Know where you stand
A dependable monthly close, useful management reports, and a clear view of cash, profitability, and performance.
RYAN ADVISORY SERVICES · STUART, FLORIDA
Your next stage.
A clearer financial path.
Fractional CFO leadership and proactive tax services for business owners in Stuart, the Treasure Coast, and beyond.
CPA expertise.Executive perspective.Personal attention.
PLAN WITH CLARITY.Make your numbers part
of every growth decision.
of every growth decision.
30+ years of accounting & executive experienceCFO + CPA financial leadership and tax insightBased in Stuart. Working across the U.S. and internationally.
01 / YOUR FINANCIAL PARTNER
Build the business.
We’ll help you see the way.
You don’t need to make every financial decision alone. A fractional CFO brings experienced leadership into your business on an ongoing basis, with a scope shaped around your needs.
See what’s ahead
Cash-flow forecasts, budgets, and practical scenarios to prepare for hiring, investment, and changing conditions.
Decide with confidence
A regular conversation with an experienced financial partner to turn the numbers into priorities and action.
A RELATIONSHIP THAT KEEPS MOVING
One ongoing partnership.
A consistent financial rhythm.
MonthlyClose, reporting, forecast updates, and management discussions.
QuarterlyRevisit priorities, business performance, and tax-planning opportunities.
As you growSupport financing, new investments, systems, and ownership decisions.
Frequency and deliverables are agreed for each engagement.
YOUR NEXT MOVE
What would help
you most right now?
Choose the challenge closest to yours. We’ll show you a useful starting point for our conversation.
YOUR STARTING POINT
Financial clarity & ongoing CFO support
Start with the quality of your financial information, then build a forecast and a regular review process around the decisions that matter.
- Monthly reporting and profitability insight
- Cash-flow planning and forecasting
- Recurring financial review meetings
A conversation starter. We’ll tailor the scope together.
02 / AN INTEGRATED PRACTICE
Your business and your taxes
belong in the same conversation.
Financial leadership works best when it connects day-to-day performance with the tax and strategic decisions ahead.
ONGOING LEADERSHIP
Fractional CFO
Executive-level support for owners who need more insight, structure, and financial direction.
- Cash flow, budgets & forecasting
- Monthly close & management reporting
- Profitability & operational insight
- QuickBooks setup & financial controls
YEAR-ROUND PERSPECTIVE
Tax services
Business and individual tax preparation, supported by proactive planning throughout the year.
- Individual & business tax returns
- Year-round planning conversations
- Entity & owner tax considerations
- IRS & state tax assistance
AT THE TURNING POINTS
Strategic advisory
Experienced guidance when you’re starting, raising capital, evaluating value, or planning what comes next.
- Business valuations
- Investor materials & financial models
- Startup financial infrastructure
- Transaction & executive support
Jon D. Ryan, CPAOwner · Ryan Advisory Services LLC
03 / EXPERIENCE AT YOUR TABLE
A CPA’s discipline.
An executive’s perspective.
Jon brings more than 30 years of accounting, financial leadership, and executive experience to the decisions business owners face every day.
His background includes Ernst & Young and Smoak, Davis & Nixon LLP, along with CFO and CEO roles in public and privately held businesses. That experience connects rigorous financial analysis with the practical realities of running a company.
As Chief Accounting Officer of Gazit Group USA, Jon worked with commercial real estate, specifically medical office buildings, and International Financial Reporting Standards (IFRS) accounting within a group whose parent company was based in Tel Aviv. His work also involves relationships across the United States, England, Columbia, and Qatar, as well as Cayman Islands work for Oceanhawk and another company.
From startup systems to complex reporting, valuations, and growth planning, Ryan Advisory provides hands-on attention with a clear focus: useful information, informed decisions, and an ongoing relationship.
Public & private companiesStartups & growing businessesSEC / PCAOB experienceIFRS accountingInternational perspective
EXECUTIVE EXPERIENCE / FEATURED CASE STUDIES
Delta Southern Railroad
Business transformation & exit leadership
As CEO of Delta Southern Railroad, a company owned by a private equity group, Jon led the rebuilding and transformation of the business.
He directed infrastructure upgrades, reorganized staffing to maximize productivity, implemented technology where it supported operations, and established a business development function to pursue growth.
Jon also built relationships with local, state, and national leaders, alongside industry stakeholders, to support the railroad’s strategic objectives. He led the company through a planned exit, connecting operational improvements, business development, and stakeholder relationships with the owners’ long-term goals.
Rebuild the foundation
Infrastructure improvements, staffing alignment, and practical technology.
Create a path for growth
A business development function and relationships across government and industry.
Connect strategy to ownership
Leadership through a planned exit for a company owned by a private equity group.
