Controller and CFO Advisory for Margate Businesses
Controller-level accounting and CFO advisory for Margate businesses. Financial oversight, strategic guidance, and tax planning from a Boca Raton CPA firm.
Financial Leadership for Margate Businesses
Margate businesses that have grown past the startup phase often find themselves in an awkward position. Too complex for a part-time bookkeeper to handle alone, but not large enough to justify a full-time controller or CFO. The owner ends up reviewing financials they don’t fully trust and making decisions without the strategic insight they need.
We provide controller-level oversight and CFO advisory services for established Margate businesses. Our office is in Boca Raton, about 25 minutes away, but most of our work happens remotely. What matters is the quality of financial guidance you receive, not how often we sit in the same room.
Controller Oversight
Controller Oversight
Monthly review of your bookkeeper’s work, error correction, adjusting entries, and proper month-end close. Your financial statements become reliable because someone qualified is checking them.
CFO Advisory
CFO Advisory
Strategic financial guidance for business owners who need more than accurate books. Cash flow planning, forecasting, scenario analysis, and the kind of financial perspective that supports better decisions.
Tax Planning
Tax Planning
Proactive tax strategy throughout the year rather than scrambling at filing time. We identify opportunities to reduce tax liability and implement them before December 31st passes.
Business Tax Returns
Business Tax Returns
Annual federal and state business tax returns for our accounting clients. Returns prepared correctly because we’ve maintained oversight of your books all year.
Margate Businesses We Work With
Margate sits at the crossroads of Broward County with good access to Fort Lauderdale, Coral Springs, and the broader South Florida market. The city has a solid base of healthcare practices, service businesses, contractors, and retail operations that have been around for years. Many of these businesses have grown steadily and now need financial infrastructure that matches their size.
We work with companies doing $1M to $10M in annual revenue. Businesses where the owner has built something real but lacks the financial clarity to plan the next phase. If you’re making decisions based on bank balances instead of actual financial analysis, that’s the gap our Boca Raton advisory services fill.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, therapy providers, and specialty clinics. Healthcare accounting involves insurance receivables, patient balances, and revenue timing that requires proper oversight to report accurately.
Service Businesses
Service Businesses
B2B service companies, staffing firms, IT providers, and professional services. Businesses with recurring revenue, multiple service lines, and the complexity that comes with serving commercial clients.
Contractors and Trades
Contractors and Trades
General contractors, HVAC, electrical, plumbing, and specialty trades working throughout Broward County. Job costing, work-in-progress accounting, and financial reporting that supports bonding requirements.
Retail and Distribution
Retail and Distribution
Established retailers and wholesale distributors with inventory to track, margins to monitor, and cash flow patterns that require real financial oversight rather than basic bookkeeping.
Common Questions
You're based in Boca Raton. Do you work with Margate businesses?
Yes. Margate is about 25 minutes from our office, and most of our work happens remotely regardless. We serve businesses throughout Broward and Palm Beach counties.
What size business do you typically work with?
Established businesses with revenue typically ranging from $1M to $10M. Companies that have grown past basic bookkeeping needs and require real financial oversight and strategic guidance.
Do you provide basic bookkeeping services?
Our services assume you have internal bookkeeping staff or an existing bookkeeper. We provide controller-level oversight, review, and correction of their work rather than day-to-day transaction entry.
What does controller-level oversight include?
Monthly review of your books, error correction, adjusting entries for accruals and prepaids, reconciliation review, and month-end close. We ensure your financial statements are accurate and complete.
Can you help with tax planning and business tax returns?
Yes. Tax planning is part of our advisory work, and we prepare business tax returns for our accounting services clients. We focus on strategies that reduce tax liability legally and effectively.
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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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