Empowering Businesses Overcome Financial Challenges with our
Integrated Bookkeeping Success Plan
Ensuring your business stays strong, grows, and leads in the marketplace!
why you need us
Understand Your Business's Financial Health
Each bookkeeping solution is uniquely customized, recognizing that no two businesses are the same—just as every company requires a distinct approach to success, even when similar strategies are applied.
Challenges
Managing the financial side of a business can be overwhelming. It’s easy to overlook inefficiencies or miss opportunities for growth when you're focused on daily operations. Without a clear understanding of where your money is going—or where it could be going—you might be unknowingly holding your business back.
Solution
We take a detailed look at your business’s financial operations to identify any issues and uncover areas for improvement. After our review, we provide you with a customized report that highlights problem areas and offers practical solutions to help you
move forward.
Results
With our help, you’ll gain a clear understanding of your financials, leaving you feeling confident and in control. You’ll notice improvements in how efficiently your business operates, more consistent cash flow, and a stronger foundation for future growth.
Optimize Your Business
Today is the perfect day to start building the business you've always dreamed of!
Let's discuss how my Open Book Diagnostics can take your business to new heights.
Quickbooks and GOOGLE TESTIMONIALS
What others are saying
Bookkeeper, Quickbooks, Tax Prep
February 13, 2017
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...see more
Consultant/Advisor/Auditor/Accountant
February 7, 2017
Jeanette is the Perfect person to learn Quickbooks from! She has a vast amount of knowledge and presents the info in a way that is easily absorbed! She also provides you with lessons that are very helpful. I highly recommend her to everyone needing help with Quickbooks!!
A True Expert
February 28, 2024
"Amazing! Jeanette blends a true expertise in QuickBooks technologies with business advocacy and insight. She has tips and guidance on both Quickbooks and business that took my company to the next level. Don't settle for a bookkeeper. Get more by working with Jeanette!"
Certified Expert
QuickBooks
Online
QuickBooks
Desktop
QuickBooks
Enterprise
QuickBooks
Online ADVANCED
QuickBooks
Payroll
QuickBooks
Desktop
QuickBooks
Enterprise
QuickBooks
Online (ADVANCED)
QuickBooks
Payroll
Success Driven, Without the Hassle
Over 30 years of experience working with Medical Practices.
With over 30+ years of experience working various industries we understand the nuances of running a business.
Understand the nuances of running a medical practice.
Efficiency Scaled to the Culture of the Company
Over 30 years of experience working with Medical Practices.
We focus on your specific goals and build your financial information to manage your business.
Understand the nuances of running a medical practice.
Meet the Owner
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.
90-Day Satisfaction Guarantee
If you're not satisfied with our services within 90 days, we'll refund half of your monthly service fees.
FOLLOW US
COMPANY
CUSTOMER CARE
LEGAL
Copyright 2024 | JD Management Advisory LLC | All Rights Reserved
https://storage.googleapis.com/msgsndr/TiFz1qNzfhfsf99u0Uql/media/66d1c9d713991875831623fc.png
https://storage.googleapis.com/msgsndr/TiFz1qNzfhfsf99u0Uql/media/6662cb921569129cd77a3c7a.jpeg