Business Details
21 Years
experience
Expert Accounting & Business Advisory in Charleston, SC
Founded in 2005, JNR Advisory has established itself as a trusted business advisory firm headquartered in Charleston, South Carolina. Our team brings extensive executive-level financial management experience from international Fortune 500 corporations, offering clients a strategic approach to financial planning and business operations. We specialize in bridging traditional accounting practices with comprehensive advisory services, focusing on long-term financial goals and tailored solutions for diverse industries. Our expertise spans corporate financial management, public accounting, and specialized consulting across sectors such as captive insurance, manufacturing, and nonprofit organizations. With a commitment to personalized relationships, we deliver actionable insights that empower clients to achieve their financial objectives.Our services include business valuations, forensic accounting, tax compliance, and strategic planning, supported by a team recognized for technical proficiency and industry leadership. We serve clients throughout South Carolina, including Charleston, Columbia, and the Midlands, while maintaining a strong local presence in the Lowcountry. Our approach emphasizes transparency, ethical standards, and continuous learning, ensuring clients receive reliable guidance aligned with evolving regulatory and market conditions. Through affiliations with Archer Lewis, LLC and Jarrard, Nowell & Russell, LLC, we combine the resources of a national network with the agility of a boutique firm. This unique structure enables us to provide both attest services and advisory solutions, positioning us as a one-stop partner for complex financial needs.
Services
Client Accounting Services
Captive Insurance Consulting
Restaurant Accounting
Business Valuations
Forensic Accounting
Manufacturing Accounting
Nonprofit Audits
Tax Compliance
Succession Planning
Inventory Management
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of Fortune 500 financial management experience tailored to local businesses.
- Our team provides specialized expertise in captive insurance compliance and audits.
- We deliver industry-specific solutions for manufacturing, restaurants, and nonprofits.
- Our strategic planning services integrate tax compliance with long-term financial goals.
- We maintain affiliations with licensed CPA firms for comprehensive attest services.
Associations and certifications
- South Carolina Captive Insurance Association (SCCIA)
What people say
Highly professional team
Timely and accurate service
Expertise in captive insurance
Trusted financial advisor
Responsive and knowledgeable
Services
Client Accounting Services
Our Client Accounting Services combine advanced technology with professional expertise to streamline financial operations. We provide real-time financial reporting, customized bookkeeping solutions, and strategic advisory support tailored to each client's unique needs. This service enables businesses to focus on growth while we handle day-to-day accounting functions with precision and efficiency.
Captive Insurance Consulting
Specialized captive insurance services address complex tax matters, regulatory compliance, and audit requirements. Our team guides clients through feasibility assessments, formation processes, and risk management strategies. With industry-leading expertise, we help organizations maximize tax benefits while maintaining strict adherence to regulatory standards and accounting best practices.
Business Valuations
Comprehensive business valuation services support mergers, acquisitions, and succession planning. We analyze financial metrics, market conditions, and operational performance to deliver accurate valuations. Our approach incorporates industry-specific factors and strategic considerations to inform critical business decisions with reliable data-driven insights.
Restaurant Accounting
Tailored accounting solutions for restaurants and hospitality businesses address inventory valuation, tax compliance, and operational efficiency. Our dedicated team serves establishments from independent venues to national chains, providing audits, tax planning, and growth consulting that meets the unique financial challenges of the food service industry.
Forensic Accounting
Forensic accounting services investigate financial discrepancies, fraud allegations, and regulatory compliance issues. We conduct thorough document analysis, asset tracing, and interviews to resolve complex financial disputes. Our experts provide litigation support and expert testimony backed by rigorous methodology and deep industry knowledge.
People
Bill Jarrard
Partner
Co-founder with extensive corporate financial management experience from Fortune 500 companies. Specializes in strategic business advisory and mergers & acquisitions.
Chris Nowell
Partner
Seasoned accounting professional offering expertise in tax compliance and business consulting. Focuses on delivering tailored financial solutions for diverse industries.
Will Russell
Partner
Captive insurance specialist with 30+ years of experience. Serves as President of the South Carolina Captive Insurance Association and leads complex audit engagements.
Pat Odom
Partner
Certified public accountant providing personalized tax and advisory services. Recognized for responsive client support and strategic financial planning expertise.
Questions
What industries does JNR Advisory specialize in?
We specialize in manufacturing, captive insurance, restaurants, nonprofits, general contracting, and professional service organizations across South Carolina.
Do you offer outsourced accounting services?
Yes, our Client Accounting Services provide scalable outsourced solutions with real-time financial reporting and strategic advisory support.
How experienced is your team with captive insurance?
Our team has decades of experience, including leadership roles in the South Carolina Captive Insurance Association and specialized audit expertise.
Can you assist with business valuations?
Yes, we offer comprehensive business valuation services for mergers, acquisitions, and succession planning using industry-specific analysis methods.
What locations do you serve?
We serve clients in Charleston, Columbia, the Midlands, and surrounding areas of South Carolina from our two office locations.
Reviews (6)
Tim Winkler
Feb 16, 2021
Report
Have worked with three different CPA's before landing at JNR. Hands down some of the best in the business.
Matt Coda
Jul 03, 2019
Report
I trust JNR with the accounting for my business. The value I get from them is not only saving money and hassle during tax season, but also as a trusted advisor when making financial decisions within my business and personal life. Highly recommended.
Christopher Lee
May 20, 2019
Report
Do not use Jarrard Nowell & Russell in Summerville to do your taxes. My dad is nearly 80 years old and they took advantage of him after losing my mother last year. He is a military veteran, has an easy short form taxes, and they charged him $575. He paid it because he didn't know any better. Unbelievable that despicable people take advantage of elderly and even worse to do it to people who served honorably for our country.
Sheila Boyle
Aug 25, 2018
Report
I have worked with Will Russell for nearly 10 years and have had nothing but the most professional service imaginable. Will and his staff provided me with wonderful support during the sale of my businesses in 2008. Most recently I have had the pleasure of working with Pat Odom. Pat's responsiveness and level of commitment to his clients is exemplary. His positive attitude and jovial spirit have assisted me with settling my late husband's estate as well as planning for the future. Pat has the keen ability to think outside the box and offer tax strategies I would have overlooked. Thank you JN&R for your exceptional service!
Ellen Davis
Jun 29, 2018
Report
We have worked with Chris Nowell and Pat Odom on both our personal and small business taxes for almost 10 years, including having their support in the sale of a portion of our consulting business. They are outstanding. Responsive, accurate, and provide meaningful and useful advice which is so important to a small business. We will continue using them in them future.
Taylor Rains
Jan 22, 2018
Report
I've been working with Jarrard Nowell & Russell for the past four years for both business and private accounting, and could not recommend them more highly. Pat Odom has been extremely helpful and is always willing to hop on a call to chat through any questions I might have. It's rare to find a company with such a high level of expertise that still maintains a strong personal connection with its clients, but Jarrard Nowell & Russell does just that.
