Controller & CFO Services for Golden Triangle Businesses
Executive-level accounting and controller services for Golden Triangle businesses. Strategic financial oversight from a CPA firm based minutes away in Boca Raton.
Financial Leadership for Golden Triangle Businesses
The Golden Triangle has become one of South Florida’s most concentrated areas for professional and corporate businesses. Law firms, financial advisors, medical practices, and company headquarters operate here because the location signals credibility. The financial operations behind these businesses need to match that standard.
We provide premium business accounting in Boca Raton with a focus on controller and CFO-level services. Our office is on Palmetto Park Road, close enough to meet when it matters. Most of our work happens remotely because that’s more efficient for everyone.
Controller Services
Controller Services
Monthly financial review, adjusting entries, reconciliation oversight, and a proper month-end close. Your internal staff handles daily transactions while we ensure the numbers are accurate and the statements are reliable.
Fractional CFO
Fractional CFO
Financial forecasting, cash flow planning, and strategic analysis for businesses that need executive guidance without a full-time hire. We help you understand what the numbers mean and what to do about them.
Financial Cleanup
Financial Cleanup
If your books have gotten messy over time, we restore them to a reconciled state. Balance sheet corrections, duplicate removal, and proper categorization so you’re working with numbers you can trust.
Tax Planning and Returns
Tax Planning and Returns
Business tax returns prepared by the same team that maintains your financials. No scrambling to gather documents or explain your business to a new preparer every spring. Tax returns flow naturally from clean books.
Golden Triangle Industries We Serve
Businesses in the Golden Triangle tend to share certain characteristics. They’ve been operating long enough to have complexity in their financials. They have staff or systems handling routine work but lack the oversight to catch errors and provide meaningful analysis. They need more than a bookkeeper but hiring a full-time CFO doesn’t make sense.
That’s the gap we fill. Professional services firms, healthcare practices, financial companies, and other established businesses that need sophisticated financial leadership without building an internal finance department.
Professional Services
Professional Services
Law firms, architects, engineers, consultants, and agencies. Partner compensation tracking, utilization analysis, and financial statements that support firm management decisions.
Financial Services
Financial Services
Insurance agencies, RIAs, mortgage brokers, and private lenders. Regulatory compliance considerations, commission tracking, and the financial clarity these businesses need for their own clients to take them seriously.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, specialty clinics, and therapy groups. Revenue recognition timing, insurance receivables, and the financial management that lets practitioners focus on patient care.
B2B Services
B2B Services
IT firms, staffing agencies, commercial services, and business consultants. Project profitability analysis, client-level tracking, and financial reporting that reveals which work is actually worth pursuing.
Common Questions
Where is your office located?
We're on Palmetto Park Road in Boca Raton, just minutes from the Golden Triangle. We work with clients throughout the area and can meet in person when needed.
What size businesses do you work with?
We typically work with established businesses that have outgrown basic bookkeeping and need controller-level oversight or CFO guidance. Most clients have internal staff handling day-to-day transactions.
Do you handle day-to-day bookkeeping?
Our services focus on controller oversight and strategic financial leadership rather than transaction entry. We work with your existing bookkeeping staff or systems to ensure accuracy and provide higher-level analysis.
What industries do you specialize in?
We work extensively with professional services firms, financial services companies, healthcare practices, and B2B service businesses. These are the types of businesses that typically need the strategic oversight we provide.
How is pricing structured?
Controller services start at $3,200 monthly. We quote based on complexity, transaction volume, and the level of strategic involvement required. No hourly billing that grows unpredictably.
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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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