What We Offer
Services
Executive Coaching
1-on-1/team coaching that will support you with a more effective business environment.
Learn MoreCorporate Documents Filing
Walking you through your state's complete legal and regulatory corporate formation process.
Learn MoreStart-Up Support
Analyzing your start-up's current position and creating an effective strategy for achievable scalability.
Learn MoreBusiness Structure Planning
Choosing appropriate systems from the beginning that will expand with your business.
Learn MoreLegal Documentation
Safeguarding your interests with appropriate documentation for client service agreements, NDA/confidentiality, and more.
Learn MoreBookkeeping
Teaching you how to run your books to establish proper SOPs while keeping an eye on your tax future.
Learn MoreTax Preparation Coordination
On-going collaboration and support with your chosen tax preparer.
Learn MoreEstate Planning-Deed Recording
Analyzing your unique estate needs and providing tailored document preparation.
Learn MoreNotary Services
Seamless authentication of your important legal documents for peace of mind.
Learn More25+
YEARS OF EXPERIENCE
100+
SATISFIED CLIENTS
50+
INDUSTRIES SERVICED
Testimonials
What Clients Say
"JD Business Advisory has been a one-stop-shop of business support from Corporate Advisory to Bookkeeping! I've never felt at more ease with running my business. Trustworthy, supportive, and personable, I can't say enough good things about Julie. I finally have the courage to to step out and do my own thing and can call anytime for questions and guidance. It makes the process painless. I feel like I really am owning my business with JD Business Advisory."
"We had such an excellent experience with Julia David, that we have referred her to our friends and family as well as using her Legal Services ourselves. Her expertise, attention to detail, and easy going personality made the uncomfortable topic of wills much easier than we could have imagined. We're confident that those we have referred her to also have similar stories to share."
"We have worked with Julia David for the past 2 years. She was instrumental in rewriting our Trust documents and Estate Plan. She worked closely with our Attorney and accomplished our goals without conflict. She is extremely smart and has vast experience in many fields but we rely on her for financial and medical help. We highly recommend Julia for any financial need."
"I have worked with Julia David in the Advisory and Bookkeeping Department regarding Estate Documents. She was highly effective in a complex Estate Accounting issue. I would highly recommend her services at JD Business Advisory."
"I would highly recommend Julie David from Advisory and Bookkeeping Department. She aided a client of mine in getting through a difficult issue and was extremely responsive and attentive to my client issue and needs. She did a great job."
"Julia David in Accounting and Bookkeeping advised me in financial matters. She is very professional, knowledgeable and responsive. She is a treasure!"
"Julia saved us when we needed her the most, we love JD Business Advisory Services and recommended her to everyone!"
"Julie has helped Oonyall solidify and clean up its books, legal documents, and processes. She has made the tax filing process seamless and less intimidating for our new-founded company since 2021! Using her years of experience and large network, she makes any operational, legal, and financial obstacle disappear! We don't know where we would be business-wise without her help and guidance. To this day, we depend on her to guide us through tax-season and strategize on our next moves!"
"I call Julia my "Business Whisperer"! She would be my best-kept secret, but I end up begging her to take on additional clients. I love my friends and family and want the best for them too! Julia is protective and will put you first. She has a big picture mindset, saving her clients from taking unnecessary risks or falling into traps. However, her attention to detail is unparalleled. Before you know it, everything that had you stressed out, is magically taken care of. You can be at ease, have a new friend, and a real partner with Julia by your side."
"Julia is a business' dream come true. She is the utility player EVERY business needs and we're lucky to have found her."
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For prompt assistance, please provide your name, contact information, and a brief message detailing your business needs. I take pride in delivering a 24-hour turnaround time to my clients. Rest assured that I will promptly review your message and respond as soon as possible. Thank you for your inquiry, and I look forward to connecting with you soon.
Phone
+1 (248) 459-4900
jdbusinessadvisory@gmail.com
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