Diagnostic
$2,500 fixed
A two-week paid engagement. I review the books, the margins and the cash cycle, then deliver a written findings memo. The fee credits in full against your first three months if you start a retainer within 30 days.
Serving Jacksonville, Cherokee County
A CPA for Jacksonville businesses.
Jacksonville is light manufacturing and agriculture with an institutional base underneath it: two colleges, a seminary and a hospital that steady the local economy. Plastics manufacturing has led the town since the 1980s, alongside food processing and distribution, agricultural operations descended from the tomato and peach business that once made this the tomato capital of the world, and livestock that never left. Most of these are closely held and family run, which shapes what their books need to do.
What Jacksonville books need to handle
- Inventory and product costing
- A plastics or light manufacturing operation that does not track inventory properly cannot know its gross margin.
- Agricultural timing
- Growing cycles, livestock and equipment create revenue timing and depreciation questions that need to be raised before year end.
- Family ownership tangles
- Owner draws, related-party rent and personal expenses run through the business, all of which need cleaning up long before a lender or a buyer ever asks to see the file.
Schedule of Fees
Accounting
$1,250+ per month
Monthly close and full balance-sheet reconciliation. Revenue and cost coding aligned to how the business actually makes money. Job costing and departmental reporting. Financial statements by the 15th. Payables review and year-end support for your tax preparer.
Books + CFO
$3,500+ per month
Everything in Accounting, plus a monthly results review with the owner, margin and pricing analysis, 13-week cash forecasting, hiring and capacity modeling, and internal control work.
Operating Partner
$5,000+ per month
Everything in Books + CFO, on a weekly cadence. Board-style reporting, lender and banking support, and direct involvement in hiring, pricing and capital decisions.
Fixed monthly retainers, quoted in writing before any work begins. The plus sign reflects scope — entity count, transaction volume and headcount move the fee. You will know the number before you commit to anything.
Let's talk about your books.
Send a short note or call directly. The first conversation is free, and I reply personally within one business day.