Industry · Growth-Stage Businesses

You built the business.
Now build the financial system.

Growth-stage founders and CEOs face a moment where the financial tools that got you here — spreadsheets, a part-time bookkeeper, reactive tax filing — can no longer support where you're going. JKFS builds the financial architecture your next stage demands.

The Pressure Points

Sound familiar?

Your bookkeeper produces reports — but no one interprets them

Cash flow surprises you every quarter

You are making major decisions without a financial model

Your tax strategy is reactive, not planned

Investors or lenders are asking questions you can't answer

You know something is wrong but can't identify where the pressure is coming from

These are architecture problems — not accounting problems. JKFS fixes the system, not just the report.

What We Do

Three pillars of financial
architecture for growth.

Finance Architecture

  • Chart of accounts design and restructuring
  • Financial reporting infrastructure build-out
  • Cash flow forecasting models
  • Budget vs. actuals frameworks
  • KPI dashboard design and implementation

CFO Governance & Tax

  • Individual and business tax preparation (IRS)
  • GAAP-compliant financial statement preparation
  • Board and investor-ready financial reporting
  • Banking relationship support and debt structuring
  • Audit preparation and liaison

Pressure Diagnostics

  • Cash burn and runway analysis
  • Margin compression identification
  • Working capital optimization
  • Revenue recognition review
  • Financial risk and leakage assessment
Where You Are

JKFS meets you
at your stage.

01

Early Growth ($2M–$10M)

Building the financial infrastructure that scales with you. Chart of accounts, cash flow visibility, tax strategy, and the reporting systems your bank and investors expect.

02

Scaling ($10M–$25M)

Managing complexity as headcount, products, and revenue streams multiply. Departmental P&Ls, scenario modeling, working capital management, and fractional CFO leadership.

03

Pre-Transaction ($25M–$50M+)

Preparing the financial story for a capital raise, acquisition, or exit. Clean financials, normalized EBITDA, data room preparation, and financial due diligence support.

What JKFS does not do

JKFS does not perform attest, audit, or assurance engagements. We are not a traditional accounting firm. We are a financial architecture and governance practice — built for founders and CEOs who need a CFO who fixes the system, not just the report.

Get Started

Ready to build the financial
architecture your growth demands?

Start with a no-pressure intake conversation. Jeff will identify the pressure points in your financial system and outline what architecture changes would have the most impact.

Start the Intake Process