Outsourced CFO, accounting,and M&A support.
Fractional CFO, outsourced accounting and controller services, and transaction support for owners, buyers, and lenders. Senior-led by CPAs, from the monthly close to the closing table.
30
Years of experience
$100M
Transaction value reviewed
95%
Ongoing client retention
50+
SMB deals supported
Three ways we help, one senior team.
Most clients start with one service and add others as the business grows. The same people stay with you the whole way.
Fractional CFO
Your own senior CFO, at your leadership table every month.
- 13-week cash forecasting
- KPIs, budgets, and planning
- Bankability and lender support
From $4,000/mo
Learn moreOutsourced Accounting & Controller
A controller-led accounting team and a close you can count on.
- Monthly close and reconciliations
- Reporting package you'll use
- Set up for your industry
From $2,500/mo
Learn moreTransaction Support
Diligence and valuation work that holds up to buyers and lenders.
- Quality of Earnings
- Exit readiness and valuation
- Lender-commissioned SBA QoE
From $3,000
Learn moreOwners, buyers, and the lenders behind them.
Business owners
Founder-led SMBs that have outgrown basic bookkeeping and need numbers they can run on.
See how we helpInvestors and buyers
Searchers, independent sponsors, and small PE teams who need a clear read before they commit.
See how we helpLenders
Independent, lender-commissioned QoE written to stand up in an SBA 7(a) review.
See how we helpNumbers you can run the business on.
Senior people do the work
You work directly with experienced CPAs and CFOs, not a rotating cast of junior staff.
Built around how you operate
Reporting, forecasts, and controls designed for your industry and the decisions you actually make.
One partner as you grow
From cleaning up the books, to financing, to a sale. Nothing gets lost in a handoff.
A month working with Jackson CFO
Illustrative- Day 1 to 8Month-end close and reconciliationsAccounting & Controller
- Day 10Reporting package deliveredAccounting & Controller
- Day 1213-week cash forecast refreshedFractional CFO
- Day 15Leadership meeting: results, cash, decisionsFractional CFO
- QuarterlyBudget reforecast and lender covenant checkFractional CFO
- As neededAcquisition, financing, or exit supportTransaction Support
"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
Let's talk about where you are on the ownership journey.
Tell us what you're working toward. We'll follow up to set up a conversation.