Pick the one you need! With a full range of all possible insurance services imaginable, we’re offering you what thousands of our clients have already praised! Since our founding days we’ve transformed from a small insurance office covering just 1 county in the state of Utah to a vast, US-wide company.

Operations and Process Management




Owning and operating your own business is never an easy endeavor. When planning your operations, you have to consider so many factors: the economy, competition, resources, profits, losses and much more. It is no surprise, then, that many business owners struggle to thrive. According to the Small Business Administration, half of all small businesses fail within their first five years and two-thirds close their doors within a decade. At Jones Capital Management, we want to help your business become a success, not a statistic. That’s why we offer a wide range of services in the areas of operations and process management.


What exactly is a process management system and how can it help your business?


A Process Management System (PMS) should be a key part of your business management. Having this system in place allows you to plan and monitor the performance of various activities in a business environment with maximum efficiency. A well-composed process serves as the lifeline for your business. It streamlines individual activities while maximizing the use of your resources.


We can break down a PMS into three components:


Process creation

Operations management

Office communications


Phase 1) Process Creation


Jones Capital Management believes the only way to truly achieve your goals for your company is to lay have the right plan. Think of this first step as the blueprint for your company. It consists of a series of steps, performed by either the owner or a group of stakeholders to achieve a concrete goal. Once created, this process will outline any interconnected tasks. Then it will show that, once these tasks are completed, your company’s products or services will yield positive results.


The key components of a successful process


  1. Define the end goal or goals
  2. Plan the steps to get to that goal
  3. Map out the process
  4. Designate the tasks involved
  5. Test your theory
  6. Implementation
  7. Monitor results


If the process succeeds, replicate it. If it fails, start again.


Process Management


There are three different types of processes that can help, depending on your business:


Operational – These deliver direct value to consumers that are used to produce goods or render services.

Support – They back up operational processes.

Management – These mainly are concerned with overseeing and monitoring operational procedures.


What makes an effective business process?


  • It has to be finite.
  • It has to be repeatable.
  • It has to be flexible.
  • It has to create value.


Finding the perfect way to achieve those four steps is where many business owners struggle.


Get Your Team Up To Speed


A process will not work if your employees do not understand how it impacts them, or what they need to do. Even if you created your own process but need help with implementation, our services can assist you.


We can assist with employee handbooks, as well as new hire paperwork. This may mean helping you compose these materials, or producing them from scratch.


We also provide office communication services, helping ensure everyone on your team is on the same page. These services could be internal, to be used solely by your employees, or as a means of contact between your company and its shareholders; or external, such as communicating with customers, suppliers or any other outside entity including the government.


Operations and Process Management Services


At Jones Capital Management, our goal is to help your business reach its goals. Schedule a consultation today online or by calling (423) 765-9255. We offer our services to businesses and organizations in the areas of the Tri-Cities, Knoxville, and Chattanooga, TN, as well as Louisville, KY.







The bottom line of any business is to sell a product or service. Without a sound marketing strategy, however, your business never will maximize its success. Marketing is ultimately what drives sales, no matter what you have to offer your customers. Now it’s time to ask yourself, are you doing everything you can to market your business or organization? Could your marketing strategy be improved? Whether you need a brand-new marketing strategy or you are seeking ways to raise awareness for your brand, Jones Capital Management can help.


Jones Capital Management has a variety of marketing strategies that can help take your business to the next level. We even offer marketing analytics to see if you are tapping properly into your target market. Our marketing services can help you take advantage of the best and most modern marketing logistics and studies. We can help with a wide array of marketing strategies. Some types of marketing we can help with include:


  • Social Media
  • Online
  • Websites
  • Print
  • Mailers


Internet Marketing


More and more of our society is being driven by what happens online. Jones Capital Management can help you understand marketing through social media, your website, and online content such a a blog or videos. Sure, you have a Facebook for your business but are you utilizing Facebook ads and keeping track of the reach of your posts? You can target by demographics such as interest, age, relationship status, geographic location and keywords. Today, there are highly successful businesses that built themselves solely through social media. However, if you don’t know what you’re doing or social media has intimidated you into ignoring it, a poor presence on social can be detrimental.


Your online presence should extend past social media, however. A sleek, optimized website can make a rapid change in the fortunes of your business. To have the best website possible, you need to have an understanding of how search engines work, how to utilize search engine optimization, and what not to do on your website. It can seem daunting, but Jones Capital Management can help you navigate these complexities. With our help, you can be confident that your marketing strategy will provide content that is insightful, engaging, unique and show the value of your business or organization.


Print Media


In a world where everyone has their face in a phone, tablet, or laptop it is easy to believe you don’t need print media. Wrong! Printed media such as posters, leaflets, and mailers can help you reach your target audience at a significantly quicker rate. Certain small businesses with a strong local reach can rely almost solely on print marketing as their most effective form of marketing. Print media creates a local brand your desired clients can recognize. It’s an important part of any effective on-the-ground marketing campaign. If you want to reach people on the streets, or target specific demographics (perhaps people who go to a certain type of restaurant or shop), then research has shown print media can be more successful than digital methods.


