30 years
of experience
$100M
transaction value reviewed
95%
ongoing client retention
50+
SMB deals supported
A Note from Matt
Founder, Jackson CFO
"Buying or running a business is exciting, but it can also feel overwhelming. The numbers move quickly. The decisions are high-stakes. You often have only one chance to get it right."
My background is in both accounting and operations. I have sat in executive roles, and I know what it feels like to be responsible for the outcome, not just the spreadsheet. That is the perspective we bring to our work at Jackson CFO.
Our job is to make the financial side of your decision clearer and more manageable. We walk with you through the details, explain what the numbers are saying, and help you build a finance function that supports the business you want to run.
If you are looking at a deal, or if you already own a business and the finance side feels heavier than it should, we would be glad to talk.
Entrepreneurs & Investors Acquiring a Business
Searchers, independent sponsors, ETA entrepreneurs, and small private equity teams who want a clear, honest view of a target company before making a decision.
What You're Working Through:
It's hard to tell what's real in the numbers and what needs a closer look.
Deals move quickly, and you don't want to miss something important.
You want an unbiased view of risks before you commit capital.
You prefer to work with people who have actually operated businesses, not just reviewed spreadsheets.
Free Download: Sample Quality of Earnings Report
See what a professional quality of earnings analysis looks like. Download our sample report to understand how we identify risks and verify financial performance.
No credit card required. Instant download.
Owners Running a Growing Business
Business owners who want accurate numbers, dependable reporting, and a finance function that supports rather than hinders your needs as your scale up.
What You're Working Through:
The books and reports don't give you the clarity you need to run the business confidently.
The finance work takes more time and energy than you expected.
You need steady processes, consistent reporting, and fewer surprises.
You want guidance from a team that understands real operations, not a rotating group of bookkeepers.
Free Download: Sample CFO Report
See what professional financial reporting looks like for a growing business. Download our sample CFO report to understand the insights you should be tracking.
No credit card required. Instant download.
How We Support Your Journey
From deal evaluation to day-to-day operations, we're with you at every stage
Evaluate Deals
Early financial reviews, high-level modeling, red flags, and target assessment to help you decide whether a deal is worth pursuing.
Perform Due Diligence
Quality of Earnings (QoE) support, cash flow analysis, and working capital reviews to understand what you're truly buying before you commit.
Close with Confidence
Final validation, lender support, and financial system readiness so you enter ownership prepared, not surprised.
Stabilize Operations
Accounting cleanup, reporting setup, dashboards, and practical 30/60/90-day plans to bring order to the finance function after the close.
Scale with Insight
Forecasting, KPIs, cash flow planning, and ongoing advisory to support growth and better decision-making over time.
How It Works
Getting started is simple and straightforward
Initial Consultation
We start with a conversation to understand your situation, goals, and timeline. No pressure, just a genuine discussion about how we can help.
Tailored Proposal
Based on your needs, we'll create a custom scope of work and pricing. You'll know exactly what to expect before we begin.
Fast Execution
We move quickly without sacrificing quality. Our team integrates seamlessly with yours to deliver results when you need them.
Why Clients Trust Jackson CFO
We've earned trust by consistently delivering value when it matters most
We Think Like Operators
We evaluate businesses the way owners actually run them.
We Stay Independent
You get objective insight without deal pressure or sales spin.
We Support the Full Ownership Journey
From pre-close diligence to post-close execution.
Founder-Led, Hands-On Work
You work directly with our team, not passed off to junior staff.
Clear Guidance You Can Use
Practical recommendations, plain language, no unnecessary complexity.
What Clients Say
Real feedback from business owners and investors we've worked with
"Before partnering with Jackson CFO, we were doing our best but didn't have real financial clarity. Jackson CFO brought immediate insight, structure, and strategic guidance. It gave us something we hadn't had before, total peace of mind."
Geoff Schultz
HypeKick
"Jackson CFO goes far beyond debits and credits. Their ability to assess a business, solve problems, and drive better decisions has made a measurable difference for our clients. They've become an essential extension of our team."
Chris Vanderzyden
Legacy Partners
"Jackson CFO gave us the clarity we needed in due diligence and then guided us through the entire post-close setup. They built strong financial systems we could grow on, sharp, responsive, and incredibly easy to work with."
Jennifer Nicks
Ultra Coffeebar