Finance-as-a-Service

Not services.
A financial operating system.

Four pillars — Finance Operations, Financial Leadership & Stewardship, FP&A, and Compliance Readiness — deployed as one integrated practice by one operator who has lived inside the systems, the audits, and the crises your organization is navigating.

01

Finance Operations

Operational Integrity Across the Full Close Cycle

Most organizations are running on financial infrastructure that was designed for the company they used to be. The chart of accounts doesn't reflect the contract mix. The ERP was configured out of the box and never touched again. The indirect rate structure is a guess. We rebuild the foundation — not the reports sitting on top of it. AR, billing, cash flow, and close process included.

Ideal For

Organizations outgrowing QuickBooks, implementing Unanet or Costpoint, rebuilding after rapid growth, or preparing for a DCAA audit.

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What's Included

  • Chart of accounts design & restructuring
  • Indirect rate structure development (DCAA-defensible)
  • ERP selection, configuration & implementation
  • AR, billing & revenue recognition infrastructure
  • Month-end close process engineering
  • Accounting policy & procedure documentation
  • System integration & data migration oversight
  • Staff training & knowledge transfer
02

Financial Leadership & Stewardship

CFO-Level Ownership — AI-Assisted, Human-Governed

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. Business and individual tax preparation handled by the same CPA who knows your books. No handoff. No ramp-up. No guesswork. Scalable without adding headcount.

Ideal For

Organizations with $2M–$50M in revenue that need embedded financial leadership — and a CFO who already understands GovCon, nonprofit, or growth-stage finance.

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What's Included

  • Monthly CFO governance & financial oversight
  • Board & investor financial reporting
  • Business & organizational tax preparation
  • Individual tax preparation for business owners
  • Year-round tax planning integrated with CFO governance
  • Banking & lender relationship management
  • KPI development & dashboard design
  • Finance team mentorship & development
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.

Ideal For

Organizations preparing for a contract renewal, a new grant cycle, a board presentation, a capital raise, or a period of rapid growth.

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What's Included

  • Annual budgeting & financial planning
  • Multi-year cash flow projections
  • Scenario modeling & sensitivity analysis
  • Contract bid pricing models
  • Indirect rate scenario analysis
  • Grant budget development & compliance
  • Investor & board financial reporting
  • KPI frameworks & performance dashboards
04

Compliance & Regulatory Readiness

Pressure Testing for Real-World Scrutiny

Financial pressure is information. Cash flow stress, audit exposure, billing gaps, and governance drift don't appear without warning — the signals were there. Using the Gordian Knot Framework™ and the Financial Operator Pressure Test (FO-PT), we surface what the system is telling you before it becomes a crisis.

Ideal For

Organizations preparing for a DCAA audit, a major contract renewal, a board transition, a new grant cycle, or a period of rapid growth.

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What's Included

  • Gordian Knot Framework™ pressure diagnostics
  • Financial Operator Pressure Test (FO-PT)
  • DCAA & FAR compliance gap analysis
  • 2 CFR 200 / federal grant compliance review
  • Revenue recognition & billing gap review
  • Contract risk & exposure assessment
  • Financial controls & governance assessment
  • Findings report with prioritized action plan
How It Works

Diagnose. Stabilize. Architect. Scale.

Every JKFS engagement follows the same four-phase operating model — because every organization needs the same foundation before it can scale.

01

Diagnose

A structured intake and rapid diagnostic to identify your highest-priority financial pressure points. No generic discovery calls. A focused conversation about your systems, your risk, and your goals.

02

Stabilize

Address the immediate gaps — compliance exposure, billing delays, reporting failures, or cash flow stress — before building forward. Stabilization is the foundation.

03

Architect

Design and build the financial operating system your organization actually requires — chart of accounts, ERP configuration, indirect rate structure, governance framework, and reporting infrastructure.

04

Scale

Embed the system into your operations. Ongoing CFO governance, FP&A, compliance readiness, and tax — all integrated, all from one operator who already knows your organization.

What JKFS Does Not Do

JKFS does not perform attest, audit, or assurance services. We are not a public accounting firm. We are a Finance-as-a-Service provider — a financial operating system for organizations that need more than accounting.

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