Frustration, anger and confusion are NOT what your Books should be giving you.

  • I recently opened a new business and was looking for someone to teach me QuickBooks and financial/tax management. I found John and have been impressed with his style and his patience. He has taught me in a controlled way that allows me to learn, practice and move to the next level. I continue to use his services and will use him for tax preparation as well. 
    • ​B.R. - Wauwatosa

JDBC Money Mastery

Your small business books are supposed to provide business results, growth opportunities and tax planning strategies so you can grow your business and stop wasting money on taxes you don't have to pay. JDBC Money Mastery helps deliver the understanding, confidence and peace of mind you need for your business and your money.

One-on-One
​Money Mastery Coaching

Money Mastery Coaching (formerly called Books Coaching) is a customized step-by-step process building your system for Tracking the Flow of Money together and help you understand how to navigate and manage your system to give you the results you need to grow your business.

Small Group
​Money Mastery Club

In Money Mastery Club, we'll work together to build your system for Tracking the Flow of Money and help you understand and navigate your system, just like in one-on-one coaching with the benefit of collaboration and best practices working along side other small business owners with similarly structured businesses.

Get Started with Money Mastery

Complete the following information and schedule your a FREE Books Analysis!
Every client we work with goes through a thorough 3-step process to understand, build and implement a customized plan for you and your business.
  1. Client and Business Assessment
  2. Plan and Workflow Design
  3. Implementation, Training & Support

Each Money Mastery Coaching plan includes...

Setup and Conversion

We'll setup a complete cloud based
Back Office Solution for Tracking the Flow of Money for your business focused around how you operate your business. If you've been trying for awhile, we'll convert your current data while we go through the step-by-step training process.

Training and Support

 We' ll work together to get you there and stay with you through the whole way. We'll provide training and support with customized processes to keep your numbers on point and your team continually improving. And we'll make sure you understand the results.

Setting Up Your Automated Back Office Solution

You might need to convert to a better system or set up your Books for the very first time. Either way, we will make sure it is done right! We use QuickBooks Online as the base to your customized system because it allows us to collaborate with you in real time and provides a team approach to your accounting and systems processes. We will use that base to connect all other aspects of your business from your bank accounts to your industry specific applications and programs that provide the resources to help you in your business.
Your customized Books Coaching plan will consist of the tools you will need to manage your very own system for tracking the flow of money through your business. throughout the course of plan implementation, you'll receive training and back office support to make sure your system is operating properly and you're getting the information you need to manage your system. When our Books Coaching engagement has concluded, I will hand over your Manual for Tracking the Flow of Money for your business that contains the processes you need to manage your system.