What We Do

Comprehensive accounting, assurance and financial advisory services and strategies allowing you to stay focused on your business.

Providing financial information to clients in a timely and accurate manner is a commitment we feel cannot be compromised. Meaningful, well-organized financial records help ensure operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective auditing, tax and accounting services to individuals and business clients.

JGD professionals strive to become a trusted advisor to our clients. We offer an independent perspective to help when you are faced with making a difficult decision or need to assess an opportunity.

Audit & Assurance Services

Assurance & Financial Reporting Services

Our auditors address the compliance requirements imposed by banks, outside investors, the Board of Directors and internal management. Our services range from audited financial statements to compiled and customized reports used for management’s internal needs. We also provide defined scope engagements to test a specific segment in the business and internal control services to ensure policies and procedures are in place and being followed.

Our Assurance Services Include:

  • Audited Financial Reports
  • Reviewed Financial Reports
  • Compiled Financial Reports
  • Agreed Upon Procedures
  • Internal Controls & Fraud Prevention
  • Internal Assurance Program Testing

Customized Management Reporting

JGD & Associates will utilize your financial systems to produce the reporting needed to view profitability, monitor cash flow, track budget to actual performance and provide specialized information.

Value Driven Engagements

Our team brings the insight gained from working with a large number of diverse clients. We make recommendations on potential process improvements or changes to refine operations and view every engagement as an opportunity to add value.

Employee Benefit Plans

Quality, Value Added Plan Audits

For over 25 years, JGD & Associates has specialized in employee benefit plan (EBP) audits and the review of the form 5500 preparation. We are members of the AICPA Employee Benefit Plan Audit Quality Center and currently audit dozens of plans ranging from 100 to over 5,000 participants. Our professionals believe in meeting deadlines and adhering to fixed fee agreements. We are experienced and receive specialized benefit plan training throughout the year to ensure the most efficient audit.

JGD’s Audit Approach

We tailor our approach to make the audit process as smooth as possible for you and your staff. Our professionals are available throughout the engagement to respond to questions as they arise, and will communicate any issues to the Plan Administrator/Audit Committee as soon as they are detected.

Our Method Includes:

  •  Identifying Risk & Providing Solutions for Refinement
  • Strategic Planning Sessions
  • Paperless Audit Technology
  • Client Collaboration & Communication Throughout the Audit
  • Adhering to Fees & Deadlines
  • Engagement Options

A mid-sized local firm like JGD can provide high-quality services at a more reasonable fee. We can be your plan auditor or assume responsibility for your financial statement audit, tax needs or accounting.

Our Services Include:

  • Full Scope & Limited Scope Audits
  • Defined Benefit Pension Plans
  • 401(k) Plans & 403(b) Plans
  • Health & Welfare Plans
  • Cash Balance Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Union Plans

Our Offer

We provide a no-cost diagnostic as our way of demonstrating the value we can provide, and the potential need to switch to a new audit firm. This diagnostic will look at your benefit plan audit and plan design to identify opportunities and assess risks. For details please view our EBP Diagnostic.

Key Benefits of Using JGD

  • Over 25 Years of Benefit Plan Audit Experience
  • Plans Range from 100 to Over 5,000 Participants

Tax Strategies & Filings

Impact Your Bottom Line

JGD & Associates provides tax planning and reporting services to support businesses, executives inside the company, not-for-profit organizations and individuals. Taxes have a substantial impact on a company’s bottom line, and our experienced professionals are trained in the complex and often difficult to understand issues, including tax incentives and credits.

Time is Your Best Friend

Time is an important element in tax planning. The power in tax planning comes from deferring tax liability and claiming limited time credits or incentives. It enables you to leverage incentives and credits, defer income and be in a position to better evaluate the post-tax impact of potential steps.

Our Services Include:

  • Tax Planning
  • Federal, State & Local Return Preparation
  • Benefit Plan Analysis
  • Payroll Tax Filings
  • Sales Tax Returns
  • International Tax Services
  • Enterprise Zone Tax Credits
  • R&D Studies
  • Cost Segregation
  • IRS Communications
  • Succession, Transition & Exit Planning
  • Planning Related to the Patient Protection and Affordable Care Act (PPACA)

Create a Tax Plan

Every organization and individual should have a Tax LifeCycle plan. We help clients view taxes as a process and not an annual event. Our professionals develop tax plans for clients to maximize the tax saving potential from significant events in their personal and business life. Equipment or real estate decisions, acquisition or sale of a business, succession issues, college funding, family gifting, philanthropic strategies, eldercare, and wealth management are examples of our support.

