JADDE Financial Solutions provides professional Virtual CFO services for small businesses that are ready to take their business to the next level.

Ready to have some expert guidance when it comes to your business’ financial future? Looking for insight and advice to tackle your business’ big financial decisions? Want to shorten the learning curve when it comes to how best to grow and scale your company?

If You’re Looking For The Right Way To Approach The Challenges And Opportunities That Exist For Your Business, A Virtual CFO Can Help You Do Just That.

The team at JADDE Financial Solutions offers virtual CFO services to help support you as you take your business to the next level. We’ll provide you with the professional experience and ongoing support you need to reach your business goals and you’ll have an entire firm’s guidance behind the decisions you make for you and your team.

Our Virtual CFO Services can help you and your team tackle tasks like:

  • Evaluating the financial impact of opening a new location
  • Setting long term goals, assess the financial risks associated with changes to your pricing
  • Navigating expansions and challenging economic times
  • Addresses Cash Flow Projections, Benchmarking, and KPI’s
Whatever your big financial goals might be, outsourcing your CFO role to JADDE Financial Solutions can help you take the next step forward in your business.

If you’re serious about leveling up, trusting your CFO services to JADDE Financial Solutions is the way to make it happen. We’ll save you time, offer expert insight, and support you every step of the way. To learn more about our Virtual CFO services, contact us here.



1What’s the difference between a CFO and a Controller?
Your CFO will take on a larger role in your business decision-making process and will help with things like future planning, business quarter results, goal setting, and forecasting. The controller compiles reports while supporting the day to day accounting processes of your company and the CFO interprets the reports and makes recommendations for business decisions. If you’d like to learn more about our Controller services you can find that information here.
2Can I really afford to hire a CFO?
You’re right to wonder about the cost of a CFO. A CFO is a high-ranking and highly-compensated role in most organizations. But, because you won’t be hiring for an in-house role, when you hire a virtual CFO you’ll find you receive the same level of expertise at a cost that’s better suited to your small business needs. So, you’ll get the support you need at a cost that’s less than you might imagine.

Our Insights

The relationships we create with clients are our greatest asset.

  • Chris Allaire
    Adam's been awesome to work with. I really appreciate his work ethic, his follow-through and follow-up communication and his overall attitude. He's been great. We're on pace for a record year and he's a huge help in that. Thank you!
    Chris Allaire
  • Daniel Gibson

    “I find JADDE to be thorough and timely. I highly recommend JADDE’s QuickBooks services to those looking to properly manage their own businesses.”

    Daniel Gibson
    Gibson & Associates CPA’s
  • Cindy Fishman

    “I think JADDE Financial Solutions is a top-notch company. Judy and her team respond in a timely manner and I'm always amazed at how quickly our problems are solved. The customer experience is exceptional. I'd highly recommend JADDE Financial Solutions to any company requiring QuickBooks expertise!”

    Cindy Fishman
    Imaginarium and Company Inc.
  • Ricky Greer

    “We have worked on and off for years with Judy and her team at JADDE. Whether you have a small or large company, JADDE always addresses the issue promptly and completely. I have had JADDE work on bookkeeping, QuickBooks oversight and projects that may arise while working with a vendor or customer, as well as inventory issues that may randomly develop. Judy and her team are exceptional. They care about their clients and help make their businesses better. I would highly recommend JADDE for your consideration.”

    Ricky Greer
    Clean Earth Brands (Positive Attitude)
  • Robert Esposito

    “My business has worked with Judy at JADDE since 2014 and I can't imagine life without her. Judy and her team have become an integral part of our trading company. They handle all of our accounting and bookkeeping needs and keep impeccable books. They are a perfect solution for a small business looking to outsource these roles. I highly recommend their services.”

    Robert Esposito
    Vectra Capital
  • Joseph Miranda

    “We are delighted to have JADDE Financial Solutions in our corner. We have been with them for over a year and they have been very easy and professional in their handling of our bookkeeping needs. We recently had to maneuver through the PPP and SBA disaster loan process. Had it not been for Judy, we would still be waiting for an answer. I would highly recommend JADDE Financial Solutions for all your accounting needs.”

    Joseph Miranda
    NREFSI Inc.
  • Will Holly

    “Great company.  Judy and Mathew handle every matter with care. Well worth the investment.”

    Will Holly
    Holly Nance Group
  • Melanie Bernstein

    “I've been working with Judy and her team for about 3 years, they are outstanding partners. I can't imagine not having their support. I found them by chance without a referral, through the QuickBooks website. Judy was listed as a pro, and she is, along with her whole team. I can't endorse them and their services enough! Always responsive and willing to go the extra mile, I know I can rely on them. Most importantly, I trust them completely... Very important for the services they provide. I'd be happy to talk to any prospective clients on their behalf without hesitation.”

    Melanie Bernstein
  • Christina Gannon

    "Judy and the JADDE Financial Solutions Team (and I don't say this lightly), saved our business which therefore saved our financial lives! They helped with everything from top-notch bookkeeping and EIDL/SBA/PPP services, to great colleague referrals for some of our other business challenges. I honestly don't know where our company would be right now without her knowledge and relentless work ethic.  It’s very hard to find this type of quality of work and professionalism these days, but luckily we did with JADDE Financial Solutions."

    Christina Gannon
    Spotlight Concierge LLC