Services
Jackson Financial Consulting, LLC can become an important part of any company’s financial information delivery system, as well as assisting in many other internal financial and management needs. Whether it be part time, on site or off site, we can apply our resources to contribute to the growth and success of small to mid size companies.
Basic Services

Complete Financial Analysis for Existing businesses of all sizes
We can analyze your entire business from top to bottom starting with the structure of your business all the way to the financial results of operations. This could include components such as employment issues, work-flow analysis, financial reporting systems including IT requirements, company internal control issues, Product costing and pricing and many other business areas. Our experience in vertical markets such as construction, manufacturing, medical equipment and medical products, can enhance our ability to assess financial health, work to correct problem areas, and develop new or improved systems for data collection, analysis and reporting.

Budgeting and Forecasting FOr all
levels and types
Whether it be short term, long term, yearly or interim, we can assist in the Budgeting process to help companies set goals, understand financial requirements of the business and set guidelines to be used to manage all aspects of the company. Properly prepared budgets and forecasts can assist in monitoring company growth and control costs at every level. Budgets can be broken down into components such as Capital Spending , employment and related costs, overall company profit and loss budgets, cash flow budgets, and all areas where an established guideline is required. Budgets can be necessary for startup businesses as well as established businesses, and can be refined for special purposes including Capital Raises, and financing requirements.

IT Analysis and implementation
With the growing requirements for companies to update their IT systems and controls , enhance their internal reporting capabilities and data compilation systems, as well as the need for security of data, we have the resources to assist in providing state of the art data reporting systems, accounting system support, vertical market accounting system mergers with “off the shelf” products, and the ability to troubleshoot system problems. Our IT resources are experienced business and technology experts with backgrounds in the financial reporting and data collection and security industries.

Product and Process Costing Systems
Many industries and markets require detailed costing systems analysis for a variety of reasons. From initial design, to implementation and reporting we can assist companies in compiling the necessary information to achieve costing analysis goals, and enhance specialized industry reporting . These areas require a more in depth knowledge of cost components and are usually specialized by industry. These studies are crucial to the achievement of proper product and process costs which in turn contribute to proper margin analysis. Without proper costing knowledge the bidding and pricing process becomes a guess and affects profits considerably. Cost studies can also contribute to cost cutting requirements to eliminate excessive margin deterioration over time and identify problem areas within companies.
Beyond the Basics

Buy/Sell analysis and Implementation
The success of any Buy/Sell transaction rests on specific analysis of financial information, research and implementation of a plan to ultimately arrive at an agreement and complete the transaction. We can assist in every aspect of the buy/sell process, including working with legal professionals on contract preparation, industry experts for specific vertical market information as well as assisting in tax issues regarding the transaction. The due diligence process is crucial to the success of the transaction and we can ensure that all portions of the process(buy or sell) are completed. Regardless of the need during the process we can assist in specific portions of the work required or the complete package from start to finish.

Distressed company/turnaround assistance/Reorganization
In this ever changing business climate, from time to time companies can have trouble with many aspects of management, financial, and IT issues which cause them to seek help in analyzing and reviewing business problems to change the direction of the company and avoid financial distress. We can assist in analyzing and improving the overall picture or just the areas that may require change. Problems could relate to IT requirements which must be changed due to technology advancements, or may be caused by problems such as employee issues, cash flow depletion, or profit margin deterioration. The goal is to get the company streamlined and growing again. Whatever the issue we can dive into the problem and create a plan to improve the situation. This goes hand in hand with our Interim Controller/CFO services.

Interim Controller/CFO Services
We offer Interim Controller/CFO services for companies that are either in the process of changing permanent positions or just have the need for part time assistance in these areas. The requirement for oversight, especially for smaller companies that cannot afford or need a full time individual or have never needed one in the past, is growing. The business climate today is forcing companies to monitor all aspects of the company and sometimes there is not the capability of oversight within the company’s current structure. Some companies just cannot afford full time assistance in this area. We can provide this oversight and ensure a smooth transition to permanent officers at any time, if needed. We can also provide a flexible regular presence in your company at a lower, more variable overall cost based on your needs.

Capital Raise assistance and negotiations
All companies from time to time have a need to raise capital. Whether it be from the borrowing perspective or equity, we can work with other professionals in your network to assist in providing the needed information necessary for the transaction as well as to review and assess any offerings. We can also work with venture capital situations which require analysis and negotiations. Of course, working with legal professionals to consummate transactions is available and an integral part of the process. Our connections with other accounting and finance professionals can provide any necessary outside reporting required as well.

Board Meeting presentation assistance
Companies that have Board of Directors and Management meetings that require the compilation of financial and company management information for presentation and discussion purposes can take advantage of our services. We have resources and professionals who have the expertise to put together various types of materials to put forth important company information. Also, we can assist in the preparation of budget and planning meeting materials, and coordinate the presentation process. Organizing data for these meetings is crucial and clear and concise information can enhance the process while keeping meeting time at a minimum.
Our Office
Remote services provided globally. Local in-office services provided to Connecticut, Southern Massachusetts, Eastern New York or further by advanced agreement and contract.
Contact Us
(203) 597-7888
jbissonnette@jaxsonconsulting.com
Office Hours
Available by appointment for consultation.