Taking You to the Next Level

Relationships Matter
We partner with our clients. There are accounting firms that process work and those that work with their clients. The only way to effectively support a client is to help their organization with more than just compliance reporting needs. The true value a CPA provides comes from the innovation and creative advisory insight they can offer as they get to know you and your business.

Goal Oriented
Your JGD team is not driven just by deadlines, but by plans they set up to help each client create and achieve their goals. With each client we typically set short-term objectives and long term targets and then meet with them regularly to measure results and modify strategy as needed.

Risk Managers
You should expect more from your CPA than just compliance support. JGD & Associates will help you assess and manage risk, which is often an overlooked function. Risk is a part of every organization, but it needs to be understood and controlled. As your auditor we go beyond basic compliance to help assess and manage your risk.


Trusted Advisors That Make a Difference!

Core Support
JGD & Associates is a full-service CPA and advisory firm. Our clients include emerging to large privately held companies, not-for-profit organizations, government agencies and high net-worth people. We ensure clients have a solid financial foundation to create accurate and timely reports. Our tax professionals provide proactive planning and analysis to manage your tax matters.

Profit & Advisory Focus
Our professionals become part of your leadership team and help you gain a fresh, independent perspective. JGD & Associates becomes your trusted advisor and will design a plan to help you move through different stages of your business lifecycle. We provide creative thinking, investigate unexpected events and monitor performance. We are always looking forward for our clients.

Assurance Services

  • Audits, reviews and compilations
  • Employee benefit plan audits (ERISA)
  • Agreed upon procedures
  • Internal controls

Tax Matters

  • Tax LifeCycle support
  • Income tax planning
  • Business and personal return preparation
  • State and local tax services
  • Estate plans and trusts
  • Family gifting and philanthropic strategies
  • Tax authority communications and representation
  • International tax issues

Accounting Support

  • Managed Accounting / Outsourcing
  • CFO | Controller services
  • Accounting system design services
  • Audit preparation assistance
  • QuickBooks support

Leadership Support

  • Business growth strategies
  • Goal setting
  • Mergers and acquisitions
  • Succession planning
  • Exit and transition strategies

Business Advisory

  • Benchmarking
  • Profit assessment
  • Cash flow analysis
  • Business plans
  • Budget preparation
  • Forecasting systems
  • Benefit plan strategies
  • Special projects

Executive Support & Planning

  • Personal tax projections
  • Executive compensation planning
  • Advice on stock options
  • Retirement plan strategies
  • Executive bill pay

Gain a Fresh Perspective

If you are not performing to the level you think you should be or want to be at, call to discuss your options. We can help you move to the next level.