Hey there!
Working with our clients, not simply for them.
Thanks for sharing your dreams for the future.
As you are considering working with us, we wanted to share a few details about what that would look like.
When you enter into a relationship with JMD, you will have your own client manager assigned to you. However, anyone on our team is available to assist you whenever you need it. Our primary objective is to provide a customized service experience to each client, catering to your specific requirements, and making you feel like you are our only client.
Our goal is to empower you, maximize your profitability, and help you achieve your financial objectives. That is why all of our financial support packages include the Profit First cash flow methodology. As a Certified Profit First firm, we do not exclude any of the tools at our disposal, as it goes against our philosophy. The degree of our involvement in your success is entirely up to you. We have laid out several options for you to choose from, so select the one that best suits your needs. We are thrilled to begin this journey with you!
Learn More
And since I'm a numbers person...
THE TRUE COST OF NOT HAVING A FRACTIONAL CFO
What We Offer
Packages
Building Blocks Bookkeeping:
Your Stress-Free Financial Foundation
Who's It For? The new entrepreneur, grinding away, making those first big sales and realizing you need more than a spreadsheet. You want peace, compliance, and the comfort of knowing your small but growing empire is in good hands.
What You Get: Clean books, clear mind. This isn't about bells and whistles; it's about trust. Trust that your numbers are right. Trust that you can focus on growth and leave the nitty-gritty to us.
Profit First:
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Who's It For? something goes here
What You Get: something goes here
CFO Services and Operational Services
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WHAT ENGAGEMENT LOOKS LIKE FOR THE FIRST 90 DAYS
First 30 Days
- Get into your accounts and begin review
- Assess and work through any cleanup
- Outline the plan of action for improvements and new developments
30 - 60 Days
- Continue getting to know each other and building our relationship for the long-haul
- Begin building customizations and refinements for business processes
- Start thinking ahead to scalable practices for ops procedures
60 - 90 Days
- Ensure the day-to-day workflow is smooth and with little error
- Capitalize on procedures documentation for cross-training and sustainability in business growth and changes that may come
- Establish milestone goals for quarterly health assessments and quality assurance
WHAT YOU CAN EXPECT FROM US
- Our undivided attention as we explore your business challenges with you.
- Suggestions for customized systems that fit your unique strengths, personality and business model.
- Maximum value in the form of straightforward coaching, clearly communicated guidelines, templates of standard systems, outlines of tailored solutions, individually designed checklists, and anything else that would apply to your situation.
- Email responses are given starting within 24 hours during business hours, depending upon your support package, (except for weekends & holidays). Should my time not allow a proper response, I’ll send an acknowledgement upon receipt of your email and commit to replying in full at a specific time.
- Confidentiality—information about your business, your systems and our work together will never be shared without your knowledge and approval.
what to expect
Client Testimonials
Andrea Geyer
It was intimidating and confusing not knowing how to handle what should be simple things in my business. Jenni helped break down larger projects into smaller, manageable tasks which made organization within my business much more streamlined.
I am able to go forward knowing how to manage both, my time and business operations, more simply on a day-to-day basis.
AC Geyer Consulting, LLC
Adam Wulff
Starting a business is chaotic at best. I was confused about how to even start a business, which was a huge source of anxiety for me. Things run so smoothly now. Jenni was able to handle all the day to day operations for my company.
But it goes far beyond that. She is always willing to help guide me in decisions that I need to make for the corporation.
Alpha Air, Inc
Aly Huggins
Before I started working with Jenni, I was a mess! Jenni literally saved my sanity! She has been so knowledgeable & clear about all aspects of the business systems. She is always willing to answer any of my questions and help me understand the ins and outs. My anxiety and stress has decreased immensely since working with Jenni!
Aly Huggins Hair