Controller & CFO Services for Sunrise Businesses
Controller and CFO-level accounting for Sunrise businesses. Financial oversight, strategic planning, and tax services for established companies.
Financial Leadership for Sunrise Companies
Sunrise has grown into a significant business center in Broward County. Between the corporate parks along University Drive, the retail activity around Sawgrass Mills, and the hospitality businesses serving the arena, there are established companies here that need more than a bookkeeper checking boxes every month.
We provide controller services from Boca Raton for Sunrise businesses that have bookkeeping staff but lack financial leadership. Monthly close oversight, financial statement review, and the strategic guidance that comes from having a CPA with C-suite experience involved in your numbers.
Controller Oversight
Controller Oversight
Monthly review of your internal bookkeeper’s work. We catch errors, post adjusting entries, ensure proper accruals and prepaids, and deliver financial statements you can trust for decision-making.
CFO Advisory
CFO Advisory
Strategic financial guidance for businesses ready to grow. Cash flow forecasting, scenario planning, KPI development, and the financial analysis that informs major decisions about expansion or capital.
Records Cleanup
Records Cleanup
If your books have drifted into disarray over months or years, we restore them to an accurate, reconciled state. Proper foundation work before ongoing controller services begin.
Business Tax Returns
Business Tax Returns
Annual federal and state tax return preparation for our accounting clients. Returns built on financials we’ve reviewed all year, not a scramble to reconstruct records in March.
Sunrise Businesses We Serve
The businesses around Sawgrass Mills and the Amerant Bank Arena generate significant economic activity in Sunrise. Retail operations, restaurants, hotels, and the service companies supporting them all need accurate financial reporting. But beyond hospitality, Sunrise has corporate offices, professional firms, and distribution operations that require real financial oversight.
We work with companies doing $1M to $20M in revenue. Businesses large enough to have internal accounting staff, but not large enough to justify a full-time controller or CFO on payroll.
Retail Operations
Retail Operations
Multi-location retailers, specialty stores, and businesses connected to the Sawgrass Mills corridor. Inventory accounting, sales tax across jurisdictions, and controller review that keeps financials accurate as transaction volume grows.
Hospitality and Entertainment
Hospitality and Entertainment
Hotels, restaurants, and event-related businesses serving visitors to the arena and mall. High transaction volume, tip reporting, and the cash flow timing issues that hospitality companies deal with constantly.
Professional Services
Professional Services
Law firms, consultants, marketing agencies, and professional offices in the corporate parks along University and Oakland Park. We track profitability by client and ensure your internal team posts revenue correctly.
B2B and Distribution
B2B and Distribution
Wholesalers, distributors, and B2B service companies using Sunrise as a base to serve South Florida. Inventory costing, accounts receivable management, and financial reporting that supports growth.
Common Questions
What size businesses do you work with in Sunrise?
We work with established businesses that have outgrown basic bookkeeping. Typically companies with internal staff handling day-to-day transactions who need controller oversight to ensure accuracy and provide strategic financial guidance.
Do you provide basic bookkeeping services?
No. We focus on controller and CFO-level work. If you have bookkeeping staff and need oversight, review, and strategic direction, that's what we do. If you need someone to categorize transactions and reconcile accounts, we're not the right fit.
How does working with a Boca Raton firm benefit my Sunrise business?
We're 20 minutes north on the turnpike and serve clients throughout South Florida. Most work happens remotely regardless of distance. When in-person meetings make sense, we're close enough to be there.
What industries in Sunrise do you typically serve?
Retail operations, hospitality businesses, professional services firms, and B2B companies. Sunrise has a mix of corporate offices and consumer-facing businesses, and we work with both.
Can you help clean up financial records before taking over controller duties?
Yes. We offer financial records cleanup to get your books to a reconciled, accurate state. Once that's complete, we transition to ongoing controller oversight.
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Tell us about your business and your goals. We'll discuss how Jargo can support your financial operations and growth.
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