The Jordan Company helps small and medium-sized businesses achieve sustainable financial health, operational efficiency, and practical growth.

Realize your, and your business’s, full potential

Through focused audits, health assessments, and automation implementation, we empower business owners to focus on their passions while financial operations remain clear and efficient long term. And unlike traditional consulting or accounting engagements, we combine CPA expertise with operational insights to reach the correct solutions and achieve a scalable, successful future.

2026 Update

After a successful 2025, advising six clients across five industries, we have full momentum into 2026 and are prepared to take on more mini audit, business health assessment, and consulting clients.

Core Tenets

Financial Clarity That Scales With You

Financial Clarity: Build a reliable financial foundation.

Financial health assessments and financial statement analysis.

Operational Efficiency: Work smarter, not harder.

Efficiency audits and system implementations to automate accounting, streamline workflows, and reduce manual tasks.

Monthly bookkeeping automation.

Growth Strategy & Partnerships: Scale with creativity and discipline.

Business strategy & operations support.

Social outreach and partnership review and recommendation.

What does Business Health mean?

We believe business owners need to understand, with accuracy:

Where is my revenue coming from? Which products? Which interfaces?

Where are my expenses going? Payroll? Software? Subscriptions? Business investment?

True margins. What are my margins by product/channel/service?

Cash balance. What’s my runway? How much can I pay myself this month?

How does my cash relate to my margins and business success? As profit ≠ cash, how can we increase your cash balances in a healthy way?

Tax planning. How can we make decisions throughout the year to make taxes as painless as possible?

Where to invest surplus cash (or what to do with it)?

Business health = success

Engagement Model

Thoughtfully planned to elevate what matters most.

We believe in quick wins paired with sustainable systems, ensuring immediate value while establishing for long-term success. Engagements range from focused audits to ongoing advisory partnerships.

We primarily seek flexible, project-based engagements with defined goals and objectives. Most engagements begin with a front-loaded assessment of financial health and operations to establish a strong foundation, followed by ongoing execution, monitoring, and and additional task-based projects as needed.

Client Profiles

We serve passion-driven entrepreneurs, businesses in transition, and growth-stage companies and organizations. Specifically:

  • Passion-driven small business entrepreneurs who do not want to get stuck in numbers looking to fine-tune the details and day-to-day operations and ensure long-term scale and sustainability.

  • Businesses in transition, whether between products, operational models, or leadership.

  • Growth-stage companies needing to ensure business details are set up for success.

From early-stage founders to established creative brands, our clients trust us to align vision with execution. Our strongest clients are those who seek clarity and efficiency, not accounting jargon.

Products Offered

We can meet your business where you are by offering multiple products, ranging from focused audits to fully-integrated fractional-CFO engagements.

  • Rebuild the foundations of trustworthy financial reporting

    • Historical book review, cleanup, and reclassification.

    • Review of books and advising on a strong path forward.

  • Streamline and automate month-end processes

    • QuickBooks restructuring and implementation of automation.

  • Mini Audit + understand the full potential of your business

    • Complete accounting, finance, strategy & operations review with advisory meetings.

    • Detailed discussion of business financial status.

    • With more usable data, analyze profit, loss, and margins to assist in short and long-term decision making.

  • “The Full Package” as an in-house Fractional CFO

    • Full accounting, strategic, and operations support.

    • Decision-making and advising partnership, including participation in relevant meetings and creation of financial, strategy, and operations deliverables.

Who is Jordan?

I am a CPA (license 50229 in the state of Virginia) with one decade of experience consulting, advising, and auditing large federal agencies, including the Navy and the FBI, before transitioning to finance, operations, and social outreach advising of startups, ecommerce brands, tech applications, nonprofit organizations, and fitness brands.

I’ve worked with organizations of many sizes, giving me insight into diverse leadership styles, challenges, and solutions across industries. We can apply an audit-based perspective to business health, efficiencies, and pain points.