Controller & CFO Services for Waterways Business Owners
Executive accounting and CFO advisory for Waterways business owners. Strategic financial leadership from a Boca Raton CPA firm.
Financial Leadership for Waterways Business Owners
Waterways attracts business owners who have built something substantial. The community sits along the canals of Deerfield Beach, ten minutes from our Boca Raton office. Many residents here run companies across South Florida that have grown past the point where QuickBooks and a part-time bookkeeper are enough. They need accurate financials, real oversight, and someone who understands the numbers at an executive level.
That’s what we provide. Jargo delivers controller and CFO advisory services for established businesses. Not basic bookkeeping. Strategic financial guidance from a CPA with sixteen years of C-suite experience running companies, not just advising them.
Controller Oversight
Controller Oversight
Controller-level review of your books each month. We catch errors, post adjusting entries, reconcile accounts, and deliver financials you can actually trust. Your internal staff handles transactions. We make sure the output is correct.
CFO Advisory
CFO Advisory
Strategic guidance for business decisions. Cash flow planning, forecasting, scenario analysis, KPI development. The financial perspective that helps you evaluate opportunities and avoid problems before they become expensive.
Financial Cleanup
Financial Cleanup
If your books have fallen behind or accumulated errors over time, we restore them to a clean, reconciled state. Proper categorization, corrected balances, and a solid foundation for ongoing oversight.
Tax Planning and Returns
Tax Planning and Returns
Business tax preparation built on books we’ve maintained all year. Quarterly estimates, year-end planning, and returns filed correctly because the underlying records are already accurate.
Waterways Business Owners We Work With
The Waterways community draws a certain type of business owner. People who have built successful companies and want to live somewhere pleasant while continuing to run operations across Palm Beach and Broward counties. Many own professional services firms, construction companies, or businesses tied to South Florida’s marine and hospitality economy.
These businesses share a common challenge. They’ve grown complex enough to need real financial leadership but not large enough to justify a full-time controller or CFO. We fill that gap with fractional support that scales to what you actually need.
Professional Services
Professional Services
Law firms, consultants, marketing agencies, architects, and engineers. Businesses where billable time and client profitability matter. We track utilization, analyze margins by service line, and keep your financials ready for partner review.
Marine and Boating
Marine and Boating
Waterways sits along the canals for a reason. Marine businesses including boat dealers, yacht services, charter operations, and marine repair require specialized accounting. We understand the seasonal cash flows and inventory complexity these businesses face.
Construction and Trades
Construction and Trades
General contractors, specialty trades, and builders working across South Florida. Job costing, progress billing, and financial reporting that supports bonding requirements and bank relationships.
Real Estate and Property
Real Estate and Property
Brokers, property managers, and investors with portfolios across Palm Beach and Broward. Entity-level reporting, cash flow management across properties, and financials organized for lenders and partners.
Common Questions
How far is your office from Waterways?
About ten minutes. We're on Palmetto Park Road in Boca Raton. Close enough to meet when it matters, though most of our work happens remotely.
What size businesses do you work with?
Established companies that have outgrown basic bookkeeping but don't need a full-time CFO. Typically businesses doing $1M to $20M in revenue that need strategic financial oversight.
Do you handle day-to-day bookkeeping?
We provide controller-level oversight, not transaction entry. If you have internal bookkeeping staff, we review their work, make corrections, and ensure your financials are accurate. If you need bookkeeping first, we can recommend partners.
What's the difference between controller and CFO services?
Controller services focus on accurate financial reporting and month-end close. CFO services add strategic planning, forecasting, and decision support. Many clients start with controller work and add advisory as needs grow.
Can you work with my existing CPA for taxes?
Yes. We prepare tax-ready financials and coordinate directly with your CPA. If you need business tax returns filed, we handle that for our accounting clients as well.
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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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