About the firm

A strategy firm, not a service firm.

Based in Atlanta, serving operators nationwide. Fourteen years advising the entrepreneurs most firms don't know how to serve — the ones done with being handed pieces, ready to be taken seriously.

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Our practice

We are strategists first.

Most entrepreneurs we meet have worked with four or five different advisors before finding us — a formation service, a tax preparer, a credit-repair company, a business coach, a loan broker. Each one handed them a piece. None of them read the whole file.

J.A. Financial Solutions exists because entrepreneurs deserve a strategy team, not a catalog of services. Our work begins with the whole picture — the tax implication of the entity election, the credit implication of the banking setup, the funding implication of the bookkeeping cadence — and the filings follow from there. We stopped separating the work a decade ago, and our clients stopped losing money at the seams.

Fourteen years in, that conviction hasn't changed. We work with operators who want their business architected once, maintained well, and kept ready for whatever the next ninety days ask of it.

The team

Who you'll work with.

Founder & CEO

Jason McKinney

Jason founded J.A. Financial Solutions and leads the firm's strategy engagements across all four pillars. His work sits at the intersection of entity structure, capital access, and tax posture — deciding together what most firms decide separately. Under his direction the firm has folded AI-driven process optimization into every engagement, refined the funding playbook so approval reads as the expected outcome, and built the long-standing client relationships that anchor its referral network.

Before JAFS, Jason worked as an international business developer — traveling regularly to China to establish manufacturer relationships, oversee product development and quality control, and negotiate contracts and logistics across new product launches. That operator background shapes how the firm approaches every engagement today. Jason speaks at seminars across the country on business development, process optimization, and AI integration for small businesses.

Chief Financial Officer

Allen Walton

Allen leads the firm's financial operations — bookkeeping cadence, client reporting standards, and the internal systems that keep every engagement audit-ready and lender-presentable. He also works directly with clients on the work that sits closest to capital: entity structuring, tax positioning, and the business credit playbook that lets owners secure funding without leaning on personal liability. He is the author of Quick Monster Business Credit, a practical guide that distills the firm's approach to building high-limit business credit into actionable steps for entrepreneurs.

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 teaching him a different side of how small businesses actually win or lose money. Earlier in his career he worked as a tax accountant, cost accountant, and staff accountant, giving him the ledger-level fluency that grounds 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, ensures each phase is understood before we move forward, and keeps communication steady between strategy conversations and execution. Project management is the discipline she brings to every engagement — milestones tracked, dependencies surfaced early, and nothing left to chance between meetings.

Before joining the firm she spent years at AT&T, where she directed billion-dollar merger and acquisition projects — coordinating across legal, finance, and operations teams on transactions where a missed handoff was not an option. That experience is what lets her run a client's ninety-day plan with the same rigor a Fortune 500 deal team would expect.

Clients mention her by name in our reviews more often than anyone else on the firm. If you become a client, you become Lillian's client.

How we work

Four commitments.

Strategy first, filings second. Paperwork is the output. The strategy conversation is the work. We don't charge for filings; we charge for the thinking that made the filing the right one.

Transparent when it matters most. We tell clients what we know, what we don't, what we'd do in their position, and where the real risks sit — even when the answer costs us the engagement.

One file. One firm. Your entity, credit, tax, and compliance records live together. When something changes on one side of the file, we think about what it means for the other three.

Long relationships, not transactions. Most clients graduate from the ninety-day engagement into a retainer relationship — quarterly reviews, annual tax work, capital events as they arise. That's the intended arc, not a sales upsell.

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See if we're the right fit.

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