A Simple Start.A CFO's Read Every Month.
Getting started takes a short survey and about a week of setup. After that, your books close on a set date, they're reviewed against a CFO-built standard, and you get a plain-English brief on what changed and what to watch.
You tell us what matters, and each month builds on the last. Here's what that looks like, step by step.
Intake Survey
A quick online survey in two parts. The first covers your accounts, monthly spending, transaction volume, sales channels, and catch-up needs. The second asks about your plan for the business and where you want it to go.
- Your books and your goals
- Maps you to Starter, Core, or Growth
- See your recommended plan right away
Intro Call and Proposal
A short intro call to talk through your books, answer your questions, and confirm your price. If we need a closer look, we'll ask to see your books first. Then your proposal arrives with a confirmed price.
- Short call at a time that works for you
- Price confirmed before the proposal
- No surprises after you sign
Accept
Approve your proposal and you're officially a client. Month to month, no contracts, no setup fee.
- Month to month, no contracts
- No setup fee
- Simple approval process
Onboarding
We connect your QuickBooks Online or Digits account and your bank feeds securely, and set up your chart of accounts and month-end processes the way a CFO would want them, so everything starts organized.
- QuickBooks Online or Digits setup
- Secure bank feed connections
- Chart of accounts & process setup
Backlog & Clean-Up
If you're behind, we bring your books current first, for a one-time fee quoted before any work begins.
- One-time fee, quoted up front
- Multi-month or multi-year catch-up
- Books brought current
Monthly Bookkeeping
Every transaction is categorized and every account reconciled, then reviewed against a CFO-built standard before anything reaches you. This is bookkeeping, not an audit or review engagement.
- Every transaction categorized
- Bank and card reconciliation
- Reviewed to a CFO standard before delivery
Monthly Reporting & CFO Brief
Your P&L, balance sheet, and cash flow land in your inbox on a set date each month, with a CFO brief on what changed, where your cash stands, and what to watch.
- P&L, balance sheet, cash flow
- Monthly CFO brief in plain English
- Delivered on a set date
You Tell Us What Matters
Reply to your brief with questions or let us know what's coming up, like a hire, a loan, or a big purchase. We carry it into next month, follow up on what we flagged, and bring in Jackson CFO when you need more than bookkeeping.
- Reply with questions anytime
- Last month's flags followed up
- Jackson CFO when you need more
What you can expect, on repeat
Once you're onboarded, the same high standard applies every single month.
Books closed on schedule
Categorized, reconciled, and reviewed to a CFO standard on a date you can plan around.
Your CFO brief
Your statements plus a CFO-level read on what matters, picking up where last month left off.
Answers within one business day
Email your bookkeeper and get a real answer from someone who knows your business.