Clarity Before The Deal.Confidence After The Close.

We provide financial due diligence for entrepreneurs and investors buying SMBs, and build the accounting and finance operations you need once you own them.

Talk to our team

30 years

of experience

$100M

transaction value reviewed

95%

ongoing client retention

50+

SMB deals supported

People working around a conference table

Quality of Earnings

Investors Acquiring a Business

Searchers, independent sponsors, 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.

Support for Buyers

Accounting & Finance Operations

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.

Support for Owners

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.

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

Ready to Talk Through Your Deal or Finance Function?

Let's have a conversation about your needs and how we can help. No pressure, just a genuine discussion.