JDT Associates                                                                       Client Portal
                                                                               Precision.  Quality.  Perseverance.

Outsource Bookkeeping Solutions                                                        (888) 827-9787


Grow your business.  
Save money.
Employ a dedicated accounting team

Concentrate on what you do best!



At JDT Associates you have options!

You can:
  1. choose from various bookkeeping packages or
  2. we'll design an accounting package that fits your needs, meets your demands, and keeps your company sailing on the right course.

Submit your documents to us by:

  • scanning and uploading to our virtual filing cabinet
  • by fax or
  • a mixture of both

We leave it up to you!

Based on the package you pick, we will:

Invoice clients: Prepare invoices from the accounting software and send to your clients via email. (Simple invoicing, overly complex invoicing can be performed, at an additonal cost)

Batch your deposits: We will match deposits to invoices processed based on the detail you provide and provide you with an A/R report as requested.

Reconcile your bank account: Once a month we will reconcile your bank accounts and credit card accounts.

Pay vendors: When we say pay, we mean we will process your vendor payments on our system.  The monies for vendor payments will come out of your bank account. So you maintain control of your money!

Pay employees: Twice a month or biweekly payroll processing, direct deposit only.

Prepare quarterly payroll reports: We will prepare and electronically process your federal and state payroll reports.

Prepare monthly sales tax reports: we will prepare and send the prepared form back to you for filing or we can efile if available.

Prepare monthly management reports: we will prepare your
  • balance sheet,
  • profit & loss and
  • general ledger

and your Account Team will review it with you.

Getting started is just a click away!

Choose a package and leave the rest to us!

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