Helping You Breathe – Organizing Your Finances, So You Can Run Your Business
Problem:
“Managing finances takes time away from running your business. Small business owners often struggle with keeping their books organized, tracking expenses, and understanding their cash flow. This leads to stress, errors, and missed financial opportunities.”
Solution:
“JAD takes bookkeeping off your plate. We handle transaction tracking, expense categorization, financial statements, and cash flow management—so you always know where your business stands.”
Benefits:
✅ More time for your business – Focus on growth instead of paperwork.
✅ Clear financial insights – Understand your cash flow, profits, and expenses with easy-to-read reports.
✅ Fewer errors, more accuracy – Organized books reduce financial mistakes and make tax prep easier.
✅ Prepared for growth or sale – If you need a loan or plan to sell, we ensure your financials look their best.
Schedule a consultation today!
Problem:
“Late payments, forgotten invoices, and cash flow uncertainty can create unnecessary stress for business owners. Missing due dates leads to late fees, strained vendor relationships, and wasted money. Managing bills manually is time-consuming and prone to errors.”
Solution:
“JAD sets up a streamlined bill management system to ensure your payments are automated, organized, and made on time. We track due dates, schedule payments, and optimize cash flow so you never worry about missing a bill again.”
Benefits:
✅ No more late fees – Automated payments ensure you never miss a due date.
✅ Better vendor relationships – Pay on time and maintain trust with suppliers.
✅ Improved cash flow – Know exactly when payments are due to avoid financial surprises.
✅ Less time spent on bills – Free up hours each month by letting us manage the process.
Schedule a consultation today.
Problem:
“Many business owners operate without a clear understanding of their financial health. Without accurate monthly reports, it’s difficult to track profits, identify unnecessary expenses, or spot cash flow issues before they become major problems. This can lead to financial surprises, missed opportunities, and poor decision-making.”
Solution:
“JAD provides detailed, easy-to-understand monthly financial reports that give you a clear picture of your business’s performance. We analyze trends, flag potential concerns, and provide insights to help you make informed decisions about growth, spending, and profitability.”
Benefits:
✅ Clarity & Control – Know exactly where your business stands financially every month.
✅ Identify Problem Areas Early – Catch cash flow issues and unnecessary expenses before they impact your bottom line.
✅ Make Smarter Decisions – Use real data to guide hiring, investments, and financial planning.
✅ Stay Ready for Growth – Well-maintained reports make applying for loans or attracting investors much easier.
schedule a consultation today!”
Problem:
“Selling a business or applying for a loan requires clean, organized financials. Many business owners struggle with outdated records, unclear profit margins, and financial statements that don’t showcase the true value of their
Problem: “Tax season is stressful and time-consuming for many business owners.”
Solution: “Our comprehensive tax preparation services ensure your financials are accurate and ready for filing.”
Benefits: “Reduce stress, save time, and potentially lower your tax liability with our expert assistance.”
Hi, I’m Dave, and I’ve been helping business owners like you get their finances in order for years. I understand that bookkeeping isn’t why you started your business—but it’s what I do best. My mission is to eliminate financial confusion so you can focus on growing your business with confidence.
Are you ready to maximize your tax refund? Fill out my intake form to get started and schedule your free consultation!