Controller and CFO Services for Palm Beach Gardens Businesses
Controller-level accounting and CFO advisory for Palm Beach Gardens businesses. Strategic financial leadership for established companies ready for more than basic bookkeeping.
Palm Beach Gardens Accounting Services
Palm Beach Gardens has a concentration of established businesses that need more than bookkeeping software and a part-time data entry person. Corporate offices along PGA Boulevard. Professional firms throughout the Gardens. Medical practices near the hospitals. These businesses have real financial complexity and need oversight that matches.
We provide Boca Raton advisory services to businesses throughout Palm Beach Gardens. Controller-level review and oversight for companies with internal bookkeeping staff. CFO advisory for owners who need strategic guidance on cash flow, growth planning, and financial decision-making. The financial leadership that supports a business ready to operate at a higher level.
Controller Services
Controller Services
Monthly review of your internal team’s work. Error correction, adjusting entries, reconciliation review, and proper month-end close. Controller oversight that ensures your financial statements are accurate and complete.
Fractional CFO
Fractional CFO
Executive-level financial leadership without a full-time executive salary. Forecasting, cash flow planning, scenario modeling, and strategic guidance for businesses making significant decisions about growth or capital.
Financial Records Cleanup
Financial Records Cleanup
Previous bookkeeper left a mess? We restore outdated or inaccurate records to a fully reconciled state. Proper categorization, corrected balances, and a clean foundation for accurate reporting going forward.
Business Tax Services
Business Tax Services
Tax planning integrated with your financial strategy throughout the year. Business tax return preparation for our accounting clients. No scrambling in March because we know your numbers already.
Palm Beach Gardens Businesses We Serve
The business mix in Palm Beach Gardens skews toward professional services, healthcare, and corporate operations. These aren’t businesses that need someone to categorize transactions. They need someone who understands financial statements well enough to catch errors, spot trends, and provide guidance that actually helps the owner make decisions.
Our clients typically have bookkeeping staff handling daily transactions but lack the controller-level expertise to ensure everything is done correctly. They’ve grown past the point where the owner can review the books personally, but they’re not large enough to justify a six-figure controller hire.
Professional Services
Professional Services
Law firms, consulting practices, marketing agencies, architects, and engineers. Partner distributions, project profitability tracking, and financials that support the business decisions partners need to make.
Healthcare Practices
Healthcare Practices
Medical offices, dental practices, specialty clinics, and therapy providers. Revenue cycle complexity requires books that accurately reflect the timing between services rendered and payments collected.
Financial Services
Financial Services
Insurance agencies, mortgage brokers, wealth advisors, and private lenders. Compliance requirements and client trust demand accurate, well-organized financial records.
B2B Service Companies
B2B Service Companies
IT services, staffing agencies, commercial contractors, and business consultants operating throughout Palm Beach County. Companies with complexity in billing, receivables, and cost tracking that basic bookkeeping doesn’t address.
Common Questions
What size businesses do you work with in Palm Beach Gardens?
We work with established businesses that have outgrown basic bookkeeping but don't need a full-time CFO or controller. Typically companies with $1M to $10M in revenue that require strategic financial oversight and accurate reporting.
Do you provide basic bookkeeping services?
No. We provide controller and CFO-level services for businesses that already have bookkeeping staff in place. We review, correct, and close the books your team produces. If you need basic bookkeeping, we can recommend other firms.
How often would we meet?
Monthly review meetings are standard, with additional availability for strategic discussions as needed. We also provide quarterly strategic reviews for clients who need deeper planning support.
Can you help clean up messy books from previous bookkeepers?
Yes. Financial records cleanup is one of our core services. We restore inaccurate or outdated records to a fully reconciled state, then provide ongoing controller oversight to keep them accurate.
Do you handle tax returns?
Business tax return preparation is available exclusively to our accounting services clients. Tax planning and strategy are part of our advisory work throughout the year.
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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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