Get Your Books Buyer-Ready or Back on Track.

Whether you’re selling, buying, or just need clean books—we’re here to help.

From monthly bookkeeping to M&A financial reviews, we specialize in organizing your numbers, uncovering red flags, and maximizing value.

“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.”

Messy Books? Missed Opportunities.

You didn’t start your business to spend hours chasing receipts, untangling bank feeds, or stressing through due diligence.

If you’ve…

Fallen behind on your bookkeeping
Wondered if your books are hurting your business value
Tried reviewing financials for a deal and felt lost

You’re not alone. Many of our clients came to us overwhelmed—until they found a better way.

We’re that better way.

We’re here to help you clean it up—and make smarter moves with confidence. Whether you’re selling, buying, or just catching up, we organize your numbers so nothing gets missed.

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

Tell Us Your Goal

Selling, buying, or catching up? We start with a quick consult to understand your needs.

Step 2

We Clean and Organize

From reconciliations to red flag reviews, we get your books in shape and ready for action.

Step 3

You Move Forward with Clarity

Get clean financials, confident decisions, and support every step of the way.

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, he has a knack for seeing the story behind the spreadsheets. He breaks down profit and loss scenarios, spots inefficiencies, and simplifies what others overcomplicate.

After buying, building, and selling several small businesses of his own, Dave started JAD Business Services to offer what he wished he had: a trusted financial partner who understands both the daily grind and the high-stakes world of buying and selling businesses.

At JAD, we don’t just “do the books”—we help you make sense of them. Whether you’re making day-to-day decisions, prepping for a sale, or reviewing a business before you buy, we deliver clear, actionable reporting tailored to your goals.

You’ll always know where your business stands—and how to move it forward, whether that means growing, selling, or avoiding costly mistakes.

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

Selling or Buying a Business? Let’s Make Sure the Numbers Work.

When it comes to selling or buying a small business, clean books aren’t just nice to have—they’re a deal-maker or breaker.

Our M&A Support Services Include:

Pre-Sale Book Cleanup
CPA-Ready Financials
Red Flag Analysis for Buyers
Due Diligence Financial Reviews
Revenue & Expense Verification

If you’re a seller, we’ll get your books in shape for potential buyers. If you’re a buyer, we’ll help you spot financial inconsistencies and make an informed decision.

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.

Buying or selling a business? Start with clean numbers.

Our M&A financial review helps you catch red flags, verify revenue, and prepare books that close deals.

*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.

Selling or Buying a Small Business? Know What to Look For.

We put together a comprehensive guide to help sellers prepare their books for sale and buyers assess financial risks. It’s the insider’s guide to maximizing value and minimizing surprises.

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.

The Ultimate Guide to Selling or Buying a Small Business

A practical guide to help sellers clean up their books and buyers spot financial risks—so deals go smoother and valuations go higher.

Get Your Books Buyer-Ready or Back on Track.

Whether you’re selling, buying, or just need clean books—we’re here to help.