Jeffrey Kaufman, CPA — JK Financial Services
Jeffrey Kaufman
CPA · Finance-as-a-Service
Finance-as-a-Service · Nationwide · Remote-First

Finance-as-a-Service for organizations that need more than accounting.

Build structure, visibility, and control. JKFS delivers a structured financial operating system — not just advisory — for government contractors, nonprofits, and growth-stage organizations from $1M to $50M.

Trusted by GovCon, nonprofit, and growth-stage leaders

30+
Years Inside the System
GAAP · IFRS · IRS
Compliance Frameworks
GovCon
DCAA & FAR Compliance
CPA
Licensed in Virginia
The Real Problem

You don't have a numbers problem.
You have an architecture problem.

I've sat inside GovCon firms during DCAA audits. I've watched nonprofits lose grant funding because their chart of accounts couldn't support a single-audit. I've seen growth-stage companies run out of cash while their books showed profit.

In every case, the numbers were accurate. The system behind them was wrong. The indirect rate structure didn't match the contract mix. The ERP was configured for the company they used to be. The reporting told leadership what happened — never what was coming.

That's an architecture problem. And that's what I fix.

01

Your ERP is configured for who you were, not who you are

02

Indirect rates are guesses, not engineered structures

03

Compliance is reactive — addressed after the signal fires

04

Cash flow reports tell you what happened, not what's coming

05

Finance team is compensating manually for system gaps

06

Board reporting doesn't reflect operational reality

The Four Pillars

Four pillars.
One financial operating system.

Finance Operations, Financial Leadership, FP&A, and Compliance Readiness aren't separate services — they're four pillars of one financial operating system. Most organizations need all four. We start where the pressure is highest.

01

Finance Operations

Operational Integrity Across the Full Close Cycle

Most organizations are running on financial infrastructure that was never designed to carry their current weight. We build the chart of accounts, indirect rate structures, ERP configuration, billing systems, AR processes, and reporting cadence that your operations actually require — not what came out of the box.

  • Chart of accounts design & restructuring
  • Indirect rate structure development
  • ERP selection, configuration & close process
  • AR, billing & cash flow infrastructure
02

Financial Leadership & Stewardship

CFO-Level Ownership and Governance

Embedded CFO capability that owns the financial function — not just advises on it. Board reporting, governance frameworks, and strategic finance visibility built into your operations. AI-assisted, human-governed. Business and individual tax preparation handled by the same CPA who knows your books. Scalable without adding headcount.

  • Embedded CFO governance & board reporting
  • Business & individual tax preparation (same CPA, no handoff)
  • Year-round tax planning integrated with CFO governance
  • Banking & lender relationship management
03

FP&A

Planning, Forecasting & Strategic Finance

Decision-ready financial intelligence that gives leadership a clear picture of what is coming — not just what happened. Multi-year models, scenario analysis, and forward-looking reporting built around your contract mix, grant portfolio, or growth trajectory. The difference between reacting to your numbers and leading with them.

  • Annual budgeting & multi-year financial planning
  • Cash flow projections & scenario modeling
  • Contract bid pricing & indirect rate analysis
  • Grant budget development & investor reporting
04

Compliance & Regulatory Readiness

Pressure Testing for Real-World Scrutiny

Financial pressure is information. Cash flow stress, audit exposure, billing gaps, and governance drift are signals — not surprises. Using the Gordian Knot Framework™ and proprietary diagnostic engines, we read those signals early and give leadership a clear picture of what the system is actually telling them.

  • Gordian Knot Framework™ pressure diagnostics
  • DCAA & FAR compliance gap analysis
  • Financial Operator Pressure Test (FO-PT)
  • 2 CFR 200 / federal grant compliance review
Proprietary Methodology · For Clients & Advisory Firms

Financial Architecture & Governance
powered by pressure diagnostics.

Most financial advisors offer judgment. JKFS has systematized 30 years of pattern recognition into a proprietary three-pillar framework — deployed in every client engagement today, and being built into a platform for advisory firms.

01
Decide

Engagement & Decision Architecture

Determine whether to engage and how to structure the work using the Opportunity Evaluation Engine, Engagement Shape Predictor, and Capacity Governor.

Opportunity Evaluation Engine
Engagement Shape Predictor
Capacity Governor
02
Diagnose

Financial Pressure & Governance Intelligence

Identify hidden pressure, risk, and financial leakage using proprietary diagnostic frameworks built from 30 years of pattern recognition.

Gordian Knot Framework™
FO-PT Pressure Test
FIRA · CFPT · IRV
03
Execute

Systems, ERP & Execution Architecture

Ensure systems support operational reality — ERP evaluation, RAMP/AP models, integration governance, and process redesign.

ERP Evaluation Framework
RAMP Model
Integration Governance
Industries Served

Deep expertise in the sectors
where finance is most complex.

Industry

Government Contracting

DCAA compliance, indirect rate development, NICRA management, and Unanet/Costpoint expertise for GovCon firms from startup to $50M+.

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Industry

Nonprofits & NGOs

Grant compliance, fund accounting, GAAP and federal award management, and board-ready financial reporting for mission-driven organizations.

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Industry

Growth-Stage Businesses

Finance architecture, pressure diagnostics, CFO governance, and tax preparation for founders and CEOs scaling from $2M to $50M+.

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New Capability

Financial Modeling
& Scenario Analysis

Purpose-built financial models for GovCon and nonprofit organizations — contract bid pricing, indirect rate scenario modeling, grant budget development, and multi-year cash flow projections.

Moving beyond static spreadsheets to dynamic decision tools that give leadership real visibility into financial outcomes before they happen.

Explore Modeling Services

Contract Bid Pricing Models

Win rates improve when your pricing reflects true cost structure.

Indirect Rate Scenario Analysis

Model the impact of rate changes before submitting to DCAA.

Grant Budget Development

Build compliant, competitive budgets that align with program delivery.

Multi-Year Cash Flow Projections

See 12–36 months ahead with scenario-based forecasting.

About the Firm

A Financial Operator, not just a CFO.

"Most growth-stage CEOs and Nonprofit Directors aren't failing because of bad ideas. They're failing because their financial infrastructure can't carry the weight of their ambitions."

Jeffrey Kaufman, CPA brings over 30 years of finance leadership experience — from international program oversight to GovCon compliance to closely-held business advisory. The Financial Operator model means embedded, operational finance leadership: not just reporting what happened, but building the systems that prevent the next crisis.

Meet Jeff Kaufman

Start with a structured intake.

No generic calls. No wasted time. A focused conversation about your organization's financial pressure points and whether we're the right fit.