Jonathan Green: Empowering Waco Businesses with Strategic Accounting and Financial Expertise

When it comes to growing a small business, numbers tell a story. For Jonathan Green, CPA, and business growth advisor based in Waco, Texas, that story is what drives his passion and profession. With a strong background in accounting, auditing, and financial strategy, Green doesn’t just crunch numbers—he interprets them to help businesses thrive. As the President of J.A. Green Accounting Services, PLLC, he serves small business owners with solutions designed to boost profitability, enhance decision-making, and ultimately improve both business performance and quality of life.

Green’s journey from Big Four auditor to trusted small business advisor in Central Texas is a testament to his deep-rooted commitment to the community and his clients. His resume includes leadership roles in several prominent accounting firms and a rich educational background from Baylor University, reflecting his expertise and dedication to financial excellence.

Jonathan Green in Waco: Building Businesses with Purpose

A Waco Native with a Mission

Born and raised in Woodway, a suburb of Waco, Jonathan Green’s connection to the community runs deep. A Midway High School graduate, he chose to stay close to home by attending Baylor University, where he earned both a BBA in Accounting and a Master’s in Accounting from the Hankamer School of Business.

Now, through his firm, J.A. Green Accounting, Green combines decades of professional experience with a personal investment in the success of local entrepreneurs. He helps clients across Waco and Central Texas translate financial data into actionable business strategies. His mission? To empower small businesses with the tools and insights they need to grow intentionally—and sustainably.

Education: Solid Foundation from Baylor University

Jonathan Green’s educational background is a key pillar supporting his professional capabilities. He completed his Bachelor of Business Administration in Accounting at Baylor University in 2004 and followed it with a Master of Accounting in 2005.

Baylor’s Hankamer School of Business is recognized for its academic rigor, ethical foundation, and emphasis on practical leadership—all qualities that are evident in Green’s career and his firm’s client-centric approach. His education laid a strong foundation for his roles in national and regional accounting firms, where he developed expertise in audit and financial management.

Career Overview: From Audit to Advisory

Early Career: Big Four and Beyond

Jonathan Green began his professional journey with KPMG, one of the Big Four accounting firms, serving as an Audit Associate and then Senior Associate from 2006 to 2008. He then transitioned to BDO USA, where he worked as an Assurance Manager, strengthening his skills in financial reporting, risk assessment, and internal control evaluation.

His audit leadership continued at Wagner, Eubank & Nichols, LLP in Dallas before he returned to Waco in 2014 to join JRBT, one of the largest accounting firms in Central Texas. As an Audit Manager, Green honed his ability to understand the financial structure of businesses of all sizes.

Leadership Role at Jobe’s Company

From 2017 to 2020, Green served as Corporate Controller at Jobe’s Company, a growing business in the Waco area. Here, he managed financial operations, reporting, and internal controls. His time at Jobe’s further deepened his practical knowledge of corporate finance and operational efficiency—insights he now uses to guide small business owners through similar challenges.

J.A. Green Accounting Services: Helping Small Businesses Thrive

Full-Service CPA Firm in Woodway

In September 2020, Jonathan Green leaped and founded J.A. Green Accounting Services, PLLC, a full-service CPA firm based in Woodway, Texas. His goal is to provide financial clarity and business guidance to small businesses that often struggle to find reliable, strategic accounting support.

The firm offers a full range of services including:

• Tax preparation and planning
• Audit and assurance services
• Bookkeeping and financial reporting
• Payroll and accounts management
• CFO-level advisory services

More than just compliance, Green’s team focuses on helping businesses understand their financial data and utilize it to make informed decisions.

Philosophy: Numbers Tell a Story

Green believes that “the numbers tell a story”—and his job is to translate that story into clear, strategic guidance. His Excel skills, combined with his audit background, make him a powerful interpreter of financial statements. He helps clients identify hidden opportunities for cost reduction, profit maximization, and scalable growth.

Whether you’re a start-up, a growing service business, or a family-run enterprise, Green focuses on long-term impact—not just short-term fixes. That’s what sets his firm apart in a saturated CPA market.

Banking Business Services: Now Merged with J.A. Green Accounting

In addition to J.A. Green Accounting, Jonathan Green founded Bancin Business Services in 2020, aiming to deliver outsourced back-office solutions to small businesses. The company provided administrative accounting functions such as:

• Invoicing and receivables
• Vendor management
• Internal process setup

As of 1 January 2025, Bancin Business Services officially merged with J.A. Green Accounting, consolidating services and streamlining client support under one brand. The merger enables Green to offer a one-stop financial hub for all small business needs—from compliance to strategy.

Why Jonathan Green Is the Go-To CPA in Waco

Strategic, Not Just Tactical

What sets Jonathan Green apart is his dual focus: tactical financial accuracy and strategic business insight. He doesn’t just file taxes or run payroll—he partners with business owners to improve margins, reduce overhead, and make informed growth decisions.

Deep Local Ties and Trust

As a long-time Waco resident and graduate of local institutions, Green is a trusted figure in the community. He understands the regional business climate and cares deeply about helping local entrepreneurs succeed.

Community Involvement

Jonathan Green also serves on the Midway ISD Board of Trustees, continuing a family legacy of community service—his father previously held the same board seat. His civic involvement includes participation in:

• Midway Education Foundation
• Greater Waco Sports Commission
• McLennan County Appraisal District

This local engagement strengthens his credibility and reflects his commitment to giving back to the community that has shaped him.

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Final Thoughts: A CPA Who Grows With You

Jonathan Green isn’t just a numbers guy. He’s a strategic partner, a community leader, and a financial storyteller. With decades of experience in auditing, economic control, and business consulting, Green now devotes his energy to helping small business owners unlock their full potential.

Whether you’re looking to get your books in order, understand your cash flow, or plan for sustainable growth, Jonathan Green in Waco is the expert you want by your side. Through J.A. Green Accounting Services, he is helping Central Texas business owners achieve not only their financial goals—but their life goals, too.