About the firm

A planning partner, not a filing service.

Based in Atlanta, serving clients nationwide. For fourteen years we've advised owners who are tired of getting their business handled in pieces and want one team that sees the whole picture.

Call (800) 850-5237 for a free consult See our approach

Our practice

We are strategists first.

Many owners we meet have already worked with four or five advisors before finding us: a formation service, a tax preparer, a bookkeeper, a business coach, a loan broker. Each one handled a piece. None of them read the whole file.

J.A. Financial Solutions exists because owners deserve a strategy team, not a menu of services. We start with the whole picture: how your entity choice affects your taxes, how your banking setup affects your business credit, and how your bookkeeping affects your funding options. The filings follow from there. When the pieces are planned together, far fewer things fall through the cracks.

Fourteen years in, that belief hasn't changed. We work with owners who want their business set up right once, kept in good order, and ready for whatever the next ninety days bring.

The team

Who you'll work with.

Founder & CEO

Jason McKinney

Jason founded J.A. Financial Solutions and leads the firm's strategy work across every service. His focus is where entity structure, business credit, and tax planning meet, so those decisions get made together instead of by three different people. Under his direction, the firm uses AI tools to streamline its processes, keeps sharpening how it prepares clients for funding applications, and has built the long-term client relationships behind most of its referrals.

Before JAFS, Jason worked in international business development. He traveled regularly to China to build relationships with manufacturers, oversee product development and quality control, and negotiate contracts and logistics for new product launches. That hands-on operator background shapes how the firm approaches every engagement today. Jason also speaks at seminars across the country on business development, process improvement, and practical AI for small businesses.

Chief Financial Officer

Allen Walton

Allen leads the firm's financial operations: bookkeeping schedules, client reporting standards, and the internal systems that keep each client's records organized and ready for a lender's review. He also works directly with clients on the work closest to funding: entity structure, tax positioning, and building credit in the business's own name. He is the author of Quick Monster Business Credit, a practical guide that turns the firm's approach to building business credit into clear steps for owners.

Allen's perspective is shaped by more than a decade as an operator before he was an advisor. He founded and ran Precise Properties in real estate, Royal Holdings in investment and stock trading, AK Trucking in logistics, an independent insurance brokerage, and a restaurant in College Park. Each one taught him a different side of how small businesses make or lose money. Earlier in his career he worked as a tax accountant, cost accountant, and staff accountant, which gives him the hands-on accounting knowledge behind every recommendation he makes today. He studied business administration and accounting at Wayne State University and California State University.

Executive Assistant · Client Liaison

Lillian Henderson

Lillian walks every client through the ninety-day plan. She makes sure each phase is clear before the next one starts, and she keeps communication steady between strategy calls and the work itself. She brings project-management discipline to every engagement: milestones tracked, problems spotted early, and nothing left hanging between meetings.

Before joining the firm, she spent years at AT&T, where she directed billion-dollar merger and acquisition projects. She coordinated legal, finance, and operations teams on deals where a missed handoff was not an option. She runs each client's ninety-day plan with that same rigor.

Clients mention her by name in our reviews more often than anyone else at the firm. If you become a client, you'll work closely with Lillian from day one.

How we work

Four commitments.

Strategy first, filings second. Paperwork is the output. The strategy conversation is the real work. Anyone can file a form. The value is in knowing which filing is the right one, and why.

Straight answers, even the hard ones. We tell clients what we know, what we don't, what we'd do in their shoes, and where the real risks are. We say it even when the honest answer means we're not the right fit.

One file. One firm. Your entity, credit, tax, and compliance records live in one place. When something changes in one area, we look at what it means for the other three.

Long relationships, not transactions. After the ninety-day engagement, clients can stay on for quarterly reviews, annual tax work, and help when funding decisions come up. That's how the work is designed, not a sales upsell.

Begin

See if we're the right fit.

(800) 850-5237 info@jafinancialsolutions.com Book a 30-minute call