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Practice Areas



We have the staff and experience to help you grow your business.


JRD & Associates can set up the bookkeeping for  a new business, clean up an existing company or continue the bookkeeping that you already have in place.


Your bookkeeping and tax accounts  will be in great shape through the implementation of accurate and sound business accounting processes that we provide.


We set up the bookkeeping systems and reporting tailored to your business style to enable you to make the best financial decisions for your company.


Our services are customized to your specific needs.


Whether you want basic bookkeeping services or you prefer complicated financial work, we have the solutions for you.

Tax Preparation


We are great at tax preparation.  Business and personal  income tax returns, IRS issues, payroll tax, sales tax, etc.

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 in a timely manner.

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.



We provide a full service solution to all your payroll needs.

Our list of services include digital paycheck stubs, Direct Deposit, E-Filing of Payroll Taxes and Payroll Tax Returns and employee benefits management.


Your employees can view their weekly paystubs and annual W-2's through our secure online website. Your employees no longer need to go to you or your staff to get paystubs when they apply for loans.


Our systems integrate and download directly to Turbo Tax software. This provides a seemless solution for your employees to prepare their annual tax returns.

This cuts down on the time and money it costs you to provide paperwork to your employees throughout the year.


Keeping your employees happy and saving you time and money is our priority.


Business Entity Selection


The type of business entity you choose to operate under makes a big difference.

Each type of entity has particular Legal and/or Tax protections that go with it.


We assist you in deciding what is most important to you and the health of your business. Whether your priority is Legal protection, Tax protection or both.


Will you have partners or be seeking investors? 

By getting to know you and your company, we can recommend the right entity for your business.

We file your entity selection paperwork with the appropriate federal and state authorities to get you set up and working as quickly as possible.


We also provide assistance in setting goals for your business to compliment and support your personal life.

JRD and Associates puts real-time solutions in place so that you can take your company to the next level.

 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

  • Profitability Improvement

  • Business and Personal Goal Meshing


Business Entity Selection

  • Assistance in deciding which business entity is right for you. (C-Corp, S-Corp, Partnership, Disregarded Entity, Sole Proprietor)

  • Filing of entity selection paperwork with Federal and State entities

Tax Preparation

  • Sales Tax Tracking and Returns

  • Payroll Tax Returns

  • Income Tax Returns

  • 1099 Vendor Reporting

  • Customized Returns

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