Controller & CFO Services for Mizner Park Businesses
Executive accounting and CFO services for Mizner Park businesses. Controller oversight, financial strategy, and tax planning for established companies in downtown Boca Raton.
Financial Leadership for Mizner Park Businesses
We provide controller and CFO services for established businesses in Mizner Park. If you’ve moved beyond basic bookkeeping needs and require executive-level financial oversight, that’s what we do. Our Boca Raton fractional CFO practice works with companies that need accurate financials, strategic planning, and someone who can interpret the numbers rather than just record them.
Mizner Park attracts businesses that take their operations seriously. Professional services firms, boutique retailers, upscale restaurants. These aren’t startups figuring out invoicing. They’re established companies that need financial leadership to match their market position.
Controller Oversight
Controller Oversight
Controller services for businesses with internal bookkeeping staff. We review the work, make adjustments, close the books properly, and deliver financial statements you can trust. Your staff handles the daily entries. We make sure everything is accurate.
CFO Advisory
CFO Advisory
Strategic financial guidance for owners and executives. Cash flow forecasting, scenario planning, KPI development, and the kind of analysis that informs real business decisions. Not just what happened last month, but what it means for next quarter.
Financial Records Cleanup
Financial Records Cleanup
If your books have fallen behind or contain errors from prior periods, we fix them. Full reconciliation, balance sheet cleanup, and documentation of every adjustment. Clean foundation before ongoing work begins.
Business Tax Services
Business Tax Services
Tax planning and preparation for business clients. We work throughout the year to minimize your burden and prepare returns when filing deadlines arrive. No last-minute scrambles because we’ve been planning all along.
Mizner Park Businesses We Work With
The mix of businesses at Mizner Park includes law firms, wealth advisors, marketing agencies, boutique retailers, and restaurants that draw from across Palm Beach County. Different industries, but similar financial needs. Accurate books. Clear reporting. Someone who understands what the numbers mean for the business.
We typically work with companies doing $500K to $10M in revenue. Large enough to need real financial leadership, established enough to benefit from strategic guidance rather than just transaction processing.
Professional Services
Professional Services
Law firms, consultants, architects, and agencies with offices in and around Mizner Park. We track profitability by client or project, manage partner distributions, and keep financials ready for professional services firms that need to demonstrate financial health to clients or lenders.
Financial Services
Financial Services
RIAs, insurance agencies, and advisory firms serving the affluent Boca Raton market. Compliance matters in your industry, and so do accurate books. We provide the controller oversight that keeps your financial house in order.
Retail and Boutiques
Retail and Boutiques
High-end retailers operating in a competitive environment with real overhead. Inventory tracking, cash flow management, and financial reporting that shows which product lines and seasons actually drive profit.
Restaurants and Hospitality
Restaurants and Hospitality
Upscale dining establishments where margins are tight and execution matters. We handle the financial complexity of food cost analysis, labor tracking, and multi-location reporting for restaurants that take their numbers as seriously as their food.
Common Questions
Do you work with businesses located in Mizner Park?
Yes. We work with professional services firms, retailers, and restaurants throughout Mizner Park and downtown Boca Raton. Our office is nearby on Palmetto Park Road, so we know the area well.
What level of service do you provide?
We focus on controller and CFO-level work. That means financial oversight, strategic guidance, and executive reporting rather than day-to-day transaction entry. If you have bookkeeping staff who need supervision, or you need someone to interpret your numbers and plan ahead, that's what we do.
How much does controller support cost?
Controller Essentials starts at $3,200 per month. Pricing depends on the complexity of your business and the scope of work required. We'll give you an exact quote after understanding your situation.
Can you help if our books are a mess?
Yes. We offer financial records cleanup to get your books accurate and current before moving into ongoing controller work. Most businesses that come to us have some cleanup needed first.
Do you prepare business tax returns?
Yes, for clients using our accounting services. We handle federal and state business returns along with tax planning throughout the year so you're not surprised when filing deadlines arrive.
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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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