Controller and CFO Services for Boca Del Mar Businesses
Controller and fractional CFO services for Boca Del Mar businesses. Financial leadership, strategic oversight, and tax planning for established companies.
Financial Leadership for Boca Del Mar
Jargo provides controller and CFO services for established Boca Del Mar businesses that need financial leadership beyond basic bookkeeping. Monthly financial oversight, strategic analysis, and the guidance to make informed decisions about growth, cash flow, and profitability.
Our clients in Boca Del Mar typically have bookkeeping staff or systems already in place. What they need is someone to review that work, catch errors, make proper adjustments, and translate the numbers into business insight. That’s where Boca Raton fractional CFO expertise becomes valuable.
Controller Services
Controller Services
Monthly review of your books, error correction, adjusting entries for accruals and prepaids, and a proper month-end close. Your financial statements reflect reality instead of just what got entered.
Fractional CFO
Fractional CFO
Executive-level financial guidance without a full-time hire. Cash flow forecasting, scenario planning, KPI development, and strategic advice for business owners making significant decisions.
Financial Records Cleanup
Financial Records Cleanup
If your books have fallen behind or contain errors from prior periods, we restore them to a clean, reconciled state. Proper foundation work before ongoing services begin.
Business Tax Services
Business Tax Services
Tax return preparation and planning for existing clients. Returns filed correctly because the books we oversee are accurate all year. Quarterly estimates and planning to avoid surprises.
Boca Del Mar Businesses We Serve
Boca Del Mar has grown from a quiet residential community into an area with a substantial base of professional services firms, healthcare practices, and service businesses. Many owners here have built operations that now require more sophisticated financial management than they did five or ten years ago.
We work with businesses doing $1M to $10M or more in annual revenue. Companies that have real financial complexity and need a CPA with executive experience to help navigate it. Not startups figuring out QuickBooks, but established operations ready for the next level of financial oversight.
Professional Services
Professional Services
Law firms, consultants, marketing agencies, and other professional practices in Boca Del Mar. We track profitability by client and matter, manage partner distributions, and provide the controller oversight that keeps financial statements accurate.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, and specialty clinics. Revenue cycle complexity, insurance receivables, and multi-provider structures require financial leadership that understands healthcare accounting.
B2B Services
B2B Services
IT services, staffing agencies, commercial contractors, and business consultants serving clients across South Florida. We help manage cash flow timing, project profitability, and the financial planning these businesses need to grow.
Retail and E-commerce
Retail and E-commerce
Established retailers and online sellers with inventory, multiple sales channels, and the financial complexity that comes with scale. Proper cost tracking, margin analysis, and sales tax compliance across jurisdictions.
Common Questions
Do you work with businesses throughout Boca Del Mar?
Yes. We serve businesses in Boca Del Mar and throughout the greater Boca Raton area. Most of our work happens remotely, though we can meet in person when needed since our office is nearby in Boca Raton.
What size businesses do you typically work with?
We work with established businesses that have moved past the startup phase and need more than basic bookkeeping. Most of our clients have existing bookkeeping staff or systems in place and need controller-level oversight or CFO guidance.
How is this different from regular bookkeeping?
We provide financial leadership rather than transaction processing. That means reviewing your team's work, making adjusting entries, analyzing financial performance, and advising on business decisions. We work with your existing bookkeeping rather than replacing it.
What does controller services cost?
Controller Essentials starts at $3,200 per month. Your actual cost depends on the complexity of your business and the level of oversight required. We provide an exact quote after understanding your situation.
Can you help if our books are behind or inaccurate?
Yes. We offer financial records cleanup to restore your books to a current, reconciled state before moving into ongoing controller services. This ensures we're building on a solid foundation.
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Let's Talk About Your Business
Tell us about your business and your goals. We'll discuss how Jargo can support your financial operations and growth.
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