Jonathan is a business growth and profitability advisor for small businesses who want to grow and take it to the next level. He is a self-admitted Excel geek who loves helping business owners leverage the information in financial reports to produce better results for their business. The numbers tell a story...and he interprets that story so business owners can make more informed decisions and more readily achieve their business AND personal quality of life goals. Jonathan wants to leverage his experience as a Big 4 auditor and Controller/CFO to help put more money in the pockets of business owners!
Jonathan is from right here in Woodway, Texas and graduated from Midway High School. He went on to Baylor University where he earned both a Bachelor of Business Administration degree in accounting and a Master of Accountancy degree, before obtaining his Texas CPA license.
Jonathan started his career in Dallas with the international “Big 4” accounting firm KPMG before moving on to BDO USA and then to Wagner, Eubank & Nichols. He returned home to the Waco area in 2014 and joined local accounting firm Jaynes, Reitmeier, Boyd and Therrell.
After a dozen years in public accounting and client service, Jonathan transitioned to industry to try his hand at leading an accounting department as Corporate Controller for Easy Gardener Products, Inc. (also known as the Jobe’s Company). However, the appeal of client service and helping small businesses was too great, so Jonathan decided to get back into client service by joining Bancin Business Bookkeeping and Payroll in September 2020, subsequently taking ownership. It was there that he decided that would start a CPA firm to offer services that Bancin could not. And so J.A. Green Accounting Services, PLLC was born.
Jonathan is a member of the AICPA and TSCPA, and he is also a member of Class XXXVI of the Leadership Waco Program of the Greater Waco Chamber. Outside of work, Jonathan is married to Allison and has three children: Jackson, Lynnsey, and Tyler. He enjoys sports, hunting, and is involved in PTA, Midway Little League, and Hedonia Club.
Jonathan serves on the Board of Directors for the following organizations:
Midway ISD Board of Trustees, Place VI
Midway Little League
Midway Education Foundation
McLennan County Appraisal District
Greater Waco Sports Commission (Treasurer)
Allison Green is a determined, friendly and skilled tax professional with a passion for assisting clients achieve their business goals. Well-versed in partnership taxation with experience working in a variety of industries including private equity, financial services, asset management, real estate and healthcare.
She graduated from Texas &AM University in 2004 with a dual BBA Accounting and Masters of Taxation degree. Allison began her career with Grant Thornton in Dallas, TX where she spent 18 years and reached the title of Managing Director. In February 2022, she transitioned to Kay Perrone & Associates in College Station, TX where she has learned the ins and outs of small business and personal taxation. Currently, she is building the tax practice at J.A. Green Accounting Services, PLLC where she will focus her skills on serving small businesses and individuals.
Allison is married to Jonathan and has three children: Jackson, Lynnsey, and Tyler. She is active in the Woodway Elementary and River Valley Middle School PTA, and also is a sustaining member of Junior League Waco.