About JB Doctus Financial Solutions

JB Doctus Financial Solutions equips small businesses with high-level financial analysis and strategic modeling, traditionally reserved for larger corporations, at an accessible rate. We specialize in custom financial modeling, in-depth analysis of financial statements, cash flow optimization, and cost management to drive profitability and sustainable growth, tailoring our services to the unique needs and scale of small enterprises.

Understand Client’s Goals

Customized Financial Modeling

Analyze Current and Historical Data

Financial Plan to Drive Profitability and Growth

Ongoing Plan to Sustain Growth

Business men looking out window

The future belongs to those who can see it.

How We Can Help You

  • Have you seen a decline in profitability?
  • Do you generate revenue but struggle to achieve profitability?
  • Are you navigating the challenges of establishing your business in a competitive economy?
  • Are you an aspiring entrepreneur preparing to launch a new venture?

Our financial solutions deliver

tangible results for any business category.

Construction

Restaurants

Retail

Pet Services

Coffee Shops

Technology

Event Services

Real Estate

Services We Offer

We are dedicated to a deep level of analytics that will drive profitability and sustainable growth.

Step 1

Customized
Financial Modeling

U

Step 2

In-Depth Analysis

Step 3

Cash Flow Optimization

Step 4

Cost Management

Step 5

Continued Guidance

Services We Offer

We are dedicated to a deep level of analytics that will drive profitability and sustainable growth.

Step 1

Customized
Financial Modeling

U

Step 2

In-Depth Analysis

Step 3

Cash Flow Optimization

Step 4

Cost Management

Step 5

Continued Guidance

Services We Offer

We are dedicated to a deep level of analytics that will drive profitability and sustainable growth.

Step 1

Customized
Financial Modeling

U

Step 2

In-Depth Analysis

Step 3

Cash Flow Optimization

Step 4

Cost Management

Step 5

Continued Guidance

About Jerry

Expertise highlights:

An entrepreneur at heart, Jerry founded the New York Bagel & Deli Café early in his career, developing the business from the ground up, creating all financial systems and tools, managing a growing team, and building a customer base that expanded to over 100 patrons daily.

He is a seasoned financial consultant, former business owner, and trusted advisor with over 20 years of expertise in financial analysis, P&L management, financial forecasting, and financial planning.

Jerry delivered strategic financial analyses and insights, created checks and balances and implemented new reporting systems for billion dollar corporations.

Talk With The Experts

We will help you find your money!
Contact us to:

Answer Your Questions

Understand Your Goals

Schedule a No Obligation Consultation

12 + 4 =