Controller and CFO Services for Lighthouse Point Businesses
Controller and advisory services for Lighthouse Point businesses. CFO-level financial guidance from a Boca Raton CPA firm serving South Florida.
Financial Leadership for Lighthouse Point Businesses
Lighthouse Point is a small city with a high concentration of successful business owners. The waterfront location, yacht clubs, and residential character attract people who have built something and want to maintain it. That often means business interests that require more than basic bookkeeping. It means needing someone who can provide real financial guidance.
We’re a Boca Raton firm that provides controller and CFO-level services to established businesses across South Florida. For Lighthouse Point business owners who need accurate financials and strategic thinking, we handle the financial leadership so you can focus on running operations.
Controller Services
Controller Services
Monthly oversight of your bookkeeping function. We review the work, catch errors, post adjusting entries, and close the books properly. Your internal staff handles transactions while we ensure accuracy and produce reliable financial statements.
CFO Advisory
CFO Advisory
Fractional CFO services for businesses that need strategic financial guidance. Cash flow planning, forecasting, scenario analysis, and decision support. The executive-level thinking without the executive-level salary.
Financial Cleanup
Financial Cleanup
If your books have gotten messy over time, we restore them to a clean, reconciled state. Correct the balance sheet, fix categorization issues, and deliver financials you can actually rely on going forward.
Tax Planning and Returns
Tax Planning and Returns
Business tax returns prepared by the same team that maintains your financials. Tax planning that identifies opportunities throughout the year instead of scrambling at year-end. Available to clients on ongoing service agreements.
Lighthouse Point Businesses We Serve
The business community in Lighthouse Point tends toward two types. There are service businesses that cater to the affluent residential population. And there are businesses owned by residents who built their success elsewhere and now run operations from this waterfront address. Both need sophisticated financial support that matches the complexity of their situations.
We work with established companies that have moved past startup mode. Businesses doing $1M to $20M in revenue that need accurate monthly financials, strategic planning support, and a financial partner who understands what it takes to run a real operation. Our Boca Raton advisory services extend throughout South Florida.
Marine and Boating
Marine and Boating
Lighthouse Point sits on the Intracoastal with direct ocean access. Marine businesses here include yacht services, boat sales, charter operations, and marine repair. We handle the inventory, job costing, and seasonal revenue patterns that make marine accounting distinct.
Professional Services
Professional Services
Consultants, attorneys, financial advisors, and agencies operating from Lighthouse Point. Professional service firms with partner distributions, project-based revenue, and clients who expect their advisors to have their own finances in order.
Real Estate and Property
Real Estate and Property
Property management companies, real estate investors, and development interests. Multiple entities, rental income, depreciation schedules, and the financial complexity that comes with real estate holdings.
Retail and Hospitality
Retail and Hospitality
Upscale retail, restaurants, and service businesses along Sample Road and throughout the area. High transaction volumes, inventory management, and the operational intensity that makes accurate financials essential for profitability.
Common Questions
Do you serve businesses in Lighthouse Point?
Yes. We're based in Boca Raton, about 15 minutes south. We work with businesses throughout Lighthouse Point and Broward County, handling most work remotely with in-person meetings as needed.
What size businesses do you work with?
Typically businesses with $1M to $20M in revenue. Companies that have outgrown basic bookkeeping but don't need a full-time CFO or controller on staff.
Do you provide day-to-day bookkeeping?
Our services assume you have internal bookkeeping staff or an existing bookkeeper. We provide controller oversight to ensure accuracy, plus CFO-level strategy and guidance.
What's the difference between controller and CFO services?
Controller services focus on accuracy and reporting. Making sure your books are correct, reconciled, and closed properly each month. CFO services focus on strategy. Cash flow planning, forecasting, financing decisions, growth planning.
How do we get started?
We start with a conversation about your business and what you need. If there's a fit, we'll propose a scope of work and pricing. Most engagements begin with cleaning up existing records if needed, then move into ongoing monthly service.
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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