Lifting Your Business Higher with
Custom Accounting Services
How We Help You See What’s Ahead
JRD Financials has all the tools small business owners need as their businesses grow and change direction. We smoothly manage their accounting and financial needs. We provide personal, tailored, friendly, and dependable financial guidance to each of our clients.
We pride ourselves on preparing very detailed financials and informational reports (not just a balance sheet & income statements) peer benchmarks, charts, graphs, financial KPIs & even non financial industry specific KPIs. We have no limits on questions & meetings and we maintain monthly meetings so the owner of the business can feel more comfortable with their own numbers. Jen has a knack for explaining complex information to those whose background doesn’t include accounting.
Call us or contact us for an initial consultation today.
A Full Program Of Services
Accounting
Full services means more than just bookkeeping, our accounting services include reconciliation of all accounts including bank, inventory, credit card, receivables, payables, sales, COGs, and expenses.
Financial Reporting
Comprehensive, easy-to-understand financial statements, trends, charts, and recommendations make for confident, goal-oriented planning.
Benchmarking
Assisting small businesses in analyzing key metrics against industry & peer benchmarks. JRD Financials helps with strategic, informed decision-making that drive growth and success.
Forecasting & Budgeting
JRD Financials provides all the tools for success. We create, report, and monitor systems to keep clients on budget and forecast growth-slowing obstacles.
Strategic Planning
Planning for the future involves consideration of a myriad of key variables. JRD Financials can assist in overcoming financial hurdles, achieving growth, optimizing strategic planning, and implement systems.
