Controller & CFO Services for East Boca Businesses
Executive accounting and CFO advisory for established East Boca businesses. Controller oversight, financial strategy, and tax planning from a Boca Raton CPA.
Financial Leadership for East Boca
East Boca businesses operate in a different environment than most of South Florida. The clientele expects more. The margins need to support higher costs. And the financial decisions carry real weight. A missed opportunity or a cash flow miscalculation shows up quickly when you’re running a business in this market.
We provide controller oversight and CFO advisory for established East Boca companies. Not bookkeeping services for startups, but executive-level financial guidance for business owners who need accurate numbers and someone who can help interpret them.
Controller Services
Controller Services
Monthly review of your books, correction of errors, adjusting entries, and a proper month-end close. Your bookkeeper handles the daily work. We make sure it adds up to financials you can trust.
CFO Advisory
CFO Advisory
Strategic financial planning for businesses making significant decisions. Cash flow forecasting, scenario modeling, KPI development, and the kind of analysis that helps you see around corners before problems arrive.
Tax Planning
Tax Planning
Year-round tax strategy rather than year-end scrambling. We work with your situation throughout the year so you’re not surprised in April. Business returns prepared for clients who use our accounting services.
Financial Cleanup
Financial Cleanup
If your records are unreliable or months behind, we fix them first. Reconciled accounts, corrected balance sheets, and a clean starting point for proper oversight going forward.
East Boca Businesses We Serve
The stretch from Camino Real to Spanish River draws a specific kind of business. Professional offices along Federal Highway. Retail and restaurants around Mizner Park and Royal Palm Place. Service companies that cater to the residential neighborhoods east of the Intracoastal. These aren’t businesses that need basic bookkeeping help. They need financial leadership.
We work with companies that have grown past the founder-does-everything stage. Businesses with employees, complexity, and decisions that require actual financial insight. Our Boca Raton fractional CFO services give you access to executive-level expertise without the cost of a full-time hire.
Professional Services
Professional Services
Law firms, consultants, architects, and agencies concentrated along the Federal Highway corridor. Partner compensation, utilization tracking, and financials that support strategic growth decisions.
Medical and Dental Practices
Medical and Dental Practices
Private practices serving East Boca’s population. Insurance receivables, revenue timing, overhead analysis, and the financial clarity needed to evaluate expansion or partnership opportunities.
Retail and Hospitality
Retail and Hospitality
Restaurants, boutiques, and service businesses around Royal Palm Place and the downtown area. Inventory management, labor cost tracking, and margin analysis for businesses where small percentages matter.
Real Estate and Property
Real Estate and Property
Property managers, brokers, and real estate investors operating in the coastal market. Multi-entity structures, commission tracking, and financial reporting across properties and portfolios.
Common Questions
What size businesses do you work with in East Boca?
Established companies that have moved past startup mode. Typically businesses with internal bookkeeping staff that need controller oversight, or owners who want CFO-level guidance for strategic decisions. Revenue usually ranges from $1M to $20M or more.
Do you handle basic bookkeeping?
Our services start at the controller level. We review and correct the work your bookkeeper does, handle month-end close, and ensure your financials are accurate. If you need someone to do the day-to-day transaction entry, we can recommend partners who handle that piece.
How is Jargo different from a traditional CPA firm?
Most CPA firms focus on tax returns and compliance after the year ends. We work with you throughout the year on financial strategy, cash flow planning, and operational decisions. Tax planning happens proactively, not in April.
Can we meet in person?
Yes. Our office is on Palmetto Park Road in Boca Raton. We meet with East Boca clients regularly, though much of the ongoing work happens remotely because it's more efficient for everyone.
What does controller service cost?
Controller Essentials starts at $3,200 per month. Pricing depends on complexity and the level of oversight your business requires. We'll give you an exact quote after understanding your situation.
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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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