McConnell Jones provides audit, tax, accounting and consulting services for PE firms and their portfolio companies, delivered by seasoned professionals who bring a hands-on service model. One thing we’ve learned in more than 30 years’ experience is that clients don’t like surprises, like missed deadlines or cost overages. That’s why McConnell Jones offers what we consider to be a unique way of working that simplifies the audit process and reduces disruption to the normal course of client business.

The Advantages of Using MJ:

  • Extensive experience with mid-sized PE firms and their portfolio companies
  • Favorable rates for engagements that include multiple services or multiple PE portfolio companies
  • More consistent reporting and compliance across your portfolio
  • Full life cycle services from early stage to pre-IPO

Our Services:


  • Fund assurance services
  • Portfolio assurance services
  • Employee Benefit Plan audits
  • Opening balance sheet audits
  • Business combination analysis and assistance
  • Audit of target companies


  • Fund and portfolio tax compliance
  • Fund and portfolio tax planning
  • K-1 preparation

Back Office Accounting and HR:

  • Preparation of monthly financial statements
  • Bank reconciliation
  • Bill paying
  • Payroll management and reporting

Consulting (for non-assurance clients)

  • Business process improvement
  • IT due diligence
  • Infrastructure design and implementation
  • Enterprise resource planning (ERP)
  • Cybersecurity and privacy services
  • SOC readiness
  • Sarbanes-Oxley advisory
  • Internal audit

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Consistent and accurate reporting.

Audit, Tax, and Accounting Services at the fund and portfolio company level; Process improvement for better efficiency.


Tené Thomas


Bon vivant. Fashionista. Rock Star mom.

Odysseus Lanier

Founding Partner, Management Advisory/Consulting Practice Leader

Youth Mentor. Aspiring Grillmaster. Supportive Athletic Dad.

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.