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Judy DeFeo

QuickBooks Expert Providing Exemplary Outsourced Accounting & Bookkeeping Services to Small Business Owners

Professional Background

Judy DeFeo is a seasoned finance professional with extensive experience in both private sector banking and small business financial consulting. With a career spanning several decades, Judy's expertise blends a robust academic foundation with practical, real-world financial solutions. She founded JADDE Financial Solutions with the primary goal of assisting small business owners in navigating their financial landscapes. The services offered by JADDE Financial Solutions are tailored to meet the unique needs of each client, ensuring that business owners not only keep their financial records in order but also make informed decisions based on accurate data.

Prior to establishing JADDE Financial Solutions, Judy served as the Vice President in the Treasury and Banking Division at Goldman Sachs & Co., one of the foremost financial institutions in the world. Her tenure at Goldman Sachs equipped her with a deep understanding of complex financial systems, further enhancing her capabilities as a consultant for small businesses. Leveraging her vast experience at such a high level in finance, Judy brings a wealth of knowledge and skills that empower her clients to achieve financial clarity and success.

Education and Achievements

Judy DeFeo holds both a Bachelor of Science (BS) and a Master of Science (MS) from Queens College, where she established a solid foundation in finance and accounting principles. The comprehensive educational background Judy has obtained has been pivotal in developing her analytical skills and understanding of financial management, which she now applies to help her clients manage their business finances effectively.

At JADDE Financial Solutions, Judy provides a range of services including outsourced bookkeeping and accounting services, QuickBooks setup and cleanup—specializing in transforming messy books into orderly financial records—and comprehensive financial statement reporting. Additionally, her expertise extends to managing accounts payable and receivable, fixed assets, inventory, and payroll, all crucial components of a well-functioning business.

Notably, Judy has carved out a niche in providing specialized bookkeeping and accounting services for industries such as proprietary trading firms, service providers, e-commerce businesses (including Amazon sellers), contractors requiring job costing, and legal firms managing trust accounts in QuickBooks. This tailored approach ensures that every client receives the specific help they require, maximizing efficiency and pushing businesses towards growth.

Services Offered

At JADDE Financial Solutions, Judy offers an array of services aimed at streamlining financial management for businesses. Her offerings include:

  • Outsourced Bookkeeping & Accounting Services: Handling the day-to-day financial operations so business owners can focus on growth.
  • QuickBooks Setup & Cleanup: Turning around messy books into precise and informative financial records.
  • Financial Reporting: Generating insightful financial statements including profit and loss statements, balance sheets, forecasts, cash flow analysis, and job costing.
  • Comprehensive Bookkeeping Services: Managing accounts payable and receivable, fixed asset management, inventory management, and payroll, providing peace of mind to business owners.

Judy invites interested parties to contact her at [email protected] to schedule a complimentary strategy session, offering an excellent opportunity for small business owners to gain valuable insights into their financial management strategies.

Specialties

Judy is known for her specialties that cater to specific industry needs, further establishing her reputation in financial consulting:

  • Inventory Management: Essential for businesses dealing with physical goods.
  • Proprietary Trading Firms: Providing financial expertise tailored to high-stakes investment environments.
  • Service Providers: Streamlining financial management for a variety of service-oriented businesses.
  • E-Commerce: Specific strategies for online sellers, particularly those on platforms like Amazon.
  • Job Costing for Contractors: Assisting contractors in keeping financial track of individual projects for better profitability.
  • Trust Accounts in QuickBooks for Attorneys: Ensuring legal firms manage their trust accounts effectively within accounting constraints.

Conclusion

In a rapidly evolving business landscape, small business owners face unique challenges, particularly concerning financial management. Judy DeFeo, through JADDE Financial Solutions, stands at the forefront, offering strategic financial advice and services that empower business owners. With a commitment to excellent service and a client-first approach, Judy ensures her clients can focus on growing their businesses while she takes care of their financial health. Her extensive experience, combined with her educational background, makes her a trusted partner in financial success for small businesses across various sectors.

Related Questions

How did Judy DeFeo establish JADDE Financial Solutions to focus on small business needs?
What inspired Judy DeFeo to transition from a role at Goldman Sachs to starting her own financial consulting business?
In what ways does Judy DeFeo implement innovative accounting strategies at JADDE Financial Solutions?
What are some success stories from businesses that have utilized Judy DeFeo's financial services?
How does Judy DeFeo approach QuickBooks setup and clean-up to assist her clients effectively?
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Location

Marlboro, New Jersey, United States