jones, built Marshall Jones on trust and intention.

A Legacy of Integrity: How Charlie Jones Built Marshall Jones on Trust and Intention

April 1, 2026

When Charles “Charlie” Jones founded Marshall Jones, he set out to build a successful accounting firm built on trust.  Guided by integrity, intention, and an…
Managing Partner, Greg Logan, focuses on leadership, culture, and the human side of accounting at Marshall Jones.

Evolving with Intention: Greg Logan on Leadership, Culture, and the Human Side of Accounting

April 1, 2026

When Greg Logan describes his career path, he does so with characteristic humility and humor. The Managing Partner at Marshall Jones didn’t set out to…
A business owner using an accounting software on their laptop.

Expensify vs. QuickBooks: Product Comparison

March 12, 2026

No matter what business you run or in which industry you function, financial management is a nonnegotiable if you want to maintain stability, maximize profits…
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How to Improve Your Charity Navigator Score

March 12, 2026

Running a nonprofit organization is a noble endeavor, driven by a passion to serve and support a deserving cause and make a difference. And to…
Professional financial advisor discussing retirement planning with clients.

Generation-Skipping Trust (GST): An Ultimate Guide

January 6, 2026

It’s one thing to build wealth and a legacy, and it’s another thing to protect what you’ve built for future generations, for as long as…
Professional financial advisor discussing plans with clients

Controller vs. CFO – Key Differences in Roles

December 19, 2025

When hiring a finance team, a pivotal decision is choosing an experienced CFO or controller to manage financial responsibilities. While these roles overlap in some…
Team of Marshall Jones accountants collaborating in a conference room

Endowment vs. Foundations: Key Differences to Understand

December 12, 2025

Due to their similarities, endowment funds and foundations are often used interchangeably. However, several features make them distinct from each other — they require specialized…
Marshall Jones professional working with a client

What Is an IDGT? Definitions, Examples and Requirements

December 12, 2025

When it comes to estate tax planning, there is a lot of pressure to manage your finances to maximize assets and minimize tax burdens, both for…

MARSHALL JONES WELCOMES JOSH ROPER, CPA IN STRATEGIC JOINT VENTURE

October 16, 2025

Joint venture strengthens firm’s construction accounting expertise and deepens commitment to community growth. ATLANTA, GA, October 15, 2025 — Marshall Jones, a full-service CPA firm,…
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Tax Changes Under the Big Beautiful Bill

October 6, 2025

The One Big Beautiful Bill Act (OBBBA), also called the Big Beautiful Bill, was signed into effect on July 4, 2024. This sweeping legislation reshapes…
A team works together on a new campaign, with two colleagues giving input to a team member at the laptop

Private Nonprofits vs. Public Nonprofits: What You Need to Know

October 3, 2025

Nonprofit organizations (NPOs) are formed out of a desire to make a difference in the world rather than make a profit. If you’re looking to…
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What Are Tax Shelters? Best Tax-Sheltered Investments

September 29, 2025

Everyone wants to keep more of their hard-earned money, but determining the best ways to legally reduce your tax bill can feel overwhelming when considering…
A business owner preparing their taxes by completing a federal tax form for reporting large cash payments on a tablet

What Is IRS Form 8300?

September 25, 2025

While most consumer payments are made electronically, there are still times when cash is necessary or simply preferable. Since cash is harder to trace, there’s a…
Two businessmen in suits are analyzing information on a laptop.

Accounting for Real Estate: Everything You Need to Know

May 5, 2025

As a real estate business, it’s best not to overlook the value of accounting. Whether you’re a small or a large enterprise, real estate accounting services…
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How to Track Donations

April 30, 2025

Nonprofit organizations (often referred to as NPOs) work based on benefiting communities and charitable causes rather than making a profit. NPOs can be organizations such as hospitals,…
Man with glasses reviewing data on a tablet.

How to Get a General Contractor License in Georgia

April 28, 2025

Are you interested in a challenging and rewarding career as a general contractor in Georgia? This license is highly sought-after as it authorizes unlimited residential…
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Partner Buyout Financing: How to Buy Out a Business Partner

April 3, 2025

If you want to buy out a business partner, you must purchase their ownership interest at fair market value. This process requires implementing an effective…
Guide to Paying Hybrid, Out-of-State and Remote Employees

How to Request a Nonprofit Audit

April 2, 2025

Requesting a nonprofit audit is a critical step in ensuring regulatory compliance and demonstrating trust to current and potential donors. Audits display a leadership’s willingness…
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Everything You Need to Know About Financial Audits

December 16, 2024

Audit adjustments can significantly impact your organization’s financial statements. It’s essential to evaluate their regulatory compliance effects and determine potential internal control deficiencies that may…
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Rental Property Tax Deductions

October 11, 2024

Owning rental property is a significant investment, but it also has its share of responsibilities — especially when managing taxes. Understanding which expenses you can…
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What to Know About Accounting for Architectural Firms

October 9, 2024

As the owner of an architectural firm, it’s essential to strike a balance between working on projects and managing core areas of your business, such…
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The Complete Guide to Audits for SMBs

October 7, 2024

For any business, audits are important in maintaining transparency, trust and accountability in financial reporting. If you’re running a small or mid-size business (SMB), you…
woman reading papers on nonprofit vs for profit accounting

Accounting vs. Bookkeeping: What’s the Difference?

October 7, 2024

A lot goes into the financials behind a nonprofit or business, including bookkeeping and accounting. While the terms are often used interchangeably, the roles are…