From monthly bookkeeping to M&A financial reviews, we specialize in organizing your numbers, uncovering red flags, and maximizing value.
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 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.
Selling, buying, or catching up? We start with a quick consult to understand your needs.
From reconciliations to red flag reviews, we get your books in shape and ready for action.
Get clean financials, confident decisions, and support every step of the way.
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.
While we’re not a CPA firm, we work closely with trusted tax professionals and can help you prepare for successful meetings with them.
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:
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.
Starting at $75/hour of backlog
Behind on your books? We’ll sort it out and get you back in control.
*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.
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.
A short introduction to the workshop instructors and why their background should inspire potential student’s confidence.
A practical guide to help sellers clean up their books and buyers spot financial risks—so deals go smoother and valuations go higher.
Our team will help you finally take control of your numbers—with zero judgment and no stress when it’s time to meet your CPA.