Fractional CFO, Controller, & Bookkeeping Services for Growing Businesses
Serving Jacksonville, Ponte Vedra, and Northeast Florida businesses with financial clarity, operational discipline, and strategic growth
How Wingman Supports Growing Businesses
Disciplined Month‑End Close
Clean, accurate financials delivered on a consistent cadence. No surprises, no slippage, no chasing your accountant — just disciplined operational control every month.
CFO‑Level Budgeting & Forecasting
Strategic forecasting that helps you plan hiring, capacity, cash flow, and growth with confidence.
Operational Accounting Ownership
Reconciliations, documentation, bill pay oversight, and reporting handled with structure and precision. Wingman takes ownership of the financial tasks that quietly pile up.
Rooted in Northeast Florida
Deep relationships and a trusted local network I’m proud to leverage to support founders.
. . . Not sure which level of support is right for your business?
About Your Wingman
For more than 20 years, I've helped businesses improve financial visibility, strengthen operations, and make better decisions across banking, construction, manufacturing, distribution, and steel fabrication.
I've led finance teams, rebuilt accounting departments, managed multi-state operations, and supported business owners through growth, restructuring, and operational complexity. Those experiences shaped the practical, operator-focused approach behind Wingman Accounting Services.
Wingman Accounting Services was built for growing businesses that need financial clarity, disciplined processes, and practical guidance without the overhead of a full-time finance executive.
At a Glance:
20+ years leading accounting and financial operations
Fractional CFO, Controller, and bookkeeping support
Experience across banking, construction, manufacturing, distribution, steel fabrication, and professional services
Jacksonville-based
Operational Discipline
We take ownership of the financial tasks that quietly pile up — reconciliations, bill pay, documentation, expense categorization, and month‑end close. Wingman brings structure and consistency to your financial operations so nothing slips through the cracks and your business runs with disciplined precision.
Freedom to Focus
Business owners shouldn’t be chasing bills, matching payments, fixing payroll issues, or cleaning up messy books. Wingman handles the tactical financial work so you can stay focused on leadership, growth, customers, and the parts of your business that actually move the needle.
Strategic Clarity
Clean, accurate financials unlock better decisions. We build reporting systems, budgets, and forecasts that give you a clear view of your cash flow, performance, and trajectory. With reliable data and forward‑looking insight, you can plan confidently instead of reacting to surprises.
Financial Safeguards
Growing businesses face increasing financial risk — missed filings, inconsistent documentation, audit exposure, and compliance gaps. Wingman strengthens your financial controls, organizes your records, and ensures your processes stay clean and compliant as you scale.
Fractional CFO Services
Forecasting
Budgeting
KPI Dashboards
Cash Flow Planning
Controller Services
Month-End Close
Internal Controls
Financial Reporting
Process Oversight
Bookkeeping Services
Reconciliations
Bill Pay
Expense Coding
Financial Records
Our Approach
Flexible Financial Support Built Around Your Business
Every business needs a different level of financial support. Wingman Accounting Services offers a modular approach that allows you to choose the services that fit your goals, operational needs, and stage of growth. Each component can stand alone or work together as part of a complete financial operations system.
Weekly Financial Maintenance
For businesses that need clean, current books and reliable financial records.
Weekly categorization
Reconciliations
Bill pay oversight
Invoice tracking
Up‑to‑date financial data
Reporting Package & Insights
For owners who want visibility into business performance and trends.
Monthly reporting package
KPI tracking
Walkthroughs and recommendations
Actionable insights
Operational Accountability
For businesses seeking stronger internal controls and financial discipline.
Process ownership
Documentation standards
Policy oversight
Accountability systems
Monthly Close & Review
IFor businesses that value disciplined financial reporting and operational consistency.
Full account reconciliations
Variance review
Documentation updates
Monthly financial statements
Process consistency
Forecasting & Forward Planning
For businesses making growth, hiring, capital, or cash-flow decisions.
Rolling forecasts
Cash‑flow projections
Hiring and capacity models
Scenario planning
Strategic forecasting
Owner Centered Communication
Clear, practical financial guidance at the cadence that works best for your leadership team
Whether you need bookkeeping support, Controller oversight, Fractional CFO guidance, or a combination of services, Wingman helps you build the financial support structure that fits your business today.
Why Founders Choose Wingman
Founders choose Wingman because they want more than clean books — they want a financial partner who thinks like an operator, builds systems that reduce chaos, and communicates clearly enough to make financial decisions feel simple.
Operators
We prioritize decisions over data and clarity over complexity. You get guidance that fits the realities of running a business — not textbook accounting.
We Build Systems, Not Dependencies
Your financial operations become cleaner, more predictable, and easier to manage. No mystery‑box bookkeeping. No chasing your accountant.
We Reduce Founder Stress
You get clean numbers, clear communication, and a consistent cadence — removing the financial friction that slows founders down.
We Focus on What Moves the Business
We highlight any financial levers that can change outcomes: cash flow, capacity, pricing, hiring, and margin discipline.
We Communicate Like Humans
No debit/credit jargon. No data dumps. Just direct, actionable guidance at the cadence that fits your leadership style.
Local AND Accessible
As a Jacksonville native, I take great pride in supporting the businesses that make our community strong. You get direct access to your Wingman - the operator managing your financial systems — with lean pricing, no layers, and clear guidance when you need it.
Industries We Serve
Wingman Accounting Services supports businesses throughout Jacksonville, Ponte Vedra, St. Johns County, and Northeast Florida. Our experience spans a variety of industries where financial discipline, operational visibility, and practical leadership drive results.
Construction: Project-based accounting, job costing, cash flow planning.
Manufacturing: Inventory, production reporting, operational visibility.
Distribution & Logistics: Margins, working capital, inventory management.
Professional Services: Profitability tracking and scalable financial processes.
Trade & Contractor Services: Financial systems for service-based operations.
Growing Small Businesses: Fractional CFO, Controller, and bookkeeping support.
