The J&D Experience
Better Accounting +
Faster Results +
Stronger Financials =
A Good Night’s Sleep
End of Month Procedures
We will ensure you know exactly how to transfer files to our office, including when to perform recommended backups or other month-end administration.
Secure File Transfer
When requested, you’ll be able to transfer your computer files to our office and receive files, including draft financial statements and executed copies of tax returns.
Record Retention Guidelines
We will educate you on how long to keep your Financial, Accounting, and Tax records for IRS compliance.