A finance team you can run the business on.
Controller-led accounting, a reliable month-end close, and a reporting package you can actually use. Set up for the way your industry works. From $2,500/mo.
Month-end close tracker
Illustrative- Bank and card reconciliationsDay 3
- AP and AR cutoff reviewDay 4
- Accruals and prepaid schedulesDay 5
- Payroll and benefits true-upDay 6
- Flux review vs. budget and prior monthDay 8
- Reporting package to ownershipDay 10
Signs you've outgrown your bookkeeper.
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Talk to us about itEverything a strong accounting function should do.
You get a team, not a single bookkeeper: staff accountants for the day-to-day, and a controller who reviews the work and stands behind the numbers.
Core accounting
The day-to-day work, done on a set schedule.
- Monthly close on a set calendar
- Bank, card, and loan reconciliations
- AP, AR, and payroll entries
- Clean chart of accounts
Controller oversight
Senior review, and books your CPA or auditor can rely on.
- Senior review of every close
- Accruals, prepaids, and fixed assets
- Internal controls and approvals
- Year-end tax and audit support
Reporting
A monthly package you can run the business on.
- Monthly financial package
- Budget vs. actual and flux review
- KPIs that fit your business
- Lender and covenant reporting
Systems
Modern tools, set up and connected.
- QuickBooks Online and Digits setup
- Ramp, Gusto, and bill pay integrations
- Automation to cut manual entry
- Cleanup of inherited books
The accounting changes with the business.
Good controller work looks different in a construction company than it does in a restaurant group. We set up the books around how you actually make money.
Construction and trades
Contractors live and die by job margins. We set up the books so you can see them while the job is still running.
- Job costing by phase and cost code
- WIP schedules and over/under billings
- Percentage-of-completion revenue
- Retainage tracking
- Certified payroll for prevailing wage work
- Bonding and surety reporting
The same close, done right, every month.
- 1
Assess and clean up
We review your books and systems, catch up anything behind, and fix what's broken.
- 2
Set the calendar
We agree on a close calendar, reporting package, and who does what.
- 3
Close every month
Reconciliations, entries, and controller review, done the same way every month.
- 4
Review together
We walk you through the numbers and flag what needs attention.
Monthly, based on scope.
Pricing
From
$2,500/mo
Your monthly fee is set by:
- Transaction volume
- Number of entities and locations
- Reporting and industry needs
We confirm a fixed monthly fee after a short discovery call.
Our tech stack
We work in the systems modern businesses already run, and keep them tidy enough to hand to a buyer or a lender without a rebuild.
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
Just need the basics?
For simple flat-rate bookkeeping, visit our sister firm, Tapestry Bookkeeping.
Tapestry handles monthly bookkeeping for small businesses at one flat rate. Jackson CFO is for businesses that need controller oversight, deeper reporting, or industry-specific accounting.
Let's build a finance function you can trust.
Tell us where your records are today. We'll tell you what a clean monthly close takes.