C&L Value Advisors
CPA, Succession planning certification through BEI
Jolene is the owner of J.T. Loos & Associates, PA and a managing member partner of C&L Value Advisors, LLC. Jolene's primary focus in the firm is working with business owner clients. The Firm provides comprehensive accounting, tax preparation and planning, and business advisory services. Jolene works closely with her clients, helping them make sense of their financial information so they can make accurate decisions in running their businesses. She provides planning services using a proprietary system which was developed in 1991 and copyrighted in 1992. She actively works with clients in numerous areas of business advisory services, including strategic planning and implementation, growth management, business coaching, systems development and improvement, and team and people management. Jolene's clients fall into a broad range of industries, including medical, professional and technical services, construction, real estate, restaurant, manufacturing, distribution and retail.