Marketing Consultation Services


Marketing is complex and always changing. Your marketing strategy can make or break your business. Trust the pros at Jones Capital Management. We can help. Schedule a consultation online or call us at (423) 765-9255, so we can improve your business with our marketing services today. We offer our services to clients in the areas of the Tri-Cities, Knoxville, and Chattanooga, TN, as well as Louisville, KY.





Jones Capital Management offers financial services that are customized to meet the unique needs of your business or organization. We offer certified accounting or tax services that include planning, preparation, and trust services.


Accounting and You


Running your own company is a huge task. Managing every aspect of your finances, including taxes, can be overwhelming. Few business owners would say they actually enjoy doing their taxes. Tax issues can be complicated regardless of the size of your business, from payroll taxes to sales tax, property tax, audits, IRS examinations, and more. Your organization or business needs financial maintenance. That’s where Jones Capital Management can provide its knowledge, expertise, and experience.


Our Financial Services


The financial professionals at Jones Capital Management can take the burden of managing your company’s accounting and taxes. We offer a broad spectrum of financial and accounting services. Our financial services include, but are not limited to, any of the following:


  • Tax Services (Personal, Corporate, Partnerships, and more)
  • Outsourced CFO Services
  • Accounting
  • Bookkeeping
  • Tax Planning
  • Comprehensive financial statements
  • Financial analysis
  • Budgeting
  • Forecasting
  • Financing
  • Strategic planning
  • Mergers and acquisitions
  • Payroll


Why Use Financial Service Assistance?


Maybe you want to have someone handle all the financial management of your company. Perhaps you just need someone to help with your tax preparation or need a full-service accountant. You may just need some financial planning and guidance. No matter your needs, working with a financial professional comes with certain advantages.


Peace of Mind: Running a business is stressful but you can rest easy knowing that your accounting and tax needs are in order. We will keep track of deadlines and forms for you.


Additional Support: While we work on your financial needs, we are just one phone call away if you have questions or other issues that arise.


Communication: We provide you with all the critical information you need, using your financial statements to compose business reports on request. Our staff is well-versed in Quickbooks, which can generate reports that show a clear financial picture for your business, can help secure loans, support business decisions, monitor results, and show the progress of your business over time.


Financial Services For Your Business

Jones Capital Management has a variety of financial services that can fit any business or organization, including yours. To find out more, contact us online or call (423) 765-9255. We offer our accounting services to clients in the areas of the Tri-Cities, Knoxville, and Chattanooga in TN, as well as Louisville, KY.


Human Resources


When it comes to making your business or organization the best it can be, you have to find the right people. That’s why Jones Capital Management provides a wide array of human resources services.


How does your HR policy impact your business?


Human resources involve so many moving parts—from staffing to training and maintaining the people on your team. For many business owners or organization leaders, this can be the most difficult aspect of their job. Jones Capital Management can take the burden off of your shoulders and streamline your HR needs with any combination of the following services:


  • Hiring
  • Interviewing
  • Recruiting
  • Onboarding
  • Payroll


Jones Capital Management can guide you through every aspect of the HR process. First, we can identify any issues currently facing your business or organization. Next, we oversee recruiting, helping you hire the ideal candidates to fit your company’s needs. When it comes to preparing these new team members, Jones Capital  Management can show you the best training methods to keep your recent staff safely and happily employed. Not only can we help you find and train the best employees… we can help you keep them.


No HR process is perfect. We all have hired a less-than-ideal candidate on occasion. However, our processes and procedures reduce the likelihood of a bad personnel decision.


Human Relations Consultation


Maybe your organization or business already has a Human Resources department, but it’s not functioning at its best. Jones Capital Management provides our services and advice to clients who have existing HR services but may benefit from our consultation. Through the years we have assisted organizations that had poorly functioning in-house human resource departments. Put our expertise to work for you as knowledgeable HR professionals.


Choosing Jones Capital Management for Your HR Needs


Jones Capital Management has an experienced certified staff that understand how important HR can be, as well as how it can be frustrating. We offer high-quality, cost-effective assistance that will allow you peace of mind when it comes to managing your personnel. We use our expertise to craft a strategic approach tailored to the unique needs of your business or organization to help you find, hire, and retain the top talent to join your team. Working alongside you and your management team, we create a streamlined process that can guide you through every aspect of human relations.


Let us help take your team to the next level. If your business is located in or near the areas of Tri-Cities, Knoxville, or Chattanooga, TN, or Louisville, KY, then Jones Capital Management is the right choice for you. Contact us online or by phone at (423) 765-9255 to learn more about our services.