Controller & CFO Services for Lake Eden Businesses
Controller oversight and fractional CFO services for Lake Eden business owners. Strategic financial leadership from a Boca Raton CPA firm.
Financial Leadership for Lake Eden Business Owners
We provide controller and CFO services for business owners in Lake Eden and across Boynton Beach. Not bookkeeping. The strategic financial oversight that comes after your books are in order. Monthly closes that actually close, financials you can trust, and guidance on the decisions that matter.
Our firm is based in Boca Raton, just down the road. We work with established businesses throughout Palm Beach County that need more than a bookkeeper but aren’t ready to hire a full-time finance executive. That’s the gap we fill as your Boca Raton fractional CFO partner.
Controller Oversight
Controller Oversight
Controller services that ensure your books are accurate and your month-end close actually happens. We review your bookkeeper’s work, make adjusting entries, and deliver financials you can rely on for decisions.
Fractional CFO
Fractional CFO
Executive-level financial leadership without the executive salary. Cash flow forecasting, scenario planning, KPI development, and strategic guidance for business owners who want to grow with a plan.
Financial Cleanup
Financial Cleanup
Books that have drifted need correction before you can move forward. We restore outdated or inaccurate records to a reconciled state so you have a clean foundation to build on.
Tax Planning and Compliance
Tax Planning and Compliance
Proactive tax strategy throughout the year. We coordinate with your CPA or handle business returns directly. No surprises in April because we’ve been planning all along.
Lake Eden and Boynton Beach Industries We Serve
Boynton Beach has grown into a mix of professional offices, healthcare practices, and service businesses. Lake Eden sits in the middle of it all. Business owners here run companies along Congress Avenue, in the medical corridors, and throughout the region. They need financial oversight that matches the complexity of their operations.
We work with companies doing $500K to $10M in revenue. Big enough to have real financial complexity. Established enough to benefit from strategic guidance rather than just transaction processing.
Professional Services
Professional Services
Law firms, architects, engineers, and consultants throughout Boynton Beach. We track profitability by client and matter, manage partner distributions, and provide the financial clarity professional services firms need to grow deliberately.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, and therapy providers. Revenue cycle accounting is complicated. We reconcile what you billed to what you collected and make sure your financials reflect the actual health of the practice.
Construction and Trades
Construction and Trades
General contractors and specialty trades working across Palm Beach County. Job costing, progress billing, and financials that support bonding requirements and lender relationships.
Retail and E-commerce
Retail and E-commerce
Brick-and-mortar shops in Boynton Beach and online sellers across South Florida. Inventory accounting, multi-channel revenue tracking, and the financial visibility to know which products and channels actually make money.
Common Questions
Do you work with businesses owned by Lake Eden residents?
Yes. We work with business owners throughout Boynton Beach and Palm Beach County. Whether your company operates locally or across South Florida, we provide the same level of controller and CFO support.
What size businesses do you typically work with?
Established businesses that have outgrown basic bookkeeping but aren't ready for a full-time CFO. Usually companies with revenue from $500K to $10M that need strategic financial oversight.
Do you handle day-to-day bookkeeping?
Our services focus on controller oversight and CFO-level guidance. If you have internal staff handling bookkeeping, we review their work, make corrections, and ensure your financials are accurate. We can also help you find the right bookkeeping support if needed.
How often do we meet?
Monthly at minimum. Controller clients get regular review meetings to discuss financials and address issues. CFO advisory clients have additional strategic sessions depending on what's happening in the business.
Can you help with tax planning?
Yes. Tax planning is part of our advisory work. We coordinate with your CPA or handle business tax returns directly for existing 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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