Controller & Advisory Services for Palm Beach County
Controller and CFO-level financial services for Palm Beach County businesses. A Boca Raton firm serving the county we call home.
Our Home County
Our office is in Boca Raton. Palm Beach County is where we live and work, not just a market we target. We understand the business landscape here because we’re part of it. The seasonal rhythms, the industries that drive the local economy, the banking relationships that matter.
Jargo provides Boca Raton advisory services for established Palm Beach County businesses that have outgrown basic bookkeeping. If you have staff handling transactions but need someone to review their work, catch errors, and provide real financial insight, that’s what we do.
Controller Services
Controller Services
Controller-level oversight for businesses with internal bookkeeping. We review the work, make corrections, handle adjusting entries, and ensure your month-end close produces financials you can trust.
CFO Advisory
CFO Advisory
Strategic financial leadership for businesses ready to plan ahead. Forecasting, cash flow planning, scenario modeling, and the guidance you need when making significant decisions about growth or capital.
Financial Records Cleanup
Financial Records Cleanup
Books that haven’t been touched properly in months or years. We reconstruct, reconcile, and deliver clean financials so you have an accurate picture of where things actually stand.
Business Tax Returns
Business Tax Returns
Annual federal and state returns for our accounting clients. Because we’ve maintained your books all year, tax prep is straightforward and nothing gets missed.
Palm Beach County Industries
Palm Beach County has wealth, but it also has the businesses that support that wealth. Professional services firms in West Palm Beach. Marine operations along the Intracoastal. Construction companies that never run out of work. These aren’t startups figuring things out. They’re established operations with real financial complexity.
We work with business owners who recognize that accurate financials aren’t optional. They need numbers they can rely on for banking relationships, partner reporting, and strategic decisions.
Professional Services
Professional Services
Law firms, architects, consultants, and agencies throughout the county. Partner compensation, profitability by client, and financials that satisfy the scrutiny of sophisticated ownership groups.
Marine and Boating
Marine and Boating
Palm Beach County runs on water. Marinas, yacht services, boat dealers, and charter operations with complex revenue streams and seasonal cash flow that requires real financial planning.
Construction and Trades
Construction and Trades
Residential and commercial contractors working across the county. Job costing, progress billing, equipment tracking, and books that support bonding capacity and banking requirements.
Real Estate
Real Estate
Brokerages, property management companies, and developers. Multiple entities, commission structures, and the financial reporting that investors and lenders expect to see.
Common Questions
Where is your office located?
We're based in Boca Raton on Palmetto Park Road. Palm Beach County is home. We serve businesses throughout the county from West Palm Beach down to Boca and everywhere in between.
What size businesses do you work with?
Established businesses that have grown beyond basic bookkeeping needs. Typically companies with $1M to $20M in revenue that need controller-level oversight or CFO guidance but aren't ready for a full-time hire.
Do you provide basic bookkeeping services?
No. We provide controller and CFO-level services for businesses that already have bookkeeping staff or systems in place. We review, correct, and provide strategic oversight rather than handle day-to-day transactions.
Can you help clean up messy financials?
Yes. We offer financial records cleanup to restore outdated or inaccurate books to a current, reconciled state. Once clean, we can provide ongoing controller support to keep them accurate.
How is pricing structured?
Controller services start at $3,200 monthly. CFO advisory is custom priced based on scope. We quote after understanding your business so you know exactly what to expect.
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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