Practice Areas

Business Consulting



The JRD & Associates Team is great at assisting business owners on their path to success. We can help you find solutions to all areas of your business.


We assist you in implementing new systems that work efficiently in all areas of your business (Marketing, Production, Front Office, etc.)


We also work to help you set goals for your personal and business lives that compliment and support each other.


No matter the difficulty you are facing, we assist you in putting real-time solutions in place so that you can take your company to the next level of success.


We love helping you solve the issues that you face each and every day.




We have the staff and experience to help you grow your business. JRD & Associates can help you set up a new business or cleanup an existing company. We get your bookkeeping and tax accounts in great shape through the implementation of accurate and sound business processes.


We set up the bookkeeping systems and reports you need to make the best financial decisions for your company.


Our services are tailored to your needs. Whether you need basic bookkeeping services or you need complicated financial work, we are the solution to your bookkeeping needs.




We provide a full-service solution to all your payroll needs. We can manage as little as the tax tracking and as in-depth as the entire Human Resources Department.


We provide digital paycheck stubs, Direct Deposit, E-Filing of Payroll Taxes and Payroll Tax Returns. We also provide a secure site for all of your employees to view their weekly paystubs and annual W-2's. This cuts down on the time and money it costs you to provide paperwork to your employees throughout the year.


We also manage employee benefits and reporting. We love helping you to keep your employees happy.


Cash Management



Managing, Safeguarding and Tracking the cash in your business is essential. Whether you run a small side business or a large manufacturing facility, keeping tabs on your cash can make the difference between success an failure.


We can help you to understand your cash flow and how it can make your company stronger.

Contract CFO



We provide contract Chief Financial Officer Services. When the financial end of the business is getting you bogged down and doesn't let you get back to what you love. Let us do what we know best and help you do what you know best.


We are great at putting your front office systems in place and managing your office personnel so you don't have to. We report directly to you and follow through with the goals that you have set for your company.


We offer more than we can state here. If you need help, give us a call so we can show you how our customized services will benefit you.

Tax Preparation



We are great at tax preparation. Whether it is for your payroll, sales tax or income taxes, we know how to get it done.


We provide accurate, timely tax reporting so you don't need to worry about costly penalties and interest.


If you have your own CPA / Tax preparer, no problem. We work seamlessly with your tax personnel to get the job done on time.

List of Services




Accounts Receivable

  • Customer Setup

  • Customer Invoicing

  • Customer Payment Receipts

  • Accounts Receivable Management

  • Collections


Accounts Payable

  • Vendor Setup

  • Issue and Track Purchase Orders

  • Enter and Pay Vendor Bills

  • Track Credit Card Expenses and Receipts



  • Employee Setup

  • Full Service Payroll

  • Direct Deposit

  • EFiling

  • Payroll Tax Payments

  • Payroll Tax Returns

  • Integration with other providers

  • W-2's



  • Inventory Setup

  • Inventory Entry

  • Cost / Pricing Management

  • Job-Costing

  • Integration with Third-Party Applications



  • Write Checks

  • Record all Bank & Credit Card Transactions

  • Reconcile Petty Cash Accounts

  • Reconcile Bank Statements

  • Reconcile all Credit Card and Loan Statements


Fixed Asset Tracking

  • Enter and Track all fixed assets


Financial Reporting & Analysis

  • Monthly Financials

  • Investor, Shareholder and Regulatory Agency Reports

  • Budgeting & Forecasts

  • Customized Reporting


Business Consulting

  • Implement Systems in all areas of the business (Production, Office, Sales...)

  • Improve Profitability

  • Personal and Business Goal Meshing

  • Problem Solving

  • Personnel Training Programs


Tax Preparation

  • Sales Tax Tracking and Returns

  • Payroll Tax Returns

  • Income Tax Returns

  • 1099 Vendor Reporting

  • Customized Returns