Bookkeeping You Can Actually Keep Up With.

We help small businesses clean up their books, stay organized, and get crystal-clear financials.

Whether you’re behind, overwhelmed, or just tired of DIY-ing your books, our team can help you finally take control of your numbers—with zero judgment and no stress when it’s time to meet your CPA.

“We’re finally on top of our numbers and it feels amazing.”

“The JAD team saved us from a QuickBooks disaster.”

“They made everything make sense—finally.”

Bookkeeping Doesn’t Have to Feel This Hard

You didn’t start your business to spend hours chasing receipts, untangling bank feeds, or stressing every time your accountant emails you.
If you’ve…

Put off updating QuickBooks for months
Lost sleep trying to “figure it all out” on your own
Paid for reports you don’t even understand
Wondered if your books are secretly a mess…

You’re not alone. Many of our clients felt the same way—until they found a better way.

We’re that better way.

We take over the messy stuff, clean it up, and keep it clean. You stay in control, but you don’t have to do it all. Just ask our clients—clean books can change everything.

Case Studies

Behind 18 Months

"A client came to us with no reconciliations for 1.5 years. We cleaned it up in under 3 weeks and gave them reports they could finally understand. Their CPA called it the ‘cleanest comeback’ they’d ever seen."

Growing Business, No Time

"A 6-figure online store owner was spending 10+ hours/month on books. We took over, cleaned up their QuickBooks, and now send them a one-page report every month. They haven’t opened a spreadsheet in 6 months."

Prepping for a Sale

"We helped a business owner organize 2 years of books before selling their company. The buyer’s due diligence went off without a hitch, and they credited the clean financials as a big reason they said yes."

How it works

Step 1

Discovery Call

We start with a quick call to understand your business, systems, and where things stand.

Step 2

Cleanup & Setup

We get your books in order—whether it’s a mess or a fresh start—and optimize your QuickBooks.

Step 3

Ongoing Clarity

Each month, we deliver clean reports, reconciliations, and peace of mind.

About JAD Business Services

JAD stands for Just Ask Dave—because when it comes to small business finances, Dave is the person you want on your side. With a lifelong passion for business and numbers, Dave has a knack for seeing the story behind the spreadsheets. He instinctively breaks down profit and loss scenarios, spots inefficiencies, and simplifies what others overcomplicate. After successfully bullding and selling several small businesses of his own, Dave founded JAD Business Services to offer other entrepreneurs what he wished he had: a trusted financial partner who understands the real-world challenges of running a business. At JAD, we don’t just “do the books —we help you understand them. Whether you’re looking to make smarter day-to-day decisions, prepare for a meeting with your banker, or get your company ready for sale, we deliver clear, actionable reporting tailored to your goals. You’ll always know where your business stands—and how to move it forward.

Our Services

While we’re not a CPA firm, we work closely with trusted tax professionals and can help you prepare for successful meetings with them.

Monthly & Catch-Up Bookkeeping
Bank & Credit Card Reconciliations
Clean, Understandable Reports
QuickBooks Setup, Cleanup, and Training
CPA-Ready Financial Organization
M&A-Ready Bookkeeping Support
1099 Setup and filing

Why choose JAD?

Certified QuickBooks ProAdvisors

Decades of combined experience

Focused entirely on bookkeeping

Collaborative, reliable, and easy to work with

Our packages

$ 300

/month*

Monthly bookkeeping for businesses with up to 100 transactions.
Bank and credit card reconciliations.
Basic financial reports.

$ 500

/month*

All features in the Basic Package.
Support for up to 200 transactions.
Accounts payable and receivable management.
Monthly Financial Review.

$ 1000

/month*

All features in the Basic Package.
Comprehensive bookkeeping for businesses with over 300 transactions.
Advanced financial reporting and analysis.
Payroll processing.

Catch-Up & Cleanup

Starting at $75/hour of backlog

Behind on your books? We’ll sort it out and get you back in control.

“My QuickBooks file was a mess—JAD cleaned it up, and now I finally understand my numbers.”

Ted A.

Need Something Custom?

Not sure which plan fits? We’ll build one that does.

*Every business is unique, and so are its bookkeeping needs. The packages listed above are examples of pricing to help you understand what’s possible-your actual cost may vary.

Let’s connect for a quick, no-pressure, 30-minute meeting to learn more about your business and design a cost-effective bookkeeping plan tailored just for you.

Still Confused by QuickBooks? Start Here.

We put together a cheat sheet to help you avoid the most common mistakes and set your QuickBooks up for success.

Testimonials

“Working with Dave was one of the best decisions I’ve made.”
As the owner of a recruitment agency, I was spending way too many hours trying to reconcile my books instead of growing my business. My QuickBooks file was a mess, and I didn’t even know where to start. Dave and the JAD team jumped in, cleaned everything up, and got my books back on track. Now, the reports I get are clear, actionable, and help me make smarter business decisions. Best of all, I’ve got my time back to focus on growth.

“I don’t know if I’d still be in business if it wasn’t for Dave and his team.”
When I started my business, I had no idea how messy things had gotten—my personal and business expenses were all mixed together, I couldn’t figure out what to give my accountant, and I didn’t even know if I was truly making money. On top of that, unpaid receivables were draining my cash flow. JAD stepped in, brought structure to the chaos, and helped me understand exactly where I stand financially. Now I can breathe again—and actually enjoy running my business.

Book your Free 30-min Consultation

A short introduction to the workshop instructors and why their background should inspire potential student’s confidence.

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A short introduction to the workshop instructors and why their background should inspire potential student’s confidence.

Bookkeeping You Can Actually Keep Up With.

We help small businesses clean up their books, stay organized, and get crystal-clear financials.