SOLUTIONS
Optimize your
Business Today
01
Streamlined Financial Systems
We map and refine your financial workflows so your systems—accounting, invoicing, and payments—stay aligned and accurate. The result: fewer bottlenecks, faster month-end, and smoother handoffs across your team.
02
Clear, Accurate Financial Documentation
Standardized support, timely financial tracking, and audit-ready records. You make decisions based on what actually cleared—not assumptions.
03
Collaborative, Transparent Communication
One place for updates, shared checklists, predictable cadence. You always know status, next steps, and who’s accountable.
04
Results-Driven Strategy
KPIs, cash-flow visibility, and prioritized fixes. Action focused on raising revenue, cutting waste, and protecting margins.
05
You Focus on What You Do Best
Keep your attention on your core work and growth; we handle the financial operations.
SERVICES
Optimize your
Business Today
01
Streamlined Financial Systems
We map and refine your financial workflows so your systems—accounting, invoicing, and payments—stay aligned and accurate. The result: fewer bottlenecks, faster month-end, and smoother handoffs across your team.
02
Clear, Accurate Financial Documentation
Standardized support, timely financial tracking, and audit-ready records. You make decisions based on what actually cleared—not assumptions.
03
Collaborative, Transparent Communication
One place for updates, shared checklists, predictable cadence. You always know status, next steps, and who’s accountable.
04
Results-Driven Strategy
KPIs, cash-flow visibility, and prioritized fixes. Action focused on raising revenue, cutting waste, and protecting margins.
05
You Focus on What You Do Best
Keep your attention on your core work and growth; we handle the financial operations.
Streamline your Finances with Expert Bookkeeping
We help you tell your financial story with flair, so together we can help your practice thrive with confidence.
ABOUT
All about
JD Management Advisory
Jeanette Delgado
Certified Public Bookkeeper | Intuit® Certified QuickBooks™ ProAdvisor
Jeanette C. Delgado, CPB, founded JD Management Advisory, LLC, leveraging over 30 years of experience to support small to mid-sized organizations. Specializing in bookkeeping services, Jeanette focuses on improving financial reporting systems, reducing turnaround times, and enhancing client confidence. JD Management Advisory empowers medical practices with precise financial data and analysis, helping them make informed decisions that boost efficiency and growth.
Jeanette holds a Business degree from the University of Maryland, is a Certified Public Bookkeeper (CPB), an Intuit® Certified QuickBooks™ ProAdvisor, and has a master's certificate in Brand Identity and Web Design from Sessions College. With over 15 years as a healthcare operations consultant, she is uniquely equipped to help private medical practices streamline financial operations and improve compliance.
Her mission is to empower medical practices to thrive by providing personalized financial solutions that enable them to focus on strategic growth and patient care. Outside of work, Jeanette enjoys spending time with her husband and cat, and loves stand-up comedy for relaxation.
ABOUT
All about
JD Management Advisory
Jeanette Delgado
Certified Public Bookkeeper | Intuit® Certified QuickBooks™ ProAdvisor
Jeanette C. Delgado, CPB, founded JD Management Advisory, LLC, leveraging over 30 years of experience to support small to mid-sized organizations. Specializing in bookkeeping services, Jeanette focuses on improving financial reporting systems, reducing turnaround times, and enhancing client confidence. JD Management Advisory empowers medical practices with precise financial data and analysis, helping them make informed decisions that boost efficiency and growth.
Jeanette holds a Business degree from the University of Maryland, is a Certified Public Bookkeeper (CPB), an Intuit® Certified QuickBooks™ ProAdvisor, and has a master's certificate in Brand Identity and Web Design from Sessions College. With over 15 years as a healthcare operations consultant, she is uniquely equipped to help private medical practices streamline financial operations and improve compliance.
Her mission is to empower medical practices to thrive by providing personalized financial solutions that enable them to focus on strategic growth and patient care. Outside of work, Jeanette enjoys spending time with her husband and cat, and loves stand-up comedy for relaxation.
APPROACH
Our goal is to protect what you care about most
JD Management Advisory brings a specialized experience in healthcare to support independent medical practices. That same expertise translates seamlessly to small businesses across other industries. We align your systems and reconcile every dollar so financials are clean, accurate, and decision-ready. We surface revenue leaks, simplify workflows, and deliver clear reporting with a practical cash-flow view. No medical billing or tax prep—just rigorous bookkeeping that protects your time, cash, and independence.
