Controller & CFO Services for West Palm Beach Businesses
Controller-level accounting and CFO advisory for West Palm Beach businesses. Financial oversight, strategic planning, and tax services from experienced CPAs.
Controller & CFO Services for West Palm Beach
West Palm Beach has become a destination for businesses that need more than a sunny climate. The downtown corridor has attracted financial firms, law practices, and professional offices relocating from higher-cost markets. The healthcare systems anchored here serve the entire county. Real estate development continues to reshape the waterfront and surrounding neighborhoods. These are established operations that require financial leadership beyond basic bookkeeping.
We provide controller and CFO-level services for West Palm Beach businesses from our Boca Raton office. Controller oversight for companies with internal bookkeeping staff. Fractional CFO guidance for businesses facing growth decisions, capital needs, or strategic transitions. The financial expertise you need without the cost of a full-time executive hire.
Controller Services
Controller Services
Monthly review of your bookkeeper’s work, error correction, adjusting entries, and reconciliation oversight. We ensure your financial statements are accurate and your month-end close is done right.
CFO Advisory
CFO Advisory
Financial forecasting, cash flow planning, KPI development, and strategic decision support. Executive-level guidance for business owners navigating growth, funding, or operational changes.
Financial Records Cleanup
Financial Records Cleanup
Restoration of outdated or inaccurate books to a current, reconciled state. Balance sheet corrections, transaction categorization, and removal of errors that compromise your financial picture.
Business Tax Returns
Business Tax Returns
Tax preparation built on financials we’ve overseen all year. Returns filed correctly because the underlying records are already accurate. Available exclusively to our accounting clients.
West Palm Beach Industries We Serve
The businesses moving to and growing in West Palm Beach tend to be sophisticated operations. They’ve outgrown the stage where QuickBooks and a part-time bookkeeper were sufficient. They need someone reviewing the numbers, catching errors before they compound, and providing financial insight that informs real decisions. Our Boca Raton advisory services extend throughout Palm Beach County for exactly these businesses.
We work with companies that have the complexity to warrant controller-level attention. Multiple revenue streams, significant payroll, inventory or project accounting, investor reporting requirements. If your financial operations have real stakes, we’re built for that.
Professional Services
Professional Services
Law firms, architects, consultants, and agencies concentrated in downtown West Palm Beach and the Palm Beach Lakes corridor. We handle partner distributions, project profitability tracking, and the financial reporting these firms require.
Financial Services
Financial Services
Investment advisors, insurance agencies, mortgage brokers, and the family offices that have relocated here. Complex revenue recognition, regulatory reporting support, and the financial rigor these businesses demand.
Healthcare Practices
Healthcare Practices
Medical groups, dental practices, specialty clinics throughout West Palm Beach. Insurance receivables management, physician compensation tracking, and financial oversight for practices with multiple providers.
Real Estate
Real Estate
Developers, property managers, and brokerages active in the West Palm Beach market. Project-level accounting, entity structuring support, and financial reporting for properties and portfolios.
Common Questions
Do you work with businesses throughout West Palm Beach?
Yes. Downtown, Northwood, the Palm Beach Lakes corridor, CityPlace area, and throughout the city. We're based in Boca Raton, about 25 miles south on I-95. Most of our work happens remotely, though we're available for in-person meetings when needed.
What size businesses do you typically work with?
Established businesses that have outgrown basic bookkeeping. Usually companies with internal bookkeeping staff who need controller oversight, or growing firms ready for CFO-level strategic guidance. Revenue typically ranges from $2M to $20M or more.
How is this different from hiring a bookkeeper?
We don't do day-to-day transaction entry. We provide the financial oversight, error correction, strategic analysis, and executive reporting that sits above bookkeeping. Think of it as the financial leadership layer your business needs but can't justify hiring full-time.
Do you prepare tax returns?
Yes, for our accounting services clients. Business tax returns are prepared by our CPA with the advantage of having maintained financial oversight throughout the year. No scrambling to reconstruct records at tax time.
What if our books are a mess right now?
We offer financial records cleanup to get your books current and accurate before transitioning to ongoing controller services. Most businesses we work with needed some level of cleanup before we could provide meaningful oversight.
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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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