Creating Value

Goal Setting & Profit Enhancement
JGD & Associates provides comprehensive support to help businesses set and achieve goals. As your accountants and advisors, our role is to provide the reporting and advice needed to operate the business, build value and help you meet lifestyle objectives.

Some Key Benefits We Address Are:

  • Goal Setting & Profit Growth
  • Attestation & Reporting
  • Employee Benefit Plan Audits
  • Business Tax Planning for Credits & Incentives
  • Risk Assessment & Internal Controls
  • CFO/Controller Services & Accounting Systems
  • Cash Flow Forecasts & Budgets
  • Coordination of Payroll
  • M&A Due Diligence & Support
  • Exit, Transition & Succession Strategies
  • Personal Tax, Gifting & Estate Strategies
  • Retirement Planning

Growth Strategies
Are there business development steps to consider that will enhance profits? Are there opportunities to increase margins and add market share? Does it make sense to buy or merge in a competitor? At JGD, we work with you to review ideas, tackle obstacles and plan to refine your profit potential.

Family Run Businesses
These are a unique group of privately held companies. Often interpersonal and emotional issues are more difficult to balance. Our team is experienced and comfortable working with family run companies and the nuances of navigating through family related issues.