Empowering Private Medical Practices to
Conquer Financial Challenges with our
Integrated Bookkeeping Success Plan
Keeping you independent, thriving, and ahead in the healthcare market!
why you need us
Gain Clarity on Your Financial Standing
Each bookkeeping solution is uniquely tailored, recognizing that no two practices are alike—just as every patient requires a
distinct path to wellness, even when similar treatment plans are applied.
Challenges
Managing the financial side of a medical practice can be overwhelming. It’s easy to overlook inefficiencies or miss opportunities for growth when you’re busy focusing on patient care. Without a clear picture of where your money is going—or where it could be going—you might be unknowingly holding your practice back.
Solution
We take a close look at your practice’s financial operations to uncover any issues and find areas where you can improve. After our review, we provide you with a customized report that highlights problem areas and gives you practical options to move forward.
Results
With our help, you’ll gain a clear understanding of your financials, leaving you feeling confident and in control. You’ll see improvements in how efficiently your practice runs, more consistent cash flow, and a stronger foundation for future growth.
Optimize Your Business
Today is the perfect day to start building the practice you've always dreamed of!
Let's discuss how my Open Book Diagnostics can elevate your business to new heights.
Quickbooks and GOOGLE TESTIMONIALS
What others are saying
"Bookkeeper, Quickbooks, Tax Prep"
February 13, 2017
"Jeanette has been an outstanding Bookkeeper for me and my father's internal medicine practice for years. She has an exceptional work ethic and an amazing attention to detail. She also works very closely and effectively with our Accountant. Jeanette is a definite asset to our practice."
Consultant/Advisor/Auditor/Accountant
February 7, 2017
"Jeanette was the key consultant, advisor, auditor and accountant for a surgical and boutique practice where I was the practice administrator. Our situation was unique, as we had the medical side (insurance) of the practice and the boutique (cash) business. Jeanette accomplished exceptional results...see more
A True Expert
February 28, 2024
"Amazing! Jeanette blends a true expertise in QuickBooks technologies with business advocacy and insight. She has tips and guidance on both Quickbooks and business that took my company to the next level. Don't settle for a bookkeeper. Get more by working with Jeanette!"
Certified Expert
QuickBooks
Online
QuickBooks
Desktop
QuickBooks
Enterprise
QuickBooks
Online ADVANCED
QuickBooks
Payroll
QuickBooks
Desktop
QuickBooks
Enterprise
QuickBooks
Online (ADVANCED)
QuickBooks
Payroll
Practice-Focused, minus the stress
Over 30 years of experience working with Medical Practices.
With Over 30 years of experience working with medical practices we understand the nuances of running a medical practice.
Understand the nuances of running a medical practice.
Efficiency Scaled to the Culture of the Practice.
Over 30 years of experience working with Medical Practices.
We focus on your specific goals and build your financial information to manage your specialty.
Understand the nuances of running a medical practice.
Meet the Owner
Jeanette Delgado
Certified Public Bookkeeper | Intuit® Certified QuickBooks™ ProAdvisor
Jeanette C. Delgado, CPB, founded JD Management Advisory, LLC, leveraging over 30 years of experience to support small to mid-sized organizations. Specializing in bookkeeping services, Jeanette focuses on improving financial reporting systems, reducing turnaround times, and enhancing client confidence. JD Management Advisory empowers medical practices with precise financial data and analysis, helping them make informed decisions that boost efficiency and growth.
Jeanette holds a Business degree from the University of Maryland, is a Certified Public Bookkeeper (CPB), an Intuit® Certified QuickBooks™ ProAdvisor, and has a master's certificate in Brand Identity and Web Design from Sessions College. With over 15 years as a healthcare operations consultant, she is uniquely equipped to help private medical practices streamline financial operations and improve compliance.
Her mission is to empower medical practices to thrive by providing personalized financial solutions that enable them to focus on strategic growth and patient care. Outside of work, Jeanette enjoys spending time with her husband and cat, and loves stand-up comedy for relaxation.
90-Day Satisfaction Guarantee
If you're not satisfied with our services within 90 days, we'll refund half of your monthly service fees.
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