We can't find the internet
Attempting to reconnect
Something went wrong!
Connection blocked by network firewall - please contact your IT administrator
Jason Bangerter
CFO Advisory & Tax Services
JB Management
About
Your business should work for you, not against you.
Most business owners know where their money went, but they don't always know where it's going. I'm Jason Bangerter, and I help entrepreneurs move from drowning in the day-to-day to having total clarity over their financial future.
As a CPA specializing in CFO and advisory services, I work with small and medium businesses nationwide from my base in Mountain View, California. My approach is built on a client-first philosophy — I focus on what's genuinely healthy for your company, not what generates the most fees.
Whether you want more cash flow, optimized taxes, higher owner pay, or simply more time back in your life, I help you achieve your version of success. Through strategic financial planning and tax advisory, I provide the roadmap to transform your business outcomes and maximize profitability.
How I Work
Understand First
I take time to learn your specific goals and challenges before recommending any financial strategies.
Speak Plain English
I explain complex financial concepts clearly and respond to your questions within 24 hours.
Deliver Results
I measure success by your outcomes — more cash flow, time freedom, or higher owner pay.
Top Trusted Business
Verified Platinum Member
Top Trusted Business
Verified Platinum Member
Services
CFO Services
Strategic Financial Planning
Tax Compliance & Advisory
Cash Flow Optimization
Owner Compensation Planning
Financial Reporting & Analysis
Business Growth Strategy
Reviews (1)
"Jason Bangerter is a knowledgeable, generous, and strategic CPA whose advice and expertise in tax and financial planning make him an invaluable partner for business owners seeking to build healthier, more successful companies."
Jesse Chor
January 2026