PUBLIC COMPANY CFO EXPERIENCE
Nasdaq: OHACUOceanhawk Acquisition Corp.
CFO leadership through a public-market milestone
Jon serves as CFO of Oceanhawk Acquisition Corp., a role he held through its May 2026 initial public offering and subsequent full exercise of the underwriter’s over-allotment option.
The company closed its upsized IPO on May 22, 2026. Five days later, the full over-allotment exercise brought aggregate gross public-offering proceeds to $184 million.
In his role as Chief Financial Officer and Principal Financial and Accounting Officer, Jon certified the company’s quarterly reporting for the period ended June 30, 2026. His certification reflects responsibility for financial reporting and, together with the other certifying officers, disclosure controls and procedures.
$160MInitial IPO gross proceeds
May 22, 2026
May 22, 2026
$24MAdditional over-allotment proceeds
May 27, 2026
May 27, 2026
$184MTotal gross public-offering proceeds
Including full over-allotment
Including full over-allotment
For business owners, this experience brings perspective on the quality of financial information and accountability required as a business prepares for its next stage.
Discuss your financial leadership needsCOMMERCIAL REAL ESTATE & INTERNATIONAL ACCOUNTING
Gazit Group USA
Accounting modernization within an international real estate group
As Chief Accounting Officer of Gazit Group USA, Jon brought accounting leadership to a commercial real estate business specializing in medical office buildings.
His work included IFRS accounting within an international corporate structure, connecting the U.S. business with its parent company in Tel Aviv.
Jon directed and implemented technology to streamline accounting and reporting. He improved coordination between operations managers and the finance and accounting team, helping financial information move more effectively between the people managing the properties and those reporting on their performance.
These improvements strengthened the quality and timeliness of financial results, budgeting, and month-end reviews.
This experience adds a real estate, systems improvement, and international accounting perspective to the financial leadership Jon brings to business owners and management teams.
Streamline the process
Technology implementation to improve accounting and reporting workflows.
Connect operations & finance
Better coordination between operations managers and the finance and accounting team.
Improve financial insight
Higher-quality, more timely financial results, budgeting, and month-end reviews.
INTERNATIONAL PERSPECTIVE
Based in Stuart.
Working across borders.
Jon works across borders and time zones, with professional relationships spanning the United States, England, Columbia, and Qatar. His international work also includes Cayman Islands engagements for Oceanhawk and another company.
His international business development experience includes travel to Dubai to pursue capital for MobileyMe. Combined with his work within international corporate structures, that experience brings a broader perspective to financial leadership and strategic advisory.
Start a conversation with JonBUSINESSES WE UNDERSTAND
Different businesses.
Shared financial questions.
We work with owners, management teams, and individuals who value experienced advice and a direct relationship. Engagements are tailored to each business’s complexity and stage.
04 / STAY CONNECTED
Good advice doesn’t end
when the return is filed.
Keep the conversation going when your business, income, or plans change. These simple checklists help make each discussion more productive.
Your monthly financial check-in
Prepare for a useful conversation about performance and the next month’s decisions.
When to call your CPA
Recognize the changes that deserve a conversation before year-end or a transaction.
Plan your next conversation
Review a forecast, discuss a tax question, or talk through a decision with Jon.
Open booking calendarFor tax returns and confidential records, use the secure delivery method provided for your engagement.
BEFORE WE TALK
A few practical questions.
How does a fractional CFO relationship work?
We agree on a recurring scope based on your financial information, management needs, and business priorities. It may include forecasting, reporting, management discussions, and support for specific decisions. The scope and meeting frequency are set together.
Can I start with tax services?
Yes. Individual and business tax services can be a standalone engagement. If you also need cash-flow planning or management reporting, we can discuss an ongoing CFO relationship.
Is this a fit if I already have a bookkeeper?
It can be. CFO support can build on your existing bookkeeping and accounting team, adding financial analysis, forecasting, and decision support. We’ll clarify responsibilities before the engagement starts.
What should I bring to the first conversation?
Be ready to describe your business, current accounting setup, and the decisions or concerns prompting the call. For a tax inquiry, outline the filing needs and recent changes. We’ll agree on any records needed and how to provide them securely.
How are fees determined?
Fees depend on the scope, complexity, and level of support required. After discussing your needs, we’ll define the proposed engagement and fees before work begins.
LET’S START WITH YOUR GOALS
What’s your
next stage?
Tell Jon where you are today and what you want to achieve. Together, we’ll identify the right starting point.
RYAN ADVISORY SERVICES LLC
Suite 203
Stuart, FL 34994
Jon D. Ryan, CPA
1650 South Kanner HighwaySuite 203
Stuart, FL 34994
Based in Stuart, Florida.
Working across the U.S. and internationally.