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Service: Personal Accounting and Net Worth Reporting

Personal Accounting and Net Worth Reporting

JDJ can help you keep an accurate record of your overall net worth and provide consistent updates that help you make informed financial decisions. From expense tracking to asset allocation reports to cash flow projections, the following services can help you better understand your financial picture:

  • Preparation of consolidated statement of net worth, including balance sheet, profit & loss and cash flow
  • Entity accounting for trusts, foundations and closely-held businesses
  • Detailed reporting and analysis of expenses
  • Asset allocation and performance reporting
  • Tax liability projections
  • Customized reporting
  • Records management

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Questions? Contact us to learn how JDJ can make a difference in your life.

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