For owners running and growing a business.
You're running the business, not the books. We give you numbers you can trust, a clear view of cash, and a senior partner for the decisions that keep you up at night.
Who this is for
Founder-led and owner-operated businesses.
- Founder-led companies that have outgrown basic bookkeeping
- New owners in the first year after an acquisition
- Multi-location and multi-entity operators
- Owners planning for financing, growth, or an eventual exit
What we hear from owners every week.
Different industries, same handful of problems. Each one has a fix.
"I don't fully trust my numbers."
How we help
A controller-led monthly close with senior review, so the reports you get are right and on time.
Accounting & Controller"The books are always a month or two behind."
How we help
A catch-up and cleanup, then a set close calendar so you're looking at last month, not last quarter.
Accounting & Controller"Cash always seems to surprise me."
How we help
A rolling 13-week cash forecast your CFO rebuilds every month, so you see the squeeze coming.
Fractional CFO"I'm making big decisions on gut feel."
How we help
Pricing, hiring, and expansion modeled before you commit, with a CFO at your leadership table.
Fractional CFO"My bank keeps asking for things I don't have."
How we help
Normalized earnings, debt service coverage, and a clean lender package that answers their questions.
Bankability Advisory"I'd like to sell someday. What's it worth?"
How we help
A preliminary valuation and a readiness review that shows what a buyer will find and what to fix first.
Exit ReadinessWe meet you where the business is today.
Most owners start in one place and grow into the next. You don't have to buy everything at once.
- 1Getting organized
Clean, current books
Catch up, clean up, and set a reliable monthly close.
Accounting & Controller - 2Running on real numbers
Reporting you use
A monthly package and KPIs built around how you make money.
Accounting & Controller - 3Planning ahead
Forecasts and financing
Cash forecasting, budgets, and lender-ready financials.
Fractional CFO - 4Building value
Ready for what's next
Exit readiness and a value range, years before you need them.
Transaction 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
Tell us what's not working.
Most first conversations start with one problem. We'll tell you what it takes to fix it.