A finance partner for high-consequence decisions.
We bring clarity and judgment to situations where financial decisions carry real, lasting consequences.
Long-term partners to owners and investors.
Jackson CFO is a small team of experienced finance professionals. We work where accounting, finance, and real-world decisions meet, helping clients understand their financial reality, especially in complex or time-sensitive situations.
We're not a traditional accounting firm, and we're not a transactional service provider. We stay with clients across the life of the business, from the monthly close to the closing table.
30
Years of experience
$100M
Transaction value reviewed
95%
Ongoing client retention
50+
SMB deals supported
Based in North Carolina, serving clients nationwide.
Large-company rigor, small-business practicality.
Our team draws on both corporate and small business backgrounds. That mix shows up in the work.
Scalable finance functions
Accounting teams, close processes, and reporting that grow with the business.
Due diligence and acquisitions
Quality of Earnings and buy-side support for searchers, sponsors, and small PE.
Post-acquisition integration
Standing up finance and reporting in the first months of new ownership.
Technology and systems
Implementing and connecting modern tools like QuickBooks Online, Ramp, and Gusto.
Planning and cash flow
Forecasting, budgeting, and cash management that leadership can act on.
How we work.
Independent thinking
We form our own view from the evidence, not from what is convenient or expected.
Built for ownership
Our work is shaped around what owners actually need to decide, finance, and transition.
Clarity over complexity
We strip jargon out. The numbers should make sense to the person running the business.
Consistency matters
Reliable systems over crisis management. The standard holds on every engagement.
Long-term perspective
We value relationships that span many stages of a business, not a single project.
Servant leadership
Client success is the measure. Our role is to make the owner's job easier.
The people you'll work with.
Matt Jackson, CPA
Founder & CEO
Works with business owners and investors on growth, acquisitions, and financial complexity.
Tamara Malasenco
Manager of Accounting Operations
Oversees accounting operations and reporting with a systems-first approach.
Kylie Dean
Executive Assistant
Keeps coordination, communication, and client flow running smoothly.
Jennifer Whitman
Controller
Meagan Galvan
Accountant
Facing a decision where clarity matters?
If you're facing financial decisions where experience counts, we'd welcome the chance to talk.