Business Assessments, San Francisco – JMD Financial Partners, LLC

Does your business have the right processes and financial information to grow?

We are committed to helping your business grow. We want our clients to be knowledgeable and confident about their finances. We use well-defined processes to help you achieve your goals. Come to experience our firm with a free assessment of one of these processes – TRUST.

TRUST Assessment

Our unique TRUST Assessment helps you (and us) to quickly identify how you can save money, reach your goals and gain confidence that you have the processes in place and the information you need to reach your financial goals.

TRUST Assessments are completed online (for free). They gather the information needed through financial planning worksheets, in order to understand your goals and identify how we can help you reach them. It’s an easy process that takes about 30 minutes to complete:

Step 1:

Commit 30 minutes to complete one of our online TRUST diagnosis. Complete the assessment you wish to start with – Business Improvement or Virtual Management Accounting

Step 2:

We analyze your answers and identify key areas where gains might be possible and where downsides can be avoided.

Step 3:

We meet with you to review and discuss your results. There is also no charge for this meeting.

Step 4:

We provide you with a comprehensive Client Service Plan, including a summary of your Top Five Action Items to keep you on track.

Our ultimate goal is to help you reach your financial and/or business goals by focusing on the issues that really matter. Take the first step now and experience why you need to partner with JMD Financial Partners. LLC.

Business Improvement

This assessment covers budgeting and forecasting, financial management, and systems and procedures.


Virtual Management Accounting

This assessment covers cash flow, data entry, KPI monitoring, key ratios and trends, and what-if analysis.


Financial Planning

This assessment provides you with an implementation plan to help you build confidence in your financial future.


Succession Planning

This assessment rovide you with an succession plan for when you want to exit your business.