BY JONES & ASSOCIATES - Key Persons
Crystal Ferguson is one of the staff at Jones & Associates. She handles bookkeeping, payroll, and tax preparation for various industries.
I am a Certified Public Accountant licensed in Virginia that emphasizes accountability and transparency. I build effective relationships with a wide array of people, and entities. I thrive in a service-oriented environment where diversity, constant learning, change management, and challenges are routine. My creativity and enthusiasm yields effective results with managing financial, compliance, and operational reporting. Specialties: • Planning, performing, and managing financial and compliance audits of nonprofit organizations under Generally Accepted Auditing Standards, Government Auditing Standards, and provisions of Office of Management and Budget Circular A-133, Audits of States, Local Governments and Other Non-Profit Organizations • Evaluating the adequacy of controls to mitigate risk of errors and fraud • Developing, performing, and reporting tests of internal controls for financial and non-financial compliance with a variety of policies, procedures, and contract-related criteria • Planning, performing, and managing financial audits of employee benefit plans • Assisting organizations with the implementation of various Financial Accounting Standards • Creating financial, contractual, and operational risk assessments using profitability, trend, break-even, SWAT, and SMART analyses • Microsoft Excel proficiency creating Pivot Tables, and utilizing various functions such as, but not limited to: CONCATENATE, COUNTIF, COUNTIFS, NETWORKDAYS, REPLACE, SEARCH, SUBSTITUTE, SUMIF, HOOKUP, VLOOKUP I provide an array of financial, attest, and tax services to a wide array of organizations and individuals. • Provide detailed financial reporting services • Perform compilations, reviews, agreed-upon-procedures, and financial audits, and compliance audits • Cash flow advising • Prepare income tax returns for individuals, C-corporations, S-corporations, limited liability companies, partnerships, trusts, estates, and not-for-profit organizations. • Prepare payroll tax returns • Prepare sales and use tax returns • Prepare financial statements, and Form 5500 Annual Return/Report for Employee Benefit Plans
Marquita Morrison has been an integral part of the staff at Jones & Associates since 2008 and currently is the Office Manager for Jones & Associates. She handles all aspects of client accounts including payroll, bookkeeping and tax preparation.
Prior to her role with Jones & Associates she gained extensive management experience as a Retail Store Manager. She studied Marketing and Business Management at James Madison University.
Marquita is the mother of three beautiful children and enjoys spending time with her family, reading and also has a love for dance and music.
Robert Wright is a member of our accounting and tax team, and concentrates on the preparation of individual, corporate, partnership, and non-profit tax returns. He is an active member of the Virginia Society of Enrolled Agents, the North Carolina Society of Enrolled Agents, and the National Society of Accountants. As an Enrolled Agent, he is licensed to practice before the Internal Revenue Service. He assists with accounting services such as payroll, bookkeeping, QuickBooks consultation, business licenses returns, business property tax returns, and financial statements preparation. Robert also is appointed as a Notary Public in Virginia and North Carolina. Robert's career has included management in retail sales and accounting in multidisciplinary medical practices. Additionally, as an active ordained minister Robert has unique insight into the complexities of tax and accounting issues as related to ministers, churches, and other religious organizations. Robert has earned degrees in business administration, biblical studies, and management/leadership. Robert is married, and resides with his wife and three sons in Providence, NC. He is a member of The Tabernacle in Danville, VA. He enjoys family time, reading, hunting, and golfing.