Hi there! Let me tell you a little bit about myself. My name is Jeffrey Ralston, and I provide fractional CFO and advisory services to small businesses. 

I love my family, my country, and my community.  I genuinely enjoy helping people, solving problems, and continuously learning new things.  I love serving my community and volunteering with my son’s Boy Scout Troop.  I am blessed to have a loving wife of over 30 years who supports me in all these endeavors.  

I began my professional services firm, J Ralston Advisors, in 2024. However, several years before that, I became a bookkeeper after working in several roles at two Fortune 500 companies throughout my 27+ year career.  I’ve performed many accounting duties in these roles, including A/P, A/R, account reconciliations, and inventory activities. In one of these managerial roles, I led a remote office with a staff of eight and financial responsibilities totaling over $3 million annually for over 10 years.  During this same period, I also volunteered to serve on the Board of Directors for a local trade association chapter.  I also served that organization as treasurer.  By the way, I am not a CPA.  I earned a Bachelor’s in Mechanical Engineering from the University of Alabama at Birmingham in 2001.  This educational experience taught me many lessons about problem-solving.  The total of all these experiences led me to start my firm offering fractional CFO, bookkeeping, and advisory services because I felt I could help others using what I’d learned.

My firm aims to provide your small business with Financial Leadership.  It is composed of two historical components and one forward-looking component.  Think of this as driving a car.  You use the view out of the windshield to see where you are headed in the forward direction, but you also need the rearview mirror to see where you’ve been.  

Historical components:
First: Compliance with your monthly bookkeeping, payroll, and tax items. This is done by timely recording all transactions in the QuickBooks Accounting System according to their proper account and reconciling all company bank and credit cards. This is all done to track your profitability and minimize your tax obligations according to the law.

Second: Produce concise and actionable information as a Monthly Report.  This report will contain a view of the key performance indicators (KPIs), the Income Statement, the Balance Sheet, and the Statement of Cash Flows at the end of each accounting period.

Forward-Looking:
Third (and most importantly): Clarity. We’ll take the time to explain all of this critical information in actionable terms so you can move your business forward and achieve your goals. We will take the time to understand where you want to take your business so that we can help you forecast, budget, and roadmap the milestones you need to achieve success. 

I’m confident that my firm can provide your small business with a superior level of clarity for decision-making, compliance with your record-keeping responsibilities, and minimization of your company’s tax obligations. Contact me to set up a no-fee consultation today. 

I’d love to hear all about your business and show you how my firm can help.

My firm specializes in helping small businesses in many different industries, including solo-preneurs, consultants, and those specializing in dental, therapy, and chiropractic firms.

I am based in Gardendale, Alabama (a suburban community of Birmingham), and offer top-notch services to meet all your business’s needs.  We can serve your business anywhere in the United States.

Let us help you master your business's financial side so that you can better focus on serving your customers.  

We are also practitioners of the Profit First methodology, and I am a Certified Banking Partner with Relay, the official bank of Profit First. I’d be happy to help you deploy the Profit First methodology in your business to ensure you pay yourself first, simplify your cash management, make provisions for taxes, and more. 

Get in touch today, and let's start this exciting financial adventure together. Your success is my priority!