Strategic Financial Leadership for Growing Businesses


Helping entrepreneurs, medical practices, and small businesses gain financial clarity and scale with confidence.

Our Experience

Hi, I’m Jeff — a licensed CPA with over 20 years of experience helping businesses navigate complex financial challenges.

I’ve served as CFO, Controller, and trusted advisor to healthcare groups, private equity-backed companies, and high-growth startups. From building GAAP-compliant systems to leading $25M equity raises and multi-location acquisitions, I bring big-firm expertise with a personal touch.

Specialized Services

Tax Prep and Planning

Stay ahead of tax season with accurate filings and proactive strategies that minimize liabilities and maximize savings. I’ll help you navigate personal and business taxes with confidence and clarity.

QuickBooks setup & clean-up

Whether you're starting fresh or untangling a mess, I’ll get your QuickBooks organized, accurate, and tailored to your business—so you can focus on growth, not spreadsheets.

Financial reporting & Analysis

Get clear, accurate financial reports that actually help you run your business. I turn your numbers into insights so you can make smarter, faster decisions.

GAAP conversions and audit prep

Transition smoothly to GAAP-compliant financials and be fully prepared for your audit. I’ll help you clean up your books, document policies, and meet auditor expectations with confidence.

Strategic finance / Outsourced CFO

Gain high-level financial strategy without the full-time CFO cost. From cash flow forecasting to investor relations, I provide executive-level insights to help you scale sustainably and make confident business decisions.

M&A support and integration

From due diligence to post-close integration, I help you navigate the complexities of mergers and acquisitions with clarity and control. Whether you’re buying or selling, I ensure the financials make sense and the transition runs smoothly.

Who I Help

  • Medical Practices - Streamlined accounting, KPI dashboards, and M&A support

  • Entrepreneurs & Startups - CFO-level insights without full-time cost

  • Small Business owners - Bookkeeping, Tax, and cash flow guidance you can rely on

  • Individual tax planning for all income levels

Client Wins / Why Choose us

  • Helped a healthcare platform raise $25M in combination of debt and equity and acquire 7 practices

  • Assisted a healthcare MSO in raising $15M in debt and acquiring 4 practices

  • Transitioned multiple companies from lender default to clean financing

  • Built scalable, investor-ready reporting systems for fast-growing startups

  • Represent several clients in IRS cases and minimized impact on business both in time and money

  • Succesfully lead first year audits to work through complex accounting challenges

Who we are

Lets Talk

Whether you need help preparing for an audit, raising capital, or just making sense of your numbers- We are here to make your life easier.

Schedule your appointment

Schedule your consultation today to leverage our expert insights and drive your business forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

JBunting.cpa@gmail.com

561-479-7761