We help business owners regain control of their finances with tailored solutions that simplify bookkeeping and improve financial clarity.
Your business deserves a financial system that works. We organize your records, track expenses, and prepare monthly reports to keep your business on track.
Never miss a payment again! We set up automated bill pay solutions to keep your cash flow smooth and vendors happy.
Know your numbers and grow your business. We provide easy-to-understand reports and expert financial insights.
Be tax-ready before your accountant even asks. We help you organize everything for a seamless tax season.
📌 Client: A small marketing agency struggling with late payments and cash flow issues.
Problem:
The agency frequently missed bill payments due to disorganized finances, leading to costly late fees and strained vendor relationships.
Solution:
JAD implemented an automated bill-pay system, organized payment schedules, and set up reminders to ensure payments were made on time.
Results:
✅ Late fees were reduced by 90% within three months.
✅ Vendor relationships improved, leading to better payment terms.
✅ The business owner saved 5+ hours per month and focused more on client work.
“Before working with JAD, we were constantly getting hit with late fees and scrambling to keep up. Now, our bills are paid on time, and I have more time to focus on growing my agency!” — Marketing Agency Owner
📌 Client: A family-owned bakery looking to sell but struggling with disorganized financial records.
Problem:
Their bookkeeping was outdated, financial reports were messy, and potential buyers were hesitant due to unclear revenue tracking.
Solution:
JAD cleaned up their financial statements, created detailed balance sheets and profit/loss reports, and ensured all financials were clear and appealing to buyers.
Results:
✅ The bakery successfully sold for 15% more than originally expected due to polished financials.
✅ The business owner had fewer headaches during negotiations because everything was organized.
✅ The new owner was able to transition smoothly with clear financial records.
“We thought selling our business would be a nightmare, but JAD made it simple. The clean financials helped us get a better offer than we expected!” — Former Bakery Owner
📌 Client: A local construction contractor who was overpaying on taxes due to poor bookkeeping.
Problem:
The contractor’s financial records weren’t properly categorized, resulting in missed deductions and higher-than-necessary tax payments.
Solution:
JAD reviewed past financial statements, corrected expense categorizations, and prepared the books before sending them to the accountant.
Results:
✅ The contractor saved $12,500 in taxes in one year due to properly categorized deductions.
✅ Going forward, tax prep was faster and less stressful, with records in perfect order.
✅ They reinvested the tax savings into new equipment and marketing, leading to higher profits.
“I had no idea how much I was overpaying until JAD stepped in. Now, I have a clearer financial picture and more money in my pocket!” — Construction Business Owner
