JADDE Financial Solutions

• Geography: Nationwide (US-based clients preferred)
• Primary offer: $1,500–$3,000/month ongoing engagement combining:
  • QuickBooks Online bookkeeping oversight
  • Controller-based services (month-end close, reporting integrity)
  • Budgeting + expert analysis / decision support
• Note on positioning: Communicate "controller/CFO-style thinking" without implying a full-time CFO role

One-liner

JADDE helps business owners nationwide turn QuickBooks Online into clean, decision-ready financials with ongoing controller-level support and budgeting analysis for $1,500–$3,000/month.

Longer positioning statement

JADDE is a relationship-driven bookkeeping services firm that doesn't do tax. We specialize in QuickBooks Online-based bookkeeping oversight plus controller-level reporting, budgeting, and advisory so owners can make confident decisions — not just "check the box."

Non-negotiables (qualifiers)

• QuickBooks Online (already in place). This is essential.
• Cash positive and able to sustain at least a $1,500–$3,000/month engagement.
• Responsive (not "pulling teeth" to get information).
• Values the relationship and collaboration; treats the team well.
• Wants more than compliance: wants clarity + decision support.

Best-fit mindset

• Numbers/decision-driven owners are ideal.
• "Check-the-box" / compliance-only clients are not the best fit.

Great-fit signals

• Runs EOS (or similar operating system)
• Has a business coach
• Works with an outsourced/contract CFO (JADDE stays in its lane)
• Familiarity with Profit First (Mike Michalowicz)

Typical buyer / point of contact

• Most often the business owner is the primary point of contact.
• Ideal revenue band: $2M–$6M (not a hard rule).

Disqualifiers

• Underfunded startups (no investor money / no clear runway)
• Clients seeking one-time cleanup only (JADDE is built for ongoing monthly relationships)
• Clients expecting JADDE to call customers, dispute vendor bills, or investigate whether bills are "correct"

Use the client's language wherever possible:

• "I need clean, accurate books."
• "I don't know my numbers."
• "Cash flow feels unclear."
• "We need better reporting."
• "We're growing and need more financial structure."
• "I need strategic help but I'm not ready for a full-time CFO."
• "My current bookkeeping provider is nonresponsive."
• "We need a level of analysis we don't currently have access to."

Key reality (major messaging hook)

Most clients arrive with messy books (often very messy). JADDE's value is cleaning it up and then building the system so it stays clean, accurate, and useful.

High-priority SEO + content themes:

• Tax season (Dec–Mar): scramble to gather documents; "this is the year we'll get things cleaned up."
• Loan readiness: can't produce a balance sheet; lender requires credible financials.
• CPA pushback: CPA rejects the file; "I can't do your tax return with this."
• Board/investor reporting: can't get financials to a board on time.
• Growth pressure: outgrowing basic bookkeeping; needs structure and decision-ready reporting.

Industry-specific triggers

• Contractors: job costing; profitability by project
• Attorneys: three-way trust reconciliation

Primary audience

Business owners who need clean, decision-ready financials and ongoing support.

Strong referral sources

• Business coaches
• Outsourced/contract CFOs (complementary; not stepping on toes)

CPAs (nuanced)

• CPAs used to be a stronger referral source; many now compete by offering bookkeeping.
• Still valuable: CPAs who do not offer bookkeeping, or CPAs who don't provide the level of monthly advisory/analysis clients need.

Tone pillars

• Calm, confident authority (numbers-driven, practical)
• Direct and clear (minimal fluff)
• Relationship-forward and respectful
• No shame: messy books are common; focus on solutions

Style guidance

• Use specifics (balance sheet, month-end close, cash flow visibility, decision-ready reporting)
• Avoid vanity-metric framing (impressions/clicks). Focus on outcomes and conversions.
• Slightly more direct, outcomes-first tone (without gendered messaging).

Position the $1,500–$3,000/month engagement as:

• Ongoing partnership
• Controller-level oversight + budgeting analysis
• Decision support for owners who want clarity but don't need (or want) a full-time CFO

Avoid:

• "We do everything."
• "Full CFO services" (unless explicitly desired).

Every key asset should drive to a next step aligned with the monthly engagement.

Primary CTA:

• Book a Consultation.

Optional support CTAs (lead magnets):

• Books Health Check / Financial Clarity Assessment
• Loan-ready financials checklist
• Tax-season readiness checklist
• Month-end close checklist for owners

Tax-season + cleanup panic

• "My QuickBooks is a mess — what do I do before tax season?"
• "CPA says they can't file my taxes because my books are wrong — how do I fix this?"
• "What does it cost to clean up messy QuickBooks Online books?"
• "How long does it take to clean up a year of messy bookkeeping?"

Loan readiness + financial statements

• "Why does the bank need a balance sheet to approve a loan?"
• "My P&L looks fine but my balance sheet is wrong — what causes that?"
• "What financial statements do I need for a business loan?"

"I don't know my numbers" + decision support

• "What reports should a business owner review monthly?"
• "How do I understand cash flow when revenue is strong but cash is tight?"
• "What's the difference between bookkeeping and controller-level services?"
• "Do I need a fractional CFO, or is controller-level support enough?"

Switching providers

• "Signs it's time to replace your bookkeeper"
• "How do I switch bookkeeping providers without breaking QuickBooks?"

ICP-fit filters

• "What does $1,500–$3,000/month bookkeeping/controller support include?"
• "Is outsourced bookkeeping worth it for a $2M–$6M revenue business?"

Industry-specific (Contractors)

• "What is job costing in construction bookkeeping?"
• "How do I track profitability by project in QuickBooks Online?"
• "Why contractors can be profitable on paper but lose money on jobs"