Welcome To

JB FINANCIAL

We’re glad you’re here. CFO concierge services for small and growing businesses is our business. If that sounds good, you’re in the right place.

A FINANCIAL EXPERIENCE
TAILORED TO YOU

You’re passionate about your business and understand what it takes to make it truly successful. Developing financial statements, reports and forecasts are essential, but may not be your area of expertise. That’s why we’re here.

JB Financial exists to alleviate this stress by tackling your more intricate financial needs. Now you can get back to what you do best. Our public and private accounting experience is both vast and varied.

We’ve worked with a wide range of industries, so we’re equipped to step in at any stage in the lifecycle of your business. Need us to handle everything? Done. Prefer that we seamlessly integrate with your existing accounting team? Our pleasure. Need help strategizing your next big move? Let’s chat. We’ll help tailor the reporting and services to exactly what your business needs right now, and further down the road.

Financial
Statements

Cash Flow Statements, Balance Sheets and Income Statements traditionally used for third party distribution. Custom financials tailored to your industry & needs that dig into the granular details of your business.

Budgets
&
Forecasts

A detailed monthly and annual plan to help you and your team stay on track with company goals. Forecasts can be updated throughout the year to analyze progression and project future financial performance.

Cash Analysis
&
Projections

Understanding cash is critical for small business owners to survive & thrive. Let us develop simple reports that dive into where cash is going and how much is expected over the next three to six months.

Investor
Communication

Keep partners, investors and key stakeholders involved and informed with streamlined customized quarterly reporting that highlights your company's current performance and plans for the future.

Debt
&
Equity
Strategies

A growing business often needs more capital – and where that cash comes from requires strategy. Let us work alongside you to gather the details, analyze the options and determine the best path forward.