Jeffrey Kaufman, CPA — JK Financial Services
Jeffrey Kaufman
CPA · Financial Operator
Nationwide · Remote-First

Your numbers aren't the problem. Your system is.

Financial architecture, governance, and pressure diagnostics for government contractors, nonprofits, and growth-stage organizations that need a CFO who reads the system — not just the reports.

Trusted by GovCon, nonprofit, and growth-stage leaders

30+
Years Inside the System
GAAP · IFRS · IRS
Compliance Frameworks
GovCon
DCAA & FAR Compliance
CPA
Licensed in Virginia
The Real Problem

You don't have a numbers problem.
You have an architecture problem.

I've sat inside GovCon firms during DCAA audits. I've watched nonprofits lose grant funding because their chart of accounts couldn't support a single-audit. I've seen growth-stage companies run out of cash while their books showed profit.

In every case, the numbers were accurate. The system behind them was wrong. The indirect rate structure didn't match the contract mix. The ERP was configured for the company they used to be. The reporting told leadership what happened — never what was coming.

That's an architecture problem. And that's what I fix.

01

Your ERP is configured for who you were, not who you are

02

Indirect rates are guesses, not engineered structures

03

Compliance is reactive — addressed after the signal fires

04

Cash flow reports tell you what happened, not what's coming

05

Finance team is compensating manually for system gaps

06

Board reporting doesn't reflect operational reality

How We Work

Three disciplines.
One integrated practice.

Finance Architecture, Pressure Intelligence, and CFO Governance aren't separate services — they're three layers of the same operating system. Most organizations need all three. We start where the pressure is highest.

01

Finance Architecture

Build the Infrastructure First

Most organizations are running on financial infrastructure that was never designed to carry their current weight. We design and build the chart of accounts, indirect rate structures, ERP configuration, and reporting cadence that your operations actually require — not what came out of the box.

  • Chart of accounts design & restructuring
  • Indirect rate structure development
  • ERP selection & configuration
  • Reporting infrastructure & close process
02

Pressure Diagnostics

Read the System Before It Breaks

Financial pressure is information. Cash flow stress, audit exposure, billing gaps, and governance drift are signals — not surprises. Using proprietary diagnostic frameworks, we read those signals early and give leadership a clear picture of what the system is actually telling them.

  • Financial Operator Pressure Test (FO-PT)
  • Cash flow & burn scenario modeling
  • DCAA & grant compliance gap analysis
  • Contract risk & revenue exposure review
03

CFO Governance & Tax

Embedded Leadership + Individual & Business Tax

Ongoing CFO-level governance embedded in your operations — plus individual and business tax preparation handled by the same CPA who knows your books. No handoff. No gap between your operating decisions and your tax position.

  • CFO governance & board reporting
  • Business tax preparation (S-Corp, C-Corp, Partnership)
  • Individual tax preparation for business owners
  • Year-round tax planning integrated with CFO governance
Proprietary Methodology · For Clients & Advisory Firms

Financial Architecture & Governance
powered by pressure diagnostics.

Most financial advisors offer judgment. JKFS has systematized 30 years of pattern recognition into a proprietary three-pillar framework — deployed in every client engagement today, and being built into a platform for advisory firms.

01
Decide

Engagement & Decision Architecture

Determine whether to engage and how to structure the work using the Opportunity Evaluation Engine, Engagement Shape Predictor, and Capacity Governor.

Opportunity Evaluation Engine
Engagement Shape Predictor
Capacity Governor
02
Diagnose

Financial Pressure & Governance Intelligence

Identify hidden pressure, risk, and financial leakage using proprietary diagnostic frameworks built from 30 years of pattern recognition.

Gordian Knot Framework™
FO-PT Pressure Test
FIRA · CFPT · IRV
03
Execute

Systems, ERP & Execution Architecture

Ensure systems support operational reality — ERP evaluation, RAMP/AP models, integration governance, and process redesign.

ERP Evaluation Framework
RAMP Model
Integration Governance
Industries Served

Deep expertise in the sectors
where finance is most complex.

Industry

Government Contracting

DCAA compliance, indirect rate development, NICRA management, and Unanet/Costpoint expertise for GovCon firms from startup to $50M+.

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Industry

Nonprofits & NGOs

Grant compliance, fund accounting, GAAP and federal award management, and board-ready financial reporting for mission-driven organizations.

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Industry

Growth-Stage Businesses

Finance architecture, pressure diagnostics, CFO governance, and tax preparation for founders and CEOs scaling from $2M to $50M+.

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New Capability

Financial Modeling
& Scenario Analysis

Purpose-built financial models for GovCon and nonprofit organizations — contract bid pricing, indirect rate scenario modeling, grant budget development, and multi-year cash flow projections.

Moving beyond static spreadsheets to dynamic decision tools that give leadership real visibility into financial outcomes before they happen.

Explore Modeling Services

Contract Bid Pricing Models

Win rates improve when your pricing reflects true cost structure.

Indirect Rate Scenario Analysis

Model the impact of rate changes before submitting to DCAA.

Grant Budget Development

Build compliant, competitive budgets that align with program delivery.

Multi-Year Cash Flow Projections

See 12–36 months ahead with scenario-based forecasting.

About the Firm

A Financial Operator, not just a CFO.

"Most growth-stage CEOs and Nonprofit Directors aren't failing because of bad ideas. They're failing because their financial infrastructure can't carry the weight of their ambitions."

Jeffrey Kaufman, CPA brings over 30 years of finance leadership experience — from international program oversight to GovCon compliance to closely-held business advisory. The Financial Operator model means embedded, operational finance leadership: not just reporting what happened, but building the systems that prevent the next crisis.

Meet Jeff Kaufman

Start with a structured intake.

No generic calls. No wasted time. A focused conversation about your organization's financial pressure points and whether we're the right fit.