Jake brings strong bookkeeping, tax, and financial operations capabilities to our Fractional CFO Services team. His background includes real estate accounting, SPV (special purpose vehicle) structures, and small business tax compliance.

As an accountant and QuickBooks ProAdvisor, Jake has supported clients with a range of responsibilities including accounts receivable, accounts payable, payroll, monthly close, reconciliations, and tax filings. He has worked with multi-entity businesses and investment-backed ventures, helping them manage intercompany activity, be audit-ready, and maintain clean financials under tight deadlines.

One of Jake’s favorite clients operates several food trucks and Jake has helped them manage superior records for their expanding operations.

Jake takes a systems-first approach to financial operations, ensuring bookkeeping is accurate and usable before layering in reporting that supports strategic planning. His work is detail-oriented and built to help owners make informed decisions with confidence.

Based in Fort Myers, Florida, Jake completed his undergraduate studies in Accounting at Utah Valley University. Outside of work, he enjoys chess, skiing, kayaking, and fishing.