Accounting & monthly close
Work through reconciliations, the close process, and the reporting calendar. Establish what needs to be reliable each month and who is responsible for it.
Good Deeds · Financial leadership
Know your numbers.
Know your next move.
Outsourced accounting and controller support, with a CFO's perspective. Start with the reporting, cash-flow, or systems problem you need to solve—not a package of work you may not need.
Start with the need
Financial work that helps you run the business.
Controller support
Review accounting workflows, responsibilities, controls, and documentation. Create a practical plan for the work that is falling between people or systems.
Cash flow & forecasting
Connect receivables, payables, payroll, and commitments to a forward view of cash. Help leadership understand timing and the choices ahead.
Management reporting
Turn the monthly numbers into a useful conversation about performance, costs, and priorities. Design reports around the decisions management needs to make.
GovCon & multi-entity accounting
Discuss project accounting, indirect costs, timekeeping workflows, and entity-level reporting. Identify accounting-process improvements and the specialist support your circumstances require.
Systems & process improvement
Assess how data moves between accounting, payroll, timekeeping, and operational systems. Consider migration planning, clearer ownership, and less repetitive work.
Experience behind the conversation
A CPA who understands operations.
Jack's background includes CFO and controller work, government-contracting finance, multi-entity reporting, and accounting-system implementation. Experience operating businesses and properties keeps the discussion grounded in the work behind the numbers.
More about Jack →A useful first conversation.
- What needs to work better: close, reporting, cash, or systems?
- Which accounting and operational systems do you use?
- Who handles the work now, and where are the gaps?
- What decisions or deadlines are driving the need?
The first step is to define the scope, responsibilities, timing, and engagement fit. Services and fees are agreed before work begins.
What would better financial visibility change?
Tell Jack about your organization, current systems, and the problem you want to address. Start with a focused conversation.