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Helping small businesses achieve financial success with a client-first CFO approach
Jason Bangerter
CFO Advisory & Tax Services
JB Management
Platinum since Jan 2026
Introduction
Jason Bangerter with JB Management is a CPA who helps business owners achieve their version of success, whether that's more cash flow, more time, or just more peace of mind. He does this with a refreshingly thoughtful, client-first approach that prioritizes what’s genuinely healthy for each company.
What They Do
Jason Bangerter provides CFO and advisory services to small and medium businesses, helping them identify their financial goals and achieve success tailored to their needs. His services focus on improving cash flow, increasing owner pay, and freeing up time for business owners through strategic financial guidance.
Location & Service Area
Based in Mountain View, California, Jason serves businesses throughout the United States, offering national reach for client work and referral partnerships.
What Makes Them Different
Jason is known for his personable approach and thoughtful understanding of client needs and businesses. He follows a client-first philosophy, focusing on what is genuinely healthy for the company rather than pushing unnecessary services, earning trust through responsiveness and ethical practices.
Services Offered
Who They Help
Jason works best with small to medium business owners who want to achieve specific financial goals such as more time freedom, improved cash flow, or higher owner pay. His ideal clients are ready to invest in strategic financial guidance to transform their business outcomes and appreciate a client-first, ethical approach.
Know someone who says...
"I need to get a better handle on my business finances"
"I want to pay myself more but don't know how"
"I need someone to help me plan where my business is headed"
"I'm drowning in the day-to-day and need more time back"
Fun Fact
Jason doesn't drink coffee or tea — making him probably the most unique person in any business networking room!
Quick Facts
Reviews (1)
Featured Review
"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."
January 15, 2026
Ready to Connect?
Call Bruce now to ask questions or book services with JB Management
Call 833-853-6789