Controller & CFO Services for Royal Palm Business Owners
Controller and CFO-level financial services for Royal Palm Yacht & Country Club business owners. Local expertise from a Boca Raton firm.
Financial Leadership for Royal Palm Business Owners
Royal Palm Yacht & Country Club is home to successful business owners who built companies worth protecting. The financial complexity that comes with that success requires more than a bookkeeper entering transactions. It requires someone who understands financial strategy, can identify problems before they become expensive, and delivers the kind of reporting that supports real decisions.
Jargo provides controller services in Boca Raton for established businesses that need executive-level financial oversight. We are based on Palmetto Park Road, minutes from Royal Palm, and we serve business owners throughout the community who expect their financial operations to run at the same level as everything else in their lives.
Controller Oversight
Controller Oversight
Monthly review of your financial records with error correction, reconciliation verification, and proper adjusting entries. We ensure your bookkeeping staff produces accurate financials you can actually rely on.
CFO Advisory
CFO Advisory
Strategic financial guidance for business owners who need more than accounting. Cash flow planning, forecasting, scenario analysis, and the kind of financial perspective that helps you make better decisions about growth and capital.
Tax Planning
Tax Planning
Year-round tax strategy that goes beyond filing returns. We identify opportunities throughout the year and coordinate with your existing advisors to minimize what you owe.
Financial Cleanup
Financial Cleanup
If your records have fallen behind or previous accountants left things in disarray, we restore your financials to a clean, accurate state before moving forward with ongoing oversight.
Royal Palm Businesses We Serve
The business owners who live in Royal Palm tend to run established companies with real complexity. Multiple revenue streams, employees, significant transactions, and the kind of financial activity that demands proper controls. Many have outgrown their original accountant but don’t need or want a large firm that treats them like a number.
We work with business owners whose companies generate enough revenue to justify controller-level support. Typically $1 million and up in annual revenue, though the real qualifier is complexity. If your finances have grown past what basic bookkeeping can handle, that’s who we serve.
Professional Services
Professional Services
Law firms, consultancies, and advisory practices run by principals who live in Royal Palm. We handle the financial oversight so you can focus on clients and growing the practice.
Real Estate and Development
Real Estate and Development
Property investors, developers, and real estate professionals with multiple holdings. We manage the financial complexity across entities and provide reporting that shows true performance by property or project.
Medical and Dental Practices
Medical and Dental Practices
Physicians, dentists, and specialists who own their practices. Healthcare accounting has unique requirements around insurance receivables and revenue recognition. We ensure your financials reflect reality.
Business Owners with Multiple Entities
Business Owners with Multiple Entities
Many Royal Palm residents own several businesses or have holding company structures. We provide consolidated oversight and ensure each entity maintains proper books while giving you the full picture.
Common Questions
What distinguishes your services from a typical bookkeeping firm?
We provide controller and CFO-level financial guidance, not basic bookkeeping. Our focus is on financial strategy, accurate reporting, and business advisory. We work with established companies that already have bookkeeping staff or systems in place and need executive-level oversight.
How do you work with business owners who have multiple entities?
We handle consolidated financial oversight across multiple companies, ensuring each entity has proper accounting controls while giving you a clear picture of the overall financial position. This is common among our clients.
What does controller services cost?
Controller Essentials starts at $3,200 per month. Controller Premium starts at $4,000 per month. We provide a specific quote after understanding your business structure and needs.
Can we meet in person?
Yes. Our office is on Palmetto Park Road in Boca Raton. We meet with clients regularly and are available for in-person consultations when needed.
Do you prepare business tax returns?
Yes, for our accounting services clients. We also provide tax planning throughout the year so there are no surprises when filing season arrives.
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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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