Jeanette Delgado

Jeanette C. Delgado, CPB, founded JD Management Advisory, LLC, drawing on over 30 years of experience to support small to mid-sized organizations. Her career journey reflects a passion for bridging business strategy with practical implementation, honed through a focus on bookkeeping services. Jeanette excels in managing financial records and enhancing operational efficiencies, driven by her commitment to continuous learning and sharing expertise. She has transformed clients' financial reporting systems, significantly reducing turnaround times for statements, boosting client confidence, and improving overall financial health. JD Management Advisory, LLC empowers medical practices with precise financial data and analysis, facilitating informed decisions that enhance efficiency, profitability, and growth. By optimizing financial processes, Jeanette enhances operational effectiveness and fosters client financial stability. Jeanette holds a Business degree from the University of Maryland, certifications as a Certified Public Bookkeeper (CPB) and Intuit® Certified QuickBooks™ ProAdvisor, and a master's certificate in Brand Identity and Web Design from Sessions College. She remains dedicated to staying current with industry advancements, ensuring JD Management Advisory, LLC delivers cutting-edge solutions. Specializing in supporting private medical practices aligns with Jeanette's recognition of their unique operational challenges and critical role in healthcare. Her 15+ years as an operations healthcare consultant, specializing in reconciling billing and accounting systems and training managers in financial processes, uniquely equip her to support medical practices, enhancing efficiency and compliance. At JD Management Advisory, LLC, Jeanette's mission is clear: to empower small to mid-sized medical organizations to thrive. She delivers personalized financial solutions and operational streamlining, enabling clients to focus on strategic growth and patient care. Her collaborative approach ensures practices work synergistically with CPAs and advisors, fostering smooth operations and sustainable success. In her spare time, Jeanette enjoys time with her husband and their cat at their staycation home. She also fosters her emotional well-being by enjoying live and recorded stand-up comedy.