CLEAN/CLARITY
Get Your Financial House in Order
Are your financial statements accurate? Are your accounts reconciled? Can you trust the numbers you're using to make business decisions?
CLEAN/CLARITY helps business owners establish a reliable financial foundation.
The Goal: Reliable financial information you can use to make confident decisions.
What We Focus On
- Financial statement accuracy and reliability
- Bank and balance sheet reconciliations
- Financial reporting and internal controls
- Identifying and correcting accounting inconsistencies
- Strengthening month-end closing procedures
Investment: $145/hour
Every engagement begins with a $500 prepaid financial assessment to identify priorities and estimate the work required.
Estimated engagement fees are payable in advance, with detailed hourly invoicing.
Service Terms: Services are delivered remotely. On-site visits may be arranged, with travel expenses reimbursed by the client.
FRACTIONAL CFO
Financial Leadership Without the Full-Time Cost
Your business has grown, and financial decisions are becoming more complex. You have an accounting team handling the numbers, but who's helping you understand what they mean for the future?
JSA provides experienced CFO leadership while working alongside your existing finance team.
The Goal: Stronger financial leadership, better decisions, and a finance team that grows with your business.
What We Focus On
- Budgeting, forecasting, and financial planning
- Cash flow and working capital management
- Financial performance analysis and KPIs
- Strategic guidance for business decisions
- Controller mentoring and finance team development
- Financial reporting and accountability
Investment: Starting at $5,500/month
Engagements typically include eight hours per week of dedicated remote financial leadership, with flexibility to accommodate your business needs.
CFO responsibilities don't always fit neatly into a schedule. Whether it's attending a virtual board meeting, speaking with your banker, or helping navigate an unexpected financial challenge, JSA provides the responsiveness and support you expect from a trusted financial advisor.
Service Terms: Monthly retainers are payable in advance. Services are delivered remotely. On-site visits may be arranged, with travel expenses reimbursed by the client.
WHO WE SERVE
Built for Business Owners Who Want More From Their Finance Team
JSA works with family-owned and privately held businesses that need experienced financial leadership without adding a full-time CFO.
We primarily serve businesses with $5 million to $50 million in annual revenue, particularly those experiencing growth, financial complexity, or leadership transitions.
Our background is strongest in manufacturing and industrial businesses, but our financial leadership services extend beyond those industries.
Our Focus: Helping owners strengthen their existing finance teams, gain greater financial visibility, and make confident decisions.
