Controller & Advisory Services for Lauderdale Lakes Businesses
Controller and CFO-level services for Lauderdale Lakes businesses. Strategic financial oversight from our Boca Raton office.
Financial Leadership for Lauderdale Lakes
Lauderdale Lakes has a lot of businesses that have grown past the startup phase. Healthcare practices along Oakland Park Boulevard. B2B service companies working across Broward County. Retail operations that have been serving the community for years. What many of them share is a need for financial oversight that goes beyond basic bookkeeping.
We provide controller services and CFO-level advisory from our Boca Raton office. The kind of strategic financial guidance that helps business owners make better decisions, not just track transactions after the fact.
Controller Oversight
Controller Oversight
Monthly review of your books, adjusting entries, reconciliation verification, and accurate financial statements. We catch errors, make corrections, and ensure your numbers reflect reality.
CFO Advisory
CFO Advisory
Strategic financial planning for businesses ready to grow. Cash flow forecasting, scenario analysis, and the kind of guidance that helps you make decisions with confidence.
Financial Cleanup
Financial Cleanup
Books that have fallen behind or contain years of accumulated errors need attention before moving forward. We restore your records to a clean, accurate state.
Tax Planning
Tax Planning
Business tax returns and year-round planning that minimizes your tax burden legally. Coordinated with your overall financial strategy, not treated as an afterthought.
Lauderdale Lakes Businesses We Work With
The business community here is more diverse than outsiders realize. There are medical practices and clinics serving the local population. Service companies that operate across South Florida. Retail businesses along the main corridors that have been here for decades. Each one has different financial needs, but they all benefit from having someone who can look at the big picture.
We work with business owners who want to understand their numbers, not just collect them. People who are ready for Boca Raton advisory services that help them make smarter decisions about growth, hiring, and investment.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, therapy providers, and clinics. Revenue recognition, insurance receivables, and the financial complexity that comes with healthcare require experienced oversight.
B2B Service Companies
B2B Service Companies
IT services, staffing agencies, commercial contractors, and business consultants. Companies serving other businesses need financials that support contract negotiations, growth planning, and client confidence.
Retail Operations
Retail Operations
Established retail businesses with inventory, employees, and real operating complexity. Financial statements that help you understand margins, manage cash flow, and plan for the future.
Professional Services
Professional Services
Law firms, insurance agencies, accounting practices. Service businesses where the principals are focused on clients and need someone watching the financial side with equal attention.
Common Questions
Do you work with businesses in Lauderdale Lakes?
Yes. We serve clients throughout Broward County from our Boca Raton office. Most of our work happens remotely, with in-person meetings available when needed.
What size businesses do you work with?
Generally businesses doing $500K to several million in annual revenue. Companies that have outgrown basic bookkeeping but don't need a full-time CFO on staff.
What's the difference between controller services and bookkeeping?
Bookkeeping records transactions. Controller services provide oversight, analysis, and strategic financial management. We review your books, make adjustments, and ensure your financial statements are accurate and useful for decision-making.
Do you handle day-to-day bookkeeping?
No. We provide controller-level oversight for businesses that already have bookkeeping handled, either internally or through another provider. We ensure that work is done correctly.
How do we get started?
We start with a conversation about your business, your current financial setup, and what you're trying to accomplish. From there we'll recommend the right level of service.
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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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