Controller & Accounting Services for Downtown Boca Raton
Controller and CFO-level accounting for Downtown Boca Raton businesses. Financial oversight for established companies that have outgrown basic bookkeeping.
Controller Services for Downtown Boca
Downtown Boca Raton has a concentration of established businesses that have moved past the startup phase. Law firms in Mizner Park, financial advisors near Camino Real, medical practices along Federal Highway. These are companies with real revenue, real complexity, and real need for financial oversight beyond basic bookkeeping.
We provide controller-level accounting for businesses in this position. Monthly review of your books, adjusting entries, reconciliation oversight, and accurate financial statements. The work a controller does without adding a full-time salary to your payroll.
Monthly Review and Close
Monthly Review and Close
We review your internal bookkeeping work, catch errors before they compound, make adjusting entries for accruals and prepaids, and close the books properly each month. You get financials you can trust.
Financial Statement Accuracy
Financial Statement Accuracy
Balance sheet and income statement that reflect reality. We reconcile accounts, verify classifications, and ensure your numbers hold up to scrutiny from lenders, partners, or buyers.
Staff Guidance
Staff Guidance
If you have internal bookkeeping staff, we work directly with them. Process improvements, best practices, and oversight that raises the quality of their work without micromanaging.
CFO Advisory
CFO Advisory
For businesses that need strategic financial guidance beyond accounting. Cash flow planning, forecasting, scenario modeling, and the kind of analysis that informs major decisions. Controller services Boca Raton businesses rely on when growth gets serious.
Downtown Boca Businesses We Serve
The businesses around Mizner Park and Royal Palm Place tend to share certain characteristics. They’ve been operating for years. They have employees and real overhead. Their owners are focused on running the business, not reconciling bank accounts. And they’ve usually outgrown whatever bookkeeping arrangement got them this far.
We work with companies doing $1M to $20M in revenue. Big enough to need professional financial oversight. Not so big that a full-time CFO makes sense yet.
Professional Services
Professional Services
Law firms, architects, engineers, marketing agencies, and consultants throughout downtown. Professional services firms need clean financials for partner distributions, client profitability tracking, and year-end planning. We make sure the numbers are right.
Financial Services
Financial Services
Insurance agencies, mortgage brokers, RIAs, and private lenders. Regulatory requirements mean your books need to be accurate and audit-ready. We provide the oversight that keeps you compliant.
Medical and Dental Practices
Medical and Dental Practices
Clinics, dental offices, and specialty practices near Boca Raton Regional. Revenue recognition is complicated when you’re dealing with insurance reimbursements and patient balances. We reconcile what you billed to what you collected.
Real Estate and Property Management
Real Estate and Property Management
Brokerages, property managers, and investment groups operating in downtown and across Palm Beach County. Multiple entities, complex transactions, and commission splits that need proper accounting treatment.
Common Questions
Where is your office located?
We're on Palmetto Park Road in Boca Raton. Downtown Boca businesses are right in our backyard. Most client work happens remotely, but we're available for in-person meetings when you need them.
What size businesses do you work with?
Typically established companies doing $1M to $20M in revenue. Businesses that have grown past basic bookkeeping and need controller-level oversight but aren't ready to hire a full-time controller.
Do you do day-to-day bookkeeping?
No. We provide controller-level oversight for businesses that already have bookkeeping handled internally or by another provider. We review the work, make corrections, and ensure your financials are accurate.
What does controller service cost?
Controller Essentials starts at $3,200 per month. Controller Premium starts at $4,000 per month. Your actual cost depends on complexity and the level of support you need.
Can you help if our books are a mess?
Yes. We offer financial records cleanup to get your books to a reconciled state before moving into ongoing controller support. Pricing depends on transaction volume and how many periods need work.
Premium Controller & CFO Advisory Firm
Next Step:
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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