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 SMART ACCOUNTING
WITH STRATEGY


 SO YOU CAN

CASH FLOW

Get Help

Learn More


Jackson CFO is dedicated to helping SMB owners and CEO's acquire, build, cash
flow, and sell businesses.

From our experience working in finance leadership positions, we've learned that
small and medium sized businesses need the experience of a CFO just as much, if
not more than, big businesses do. Businesses between $5 million and $25 million
in revenue often struggle with getting the right balance of financial support.
Most start with tax services and have some sort of hybrid in-house/outsourced
bookkeeping. Businesses on the upper end of the range may have a full-time
Controller as a one-person accounting team. Most businesses in this range don't
have the help of an experienced CFO, which is a crucial part of a
high-performing finance team.

 

The growth hurdles experienced withing this range of growth are significant -
think of activities like raising debt or equity capital, strategic financial
planning, acquisition & exit support, or designing a tech stack to scale your
business. These activities can place a huge burden on businesses who aren't
equipped with a CFO to guide them over the hurdles and into the next stage of
growth. 




OUR CLIENTS ARE

 * Professional service firms (attorneys, engineers, architects)

 * Boutique hotels, real estate investors and property managers

 * Health professionals (doctors, dentists, veterinarians)

 * Retailers & manufacturers (online & on-site)


WHO TYPICALLY

 * Have 5-50 employees with revenues ranging from $5 million to $25 million

 * Experience difficulty getting strategic financial support from current
   finance team

 * Are growth-oriented and proactive towards overcoming growth hurdles

 * Want a well-designed, modern financial system that can scale with their
   business

 * Have difficulty getting succinct and timely financial data key to running
   their business


A BALANCED APPROACH


WE DO A CAREFUL ASSESSMENT OF YOUR BUSINESS AND DESIGN A PLAN TO MEET YOUR
SPECIFIC NEEDS. BELOW IS A SUMMARY OF SERVICES THAT WE PROVIDE. 
 


CLOUD-BASED
BOOKKEEPING

 * Reliable Bookkeeping

 * Invoicing & Payables Processing

 * Payroll Processing

 * Financial Reporting


PROFESSIONAL
CONTROLLERS

 * Financial System Design & Optimization

 * Accrual Based Accounting

 * Treasury Management

 * Process Design & Automation


EXPERIENCED  CFO S

 * Key Stakeholder Reporting

 * Strategic Planning & Modeling

 * Capital Financing

 * M&A Support

 * Business Intelligence


GET STARTED

1

Schedule a Free Consultation

Click below to contact us. We'll connect and learn about your business' goals
and needs and see how we can help.

2

Receive a

Custom Quote

We'll formulate a unique blend of services with the goal of increasing the value
of your business.

Get Help


3

Lead

Confidently

Enjoy the peace of mind and freedom to focus on leading your business rather
than worrying about it. 


HAVE A BOOKKEEPER OR TAX PLANNER ALREADY? NO PROBLEM, WE'RE EXPERTS AT
PARTNERING WITH YOUR TEAM TO GIVE YOUR BUSINESS THE FULL SPECTRUM OF SERVICES IT
NEEDS.  

> “Before working with Jackson CFO, we did the best we could with our finances.
> But doing the best you can is not the safest practice as profits, expenses,
> and taxes go up. They immediately brought clarity and wisdom to how we managed
> our money and planned for future growth. And more than that, they brought us
> peace of mind."

Geoff - Video Marketing Agency

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info@jacksoncfo.com

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