Your Private Finance Office

We help build and maintain reliable financial systems and provide CFO-level leadership that allows you to grow with confidence. We primarily serve small businesses that work in the construction, real estate development, professional services, and technology industries.

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Your Partner in Growth, Beyond the Balance Sheet

We understand the complexity, operational pressures, and financial risk inherent in your business. As your dedicated partner, we take ownership of your accounting and finance functions, giving you the clarity to make informed decisions and the freedom to focus on what you do best: managing and growing your business.

Choose Your Level of Partnership

From foundational bookkeeping to full CFO advisory—we meet you where you are and grow with you. We will tailor a plan for your needs.

Foundation

Financial Control

Starting at $2,000/mo
  • Accurate, decision-ready financials delivered monthly
  • Clean books that give you confidence in your numbers
  • Tax preparation handled efficiently with no surprises
  • Key metrics tracked so you know where you stand
  • Accounting System setup and ongoing management
  • Responsive support when you have questions
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Most Popular

Growth

Strategic Finance

Starting at $4,000/mo
  • Everything in Foundation, plus:
  • Forward-looking cash flow forecasts so you can plan ahead
  • Structured strategy sessions focused on growth, margins, and cash flow
  • Proactive tax planning
  • Margin analysis that shows where you're actually making money
  • Project-level profitability tracking (construction/project-based businesses)
  • Custom dashboards with the metrics that matter to you
  • Priority access when you need guidance
Get Started

Scale

Virtual CFO

Custom Pricing
  • Everything in Growth, plus:
  • Comprehensive budgeting and variance tracking to keep you on plan
  • Strategic guidance on hiring decisions and compensation structures
  • Pricing strategy analysis to maximize profitability
  • Board-ready financial presentations for investors or partners
  • We function as your active CFO: advising on capital structure, lender relationships, investor communication, and long-term strategic planning
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About Heywood CPA

Big Firm Expertise. Small Business Agility.

My career spans both institutional accounting and entrepreneurial operations. I've seen financial reporting from both sides — as an advisor and as an operator responsible for outcomes. That perspective allows us to provide disciplined financial guidance while staying practical and adaptable. From capital raises to performance tracking, we focus on what helps you move forward with confidence.

How We Help You Scale

AI and automation are changing how modern businesses operate. As an accounting firm, we invest in and deploy the latest technologies so you don't have to. We will work together to build a customized, efficient system that reduces manual work, increases accuracy, and delivers real-time financial visibility. The result is a more autonomous financial infrastructure — one that lowers your reliance on added headcount while allowing you to focus on core operations.

Service Built on Trust

Client service is in our DNA. We believe we are only as valuable as the results we deliver tomorrow. We demonstrate this commitment by:

Investing in you: We put significant resources into your initial onboarding and waive the initial onboarding fee.

Earning your business monthly: No long-term lock-ins. We rely on a monthly term commitment because we believe our value should speak for itself every single day.

Meet Jake

Jacob Heywood

Jacob Heywood brings a unique blend of real-world operational experience and financial expertise to every client engagement. As a healthcare real estate developer and entrepreneur, Jake has spent years delivering complex medical facilities and building patient-centered care businesses in Utah.

This dual perspective as both operator and developer gives Jake deep insight into what growing businesses need: efficient systems, smart financial structures, and the freedom to focus on core operations rather than back-office complexity.

Earlier in his career, Jake worked in International Tax Services at Ernst & Young in London and Silicon Valley, helping advise multinational companies on restructuring and financial compliance.

Jake is a Certified Public Accountant (CPA) and holds a Master of Accountancy (Taxation) and B.S. in Accounting from Brigham Young University. He approaches every engagement with precision, collaboration, and a long-term vision for sustainable growth.

Big 4 Experience Ernst & Young
Master's Degree Accountancy (Tax), BYU
CPA Licensed Utah, Active Status
Real-World Business $200M+ Projects Managed

The Fieldbook

Practical insights on construction finance, automation, and better business operations

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Pay Application Automation: A Practical Playbook for Construction Firms

The hidden cost of keeping payment application prep in-house with project managers—and a practical playbook for automation and outsourcing to your accounting team.

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When Construction Firms Should Move to Accrual Accounting

Understanding when your construction business needs to transition from cash-basis to accrual accounting and WIP reporting—and how to make the shift.

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Finance as Infrastructure, Not Overhead

What a well-built accounting and finance function actually returns to a construction business—and why it should be viewed as strategic infrastructure.

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Let's Build a Finance Function That Supports Your Growth

Schedule a 30-minute consultation to discuss your business and see how we can help

Contact Information

Phone:
(435) 657-5038

Location:
Midway, Utah
Serving businesses throughout Utah and beyond

What to Expect

In your consultation, we'll discuss your current financial setup, challenges, and goals. I'll be direct about whether we're a good fit and provide transparent pricing. If we're not the right fit, I'll tell you directly — and point you toward a better solution. No pressure, just honest guidance.

Most clients start with a simple Foundation or Growth package and expand from there as their needs evolve.