Services

Jaaxen Tax & Advisory delivers fractional CFO leadership tailored to your stage - from early growth to scale. We combine disciplined accounting operations with forward-looking FP&A to help you make confident decisions.

Fractional CFO Leadership

Own the finance function without the full-time overhead. We build scalable reporting, oversee month-end close, and partner with leadership on pricing, margin, and growth strategy.

Forecasting, Budgeting & Analytics

Rolling forecasts, scenario plans, and board-ready dashboards. We translate data into decisions so you can move faster with less risk.

Why Choose Jaaxen

Senior finance leadership paired with pragmatic execution. We integrate with your team and tech stack to drive clarity, accountability, and results.

15

Years of Experience

30+

KPIs Tracked

Weekly

Executive Reviews

Engagement Options

Choose the support level that fits your stage and goals.

business handshake

Interim CFO

Full-time leadership, flexible term

calculator notebook accounting

Project-Based

M&A, fundraising, systems

financial planning desk

Advisory Retainer

Ongoing strategic guidance

Packages & Details

CFO Essentials

Best for: Smaller established businesses
Outcome: Monthly clarity, cash flow, tax visibility

CFO Growth

Best for: Growing businesses
Outcome: 13-week cash flow, KPIs, quarterly tax projections

CFO Strategic

Best for: Complex/multi-entity firms
Outcome: Scenario planning, advanced tax strategy, priority advisory

Payroll Administration

Best for: Employers
Outcome: Payroll oversight without owner administrative burden

Bookkeeping / Close

Best for: Clients needing clean monthly books
Outcome: Reliable financials for decisions and tax

Tax Planning Projects

Best for: Tax-only clients
Outcome: Proactive tax savings and year-end action plan

IRS Representation

Best for: Taxpayers with notices/collections
Outcome: Experienced representation and resolution strategy

Compare plans

Feature

Essentials

Growth

Strategic

Monthly close

13-week cash flow

KPI dashboard

Quarterly tax projections

Scenario planning

Priority advisory

Board reporting

Systems optimization

Pricing & margin analysis