top of page

 SMART ACCOUNTING
WITH STRATEGY

 SO YOU CAN

GROW

Jackson CFO is dedicated to helping SMB owners and CEO's acquire, build, cash flow, and sell businesses.

From our experience working in finance leadership positions, we've learned that small and medium sized businesses need the experience of a CFO just as much, if not more than, big businesses do. Businesses between $5 million and $25 million in revenue often struggle with getting the right balance of financial support. Most start with tax services and have some sort of hybrid in-house/outsourced bookkeeping. Businesses on the upper end of the range may have a full-time Controller as a one-person accounting team. Most businesses in this range don't have the help of an experienced CFO, which is a crucial part of a high-performing finance team.

 

The growth hurdles experienced withing this range of growth are significant - think of activities like raising debt or equity capital, strategic financial planning, acquisition & exit support, or designing a tech stack to scale your business. These activities can place a huge burden on businesses who aren't equipped with a CFO to guide them over the hurdles and into the next stage of growth. 

​

Our Clients Are

  • Professional service firms (attorneys, engineers, architects)

  • Boutique hotels, real estate investors and property managers

  • Health professionals (doctors, dentists, veterinarians)

  • Retailers & manufacturers (online & on-site)

Who Typically

  • Have 5-50 employees with revenues ranging from $5 million to $25 million

  • Experience difficulty getting strategic financial support from current finance team

  • Are growth-oriented and proactive towards overcoming growth hurdles

  • Want a well-designed, modern financial system that can scale with their business

  • Have difficulty getting succinct and timely financial data key to running their business

A Balanced Approach

We do a careful assessment of your business and design a plan to meet your specific needs. Below is a summary of services that we provide. 
 

Cloud-Based
Bookkeeping

  • Reliable Bookkeeping

  • Invoicing & Payables Processing

  • Payroll Processing

  • Financial Reporting

Professional
Controllers

  • Financial System Design & Optimization

  • Accrual Based Accounting

  • Treasury Management

  • Process Design & Automation

Experienced  CFO s

  • Key Stakeholder Reporting

  • Strategic Planning & Modeling

  • Capital Financing

  • M&A Support

  • Business Intelligence

GET STARTED

1

Schedule a Free Consultation

Click below to contact us. We'll connect and learn about your business' goals and needs and see how we can help.

2

Receive a

Custom Quote

We'll formulate a unique blend of services with the goal of increasing the value of your business.

3

Lead

Confidently

Enjoy the peace of mind and freedom to focus on leading your business rather than worrying about it. 

Have a bookkeeper or tax planner already? No problem, we're experts at partnering with your team to give your business the full spectrum of services it needs.  

“Before working with Jackson CFO, we did the best we could with our finances. But doing the best you can is not the safest practice as profits, expenses, and taxes go up. They immediately brought clarity and wisdom to how we managed our money and planned for future growth. And more than that, they brought us peace of mind."

Geoff - Video Marketing Agency

bottom of page