APPROACH
Our goal is to protect what you care about most
JD Management Advisory brings a specialized experience in healthcare to support independent medical practices. That same expertise translates seamlessly to small businesses across other industries. We align your systems and reconcile every dollar so financials are clean, accurate, and decision-ready. We surface revenue leaks, simplify workflows, and deliver clear reporting with a practical cash-flow view. No medical billing or tax prep—just rigorous bookkeeping that protects your time, cash, and independence.
BENEFITS
Gain Clarity on Your
Financial Standing
Challenges
Managing the financial side of a business can feel overwhelming. When you’re focused on running day-to-day operations, it’s easy to miss inefficiencies or overlook growth opportunities. Without clear, accurate financials, decisions get delayed—and that can hold your business back.
Solution
We take a close look at your business’s financial operations to uncover issues and identify opportunities for improvement. After our review, you’ll receive a clear, customized report that highlights problem areas and outlines practical steps to move forward with confidence.
Results
With our support, you’ll gain a clear view of your financials—building confidence and control in your business decisions. You’ll see smoother operations, steadier cash flow, and a stronger foundation for long-term growth.
BENEFITS
Gain Clarity
on Your
Financial Standing
Challenges
Managing the financial side of a business can feel overwhelming. When you’re focused on running day-to-day operations, it’s easy to miss inefficiencies or overlook growth opportunities. Without clear, accurate financials, decisions get
delayed—and that can
hold your business back.
Solution
We take a close look at your business’s financial operations to uncover issues and identify opportunities for improvement. After our review, you’ll receive a clear, customized report that highlights problem areas and outlines practical steps to move forward with confidence.
Results
With our support, you’ll gain a clear view of your financials—building confidence and control in your business decisions. You’ll see smoother operations, steadier cash flow, and a stronger foundation for long-term growth.
FEEDBACK
What our Clients Say About Us
Jeanette was the key consultant, advisor, auditor and accountant for a surgical and boutique practice where I was the practice administrator. Our situation was unique, as we had the medical side (insurance) of the practice and the boutique (cash) business. Jeanette accomplished exceptional results thru accurate accounting, balanced/stable budgeting and a successful integration of complex financial accounts within this medical practice.
- Cosmetic Practice Administrator
Jeanette has been an outstanding Bookkeeper for me and my father's internal medicine practice for years. She has an exceptional work ethic and an amazing attention to detail. She also works very closely and effectively with our Accountant. Jeanette is a definite asset to our Practice.
- Physician Owner
Not only did Jeanette do an outstanding job bookkeeping/advising MY consulting company over a period of years, but I have also seen her quite literally transform past clients of mine through her TRUE expertise in QuickBooks. Beyond that, her business acumen and advisory is on a whole other level from competitors in her field. Last but not least, Jeanette's ability to deliver the kind truth to help companies reach their goals is unparalleled.
- Business Owner
FEEDBACK
What our Clients Say About Us
Jeanette was the key consultant, advisor, auditor and accountant for a surgical and boutique practice where I was the practice administrator. Our situation was unique, as we had the medical side (insurance) of the practice and the boutique (cash) business. Jeanette accomplished exceptional results thru accurate accounting, balanced/stable budgeting and a successful integration of complex financial accounts within this medical practice.
- Cosmetic Practice Administrator
Jeanette has been an outstanding Bookkeeper for me and my father's internal medicine practice for years. She has an exceptional work ethic and an amazing attention to detail. She also works very closely and effectively with our Accountant. Jeanette is a definite asset to our Practice.
- Physician Owner
Not only did Jeanette do an outstanding job bookkeeping/advising MY consulting company over a period of years, but I have also seen her quite literally transform past clients of mine through her TRUE expertise in QuickBooks. Beyond that, her business acumen and advisory is on a whole other level from competitors in her field. Last but not least, Jeanette's ability to deliver the kind truth to help companies reach their goals is unparalleled.
- Business Owner
FAQ
You're probably
wondering...
Frequently asked questions
Can we
help?
Streamline your Finances with Expert Bookkeeping
We help you tell your financial story with flair, so together we can help your practice thrive with confidence.