About

Kevin Jackson

Founder of Offsite CFO Services

As founder of Offsite CFO Services, I established my business with the goal of helping other small business owners thrive in what can often be a challenging business environment. Having been one myself for years, I understand those challenges and strive to solve their specific needs. This allows them to spend more time focusing on what they do best with their customers and employees.

With 25+ years of experience in such varied fields as Oil Exploration and Investment, Law Firms, Medical and Dental Practices, Property Management, Demolition, Trucking, Restaurants, Real Estate, Retail, etc… Serving clients from coast to coast,

I recognize no two businesses are the same. Each business owner is a unique individual with their own unique skills, struggles, hopes, and dreams.

The CFO Advisory Service I provide is much more than the standard bookkeeping, tax prep, payroll/HR. All of which are necessary for a business to function. Yet, without a skilled way to interpret that data, distilled into an easy-to-understand step-by-step path to your unique goals, will you achieve those goals? Are you now?

Do you have a detail-oriented person that will truly listen with the diligent intent of helping you achieve your goals with integrity and loyalty?

Consider this car analogy: There are mechanics (bookkeepers/accountants) and then there are engineers that design and build the cars. I’ve been doing this a long time, and I’m a really good mechanic, but more than that, I’m more like an engineer. Now don’t get me wrong, I can’t fix a car at all, much less build one, but I’ve built from the ground up several accounting systems for a wide variety of businesses.

I’ve created entire accounting and operations systems for property management for incoming groups of 200-400 properties at a time… (usually having 600-800 properties under management at any one time). I’ve also developed another system for distributions of millions of dollars invested in oil wells to hundreds of investors. I identified an annual $100k profitability in one revenue stream over the loss of $84k from another department in the same company.

I saved one client $98k in actual tax dollars by finding a mistake by the previous CPA in the first year they became my client. I’m a pretty decent mechanic too, because I pay attention to detail.

But more importantly, I’ll pay attention to you.