Scope before work
Deliverables, calendar and fee are agreed in writing first. Anything outside the scope is quoted separately rather than absorbed quietly.
JDL Financial Operations treats accounting as an operating system: inputs, cycle time, controls and a published calendar — not a pile of documents handled at the end of the year.
Financial advisor, project accountant and bookkeeper.
I work as an external advisor to companies that have outgrown ad-hoc bookkeeping but do not need a full internal finance department. The work is the same in every engagement: get the ledger accurate, get the close on a calendar, and remove the manual steps that put both at risk.
My background is project accounting — construction and field services, where cost has to be tied to a job before it means anything — alongside electronic tax compliance and payroll reconciliation across two jurisdictions. That combination is why the practice is built around reconciliation first and reporting second. A report built on an unreconciled ledger is a guess with formatting.
Where a process is slow, I measure it before redesigning it. Lean and OEE are not decoration here; they are how a close goes from a scramble to a sequence.
These are not preferences. They are the conditions that make the numbers usable.
Deliverables, calendar and fee are agreed in writing first. Anything outside the scope is quoted separately rather than absorbed quietly.
Every account ties to a source outside the ledger before a statement is issued. Open items are listed, not buried in a rounding line.
The same figure is never entered twice. Where two systems hold the same data, one is named the source and the other is fed from it.
Close, filings and reporting run to a published calendar. You know which day each deliverable lands before the month starts.
Anything that moves outside its expected range comes with a written explanation and a driver, not a note to discuss it later.
Client data stays inside the client's own systems wherever possible. Access is named, minimal and revocable.
A fixed onboarding sequence. You know what lands, and when.
Full ledger review, reconciliation backlog, and a written list of open items within the first 30 days.
Workflow redesign against Lean and OEE measures — remove duplicate entry, close the data gaps, set the calendar.
Ongoing close, payroll reconciliation and electronic filing, reported on a fixed monthly cadence.
Four fields. You will hear back with a scoped proposal within two business days.