“JCL helped me drop the CFO hat and focus on doubling our revenues year over year from $2 to $4mm, achieve cash flow sustainability, and attract institutional investment through their networks.”
For fast-growing companies with messy financials or capital markets needs
Get Financial Clarity Without
The Cost of a Full-Time CFO
We help founders and executives streamline operations, prepare for investor scrutiny, and unlock cash flow—at a fraction of the cost of a full-time CFO.
Is This Right For You?
This Is For You If:
You’re generating $1M+ in annual revenue and need real financial leadership to keep scaling
Your books are a mess, your capital stack is complex, or you’ve outgrown your current finance setup
You’re preparing for growth, capital raises, M&A, or new product lines
You want a strategic CFO—not just a glorified bookkeeper
You believe AI and automation can help you move faster, not just cut costs
This is NOT for you if:
You’re pre-revenue or not yet generating steady income
You’re just looking for cheap bookkeeping or tax prep - we go far beyond that
You don’t want to grow—or you’re not ready to invest in your back office
You aren’t open to technology-driven workflows
You’re looking for a one-time project—not an ongoing strategic partner
From Financial Chaos to Strategic Clarity
The Status Quo
Your books are messy, delayed, or unreliable
You're making major decisions without true financial insight
Your investors (or board) are asking questions you can’t answer
You’re juggling fundraising, hiring, and scaling with no real CFO support
The JCL Strategic Way
Accurate, timely financials—no more guesswork
Investor-ready dashboards and capital markets insight
AI-powered workflows to automate the grunt work
A clear plan for growth, cash flow, and capital strategy
The Process
Organize
Get financial house in order
From tangled spreadsheets to outdated reporting tools, we streamline your data and processes so you finally have clarity and control.
Strategize
Turn insights into action
We help you make smarter decisions—faster. Budgeting, forecasting, scenario planning, capital raises—we build the strategic financial engine you need to grow.
Capitalize
Activate your financial edge
With a clean financial foundation and a clear strategy, we help you seize opportunities—whether it’s raising capital, improving margins, or preparing for an exit.
Trusted by Founders. Backed by Results.
“JCL helped us survive a market downturn and flip from cash flow negative to positive. They also helped us navigate a restructuring while maintaining…”
“JCL helped us transition from R&D to commercial and go from losing millions of dollars a year to netting millions. They were integral in turning around the ship.”
“JCL helped us build a forecast model and data room for our fundraise which we successfully completed. They were also help us with structuring the security.”
“Our books were a mess. JCL came in and coordinated with our accounting functions to clean things up and provide real time clarity on a go-forward basis.”
“JCL helped me drop the CFO hat and focus on doubling our revenues year-over-year from $2M to $4M, achieve cash-flow sustainability, and attract institutional investment through JCL’s network.”
“JCL helped us survive a market downturn and flip from cash-flow negative to positive. They also helped us navigate a restructuring while maintaining team morale and key vendor relationships.”
“JCL helped us transition from R&D to commercialization and go from multi-million annual losses to multi-million annual profits. They were integral in turning the ship around.”
“JCL helped us build a forecast model and data room for our fundraise, which we successfully completed. They also helped us structure the security instrument.”
Frequently Asked Questions
What does a Fractional CFO actually do?
We provide the same strategic guidance, forecasting, and reporting you’d expect from a $200K+ full-time CFO, but on a flexible, cost-effective basis.
How do I know if we’re ready for this?
If you’ve found product-market fit and making over $1M in annual revenues, growing fast, and struggling to understand your numbers, it’s time. Or if you need assistance preparing for a capital market event, it's time.
What’s included in your engagements?
We tailor each engagement, but most include financial modeling, budgeting, capital strategy, margin analysis, AI-augmented dashboards, and active collaboration with your leadership team.
How long are the engagements?
Most clients start with a 3-month engagement. From there, we move to month-to-month. You get the flexibility of consulting, with the impact of an embedded executive.
What industries do you serve?
We work across industries, but the majority of our clients build, bottle, or box products — from food and beverage to consumer goods and manufacturing.
Do you replace my bookkeeper or accountant?
No. We work on top of your bookkeeping function. If you need bookkeeping help, we can refer trusted partners—but our value lies in strategy, insight, and growth planning.
What’s the cost?
We charge a simple monthly retainer, starting at $5,000 per month, depending on the complexity of your business and scope.
Is My Data Secure?
Absolutely. All financial data is centralized and secured through enterprise-grade systems. You own your account, and nothing is shared without your consent.
Ready to Grow Smarter? Let’s Talk.
Click below & book a free growth strategy call today.
Bonus Included:
You will also get our free strategic guide, "Augmented Intelligence" — an executive-level framework for navigating the transformative impact of Artificial Intelligence (AI) on financial operations.
Your exclusive bonus guide
You can learn more at www.jclstrategic.com
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