Tax Diagnostic

Every business and individual can benefit from our Tax Diagnostic. This is a no-cost method of reviewing the tax advice your current accountant has been providing. Did they take advantage of credits and incentives? Is the return missing items? Are there errors or exposures in the return? Have they been talking to you about ways to reduce taxes or have they just been putting your results onto a piece of paper and filing it for you? Sometimes profits are buried inside your tax return. Let us help you dig them out. For details please click on Tax Diagnostic.

Managed Accounting

Cost Effective Managed Accounting Options

The question to ask yourself is, “Did I get into business to manage accounting people?” Then you need to test whether the internal financial cost and the consumption of your managerial time is the best use of your limited time and energy. We know we will provide enhanced reporting and consulting value for every client who engages us. The only remaining question is whether we will be able to provide those enhanced services at 70% or 85% of your current costs. We are confident we will be more affordable.

Controller/CFO Support

We do not just provide outsourced accounting services. We integrate financial leadership with the solution. Your accounting solution will come with a Controller/CFO executive who will become your trusted advisor. The extent of how much of his or her time you will need depends on the complexity of your business and future plans.

Service Options and Benefits

  • Leadership of your in-house accounting staff, or the complete outsourcing of your accounting department
  • Hybrid Approach – retain some employees and outsource certain selected accounting processes
  • Outsourcing to JGD staff selected accounting functions – payroll, accounts payable, accounts receivable
  • Reassign in-house employees to jobs that better fit their skills
  • No employee benefits to pay, no employee payroll taxes
  • Eliminates hiring, training and managing accounting personnel

Does This Make Sense For You?

The only way to determine if this makes sense is to let us conduct an assessment. What accounting and financial support do you really need? How much is it really costing you to do these tasks internally? Are you getting the advice and planning you need from your accounting group? Our assessment will create a blueprint we can use to determine your needs and calculate costs and the enhanced value from our approach.

Exit & Succession

Creating a Successful Exit & Succession Plan

How often do you exit a business? Most owners only exit a business once in their life. It’s a new experience with a series of difficult decisions that can alter the outcome. We help walk you through the process and ask the right questions.

JGD & Associates Will Help:

  • Lay Out the Plan to Begin the Process
  • Decide on an Exit Date
  • Acquire Independent, Objective Professionals to Help
  • Maximize the Sale Value
  • Plan the Post-Sale Tax Impact

What is Your Best Strategy?

To close the business, merge it or sell it to an external buyer, family member, employee or existing co-owner or partner? Let us help you assess your options.

Time is a Valuable Tool in Exit Planning

In general, the shorter the planning timeframe is the less profitable the sale may become. Time enables you to refine financial statements to look as favorable as possible; ensures key members and non-competes are in place; allows owners to remove themselves as much as possible from the hands-on of the operations, and provides time to let a tax strategy unfold, especially if gifting is involved.

How to Begin the Process…

  • Establish a Timeline; this could be 6 months or 15 years
  • Take Steps to Enhance Value; make the business physically and financially attractive to buyers
  • Separate Yourself from the Business; the business is now an asset for sale
  • Depersonalize Decisions; remove the emotional connection
  • Create a Tax Plan; retirement strategy, estate needs, trusts, life insurance, health care, more…
  • Prepare for Post-Exit; establish an investment strategy for the proceeds


Taking a Step Back

JGD provides the outlet to let you look at your business with a fresh set of eyes. Even in our firm we need to talk to outside consultants to help us look at what we are doing. Our advisory services can become the foundation that brings new energy into your operation.

Comprehensive Thinking

We look at all aspects with the end goal of helping achieve your objectives. That might be increasing profits, working less, aggressive growth, buying or selling a business, developing a succession plan, creating corporate goals or setting compensation plans. We help you look at all aspects of a potential situation. Sometimes to get to the right answer you need to not just look at the financial pieces, but also the emotional impact.

Objective Insight

One of the biggest challenges in any business is getting objective feedback. Management often cannot see their flaws. Most support teams are reluctant to point those flaws out. In addition, your management team may be personally impacted by potential changes. For example, if benefit costs are rising, will you receive a positive reaction to reducing benefits and/or increasing the employee cost of those benefits? That’s doubtful. What if the issues were larger? Layoffs may be needed. Relocating the business to a different state may be a consideration. Or, what if you needed to prepare the business to get it ready to sell? What if your management team is part of the problem? You can freely talk with and plan with us.

Work with a firm that understands your needs

We’re here to help, fill out the form or give us a call at

(858) 587-1000

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