Controller & CFO Services for Boca Raton Businesses
Executive-level accounting and controller services for established Boca Raton businesses. Financial oversight, strategic guidance, and tax planning from a local CPA.
Executive Accounting for Boca Raton
Jargo provides controller services in Boca Raton for businesses that have moved beyond basic bookkeeping needs. We handle the financial oversight, month-end close, and strategic guidance that growing companies require without the cost of hiring a full-time controller or CFO.
Our founder spent 16 years as a CFO and Executive VP. That experience shapes how we approach client work. We understand what business owners need from their financial function because we’ve been on the inside making those decisions.
Controller Services
Controller Services
Monthly review and oversight of your internal bookkeeping. We handle adjusting entries, reconciliation review, error correction, and month-end close. Your financial statements become reliable tools for decision making.
Fractional CFO
Fractional CFO
Executive-level financial leadership on a fractional basis. Cash flow planning, forecasting, scenario modeling, and strategic guidance for Boca Raton businesses ready to grow or navigate transitions.
Financial Records Cleanup
Financial Records Cleanup
Restoration of outdated or inaccurate books to a current, reconciled state. We correct prior-period transactions, clean up your balance sheet, and deliver financials you can trust going forward.
Business Tax Returns
Business Tax Returns
Annual federal and state tax return preparation for clients using our controller services. Clean books all year mean straightforward tax filing and better planning opportunities.
Boca Raton Industries We Serve
Boca Raton has a concentration of professional services firms, healthcare practices, and established retail operations. These businesses share a common challenge. They’ve grown past the point where basic bookkeeping is enough, but a full-time CFO doesn’t fit the budget or the workload.
We fill that gap. Our clients have internal staff handling day-to-day transactions. We provide the oversight, accuracy checks, and financial leadership that turns their bookkeeping into useful financial intelligence.
Professional Services
Professional Services
Law firms, architects, consultants, and agencies throughout Boca Raton. We ensure accurate overhead allocation, partner reporting, and financials that support informed business decisions.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, and specialty clinics. We understand the complexity of insurance receivables, patient balances, and the revenue recognition timing unique to healthcare.
Retail and E-commerce
Retail and E-commerce
Established retailers and online sellers managing inventory, multi-channel sales, and sales tax across jurisdictions. We bring controller-level accuracy to businesses with complex transaction flows.
Construction and Trades
Construction and Trades
General contractors and specialty trades working in Palm Beach County. Job costing, progress billing, and financial tracking that supports accurate bidding and profitability analysis.
Common Questions
What size business do you typically work with?
We work with established businesses that have outgrown basic bookkeeping but don't need a full-time CFO. Most clients are doing $1M to $20M in revenue and have internal bookkeeping staff that needs controller-level oversight.
Do you handle day-to-day bookkeeping?
No. We provide controller and CFO-level services that sit above bookkeeping. If you have internal staff handling transactions, we review their work, make corrections, handle month-end close, and ensure your financials are accurate.
What does controller services cost?
Controller Essentials starts at $3,200 per month. Your actual cost depends on transaction complexity and the level of oversight required. We quote after reviewing your current situation.
Are you based in Boca Raton?
Yes. Our office is on Palmetto Park Road. We work with clients throughout Boca Raton, Palm Beach County, and South Florida. Most work happens remotely, but we meet in person when it makes sense.
Can you help if our books are behind or inaccurate?
Yes. We offer financial records cleanup to get your books current and accurate before transitioning to ongoing controller services. This is often the first step for new clients.
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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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