JPFIS Information

JPFIS is a financial consulting practice helping founders, CEOs, CFOs, investors, and lenders make better financial decisions with investor-grade financial models, FP&A, and fractional CFO support. Led by a fractional CFO and financial modeling expert with over 20 years of finance experience, including a decade advising more than 250 companies, we bring a unique perspective from both sides of the table. We have supported startups and established businesses raising capital while also working with investors and lenders evaluating investment opportunities and financing decisions. We build robust, flexible, and audit-ready financial models that stand up to investor and lender due diligence. Our services include three-statement financial models, operating models, 13-week cash flow forecasts, budgeting and forecasting, board reporting, KPI dashboards, strategic financial analysis, and investor pitch deck support. Our experience spans SaaS, technology, manufacturing, telecom, data centers, renewable energy, logistics, hospitality, healthcare, consumer brands, D2C businesses, and complex multi-entity, multi-currency organizations. We also provide US bookkeeping and month-end close services, allowing clients to combine accurate financial reporting with strategic CFO oversight through a single trusted partner. Whether you are raising capital, securing debt, scaling operations, or strengthening financial decision making, JPFIS delivers the financial clarity and strategic insight needed to move forward with confidence. Specialties: Fractional CFO • Financial Modeling • FP&A • Financial Analysis • Investor Pitch Decks • Cash Flow Forecasting • Three-Statement Modeling • Startup Fundraising • Strategic Finance • Board Reporting • Budgeting & Forecasting • Multi-Currency Consolidation • US Bookkeeping • QuickBooks Online