FRACTIONAL CFO & FINANCIAL STRATEGY

CLARITY FOR PEOPLE WHO BUILD THINGS

You've built something real. A manufacturing operation. A construction company. What you need now isn't a bookkeeper. You need someone who can see the whole picture and tell you what to do with it.

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20+

years in finance & accounting

$60M

revenue complexity handled
the problem

MOST OWNERS KNOW THEIR BUSINESS. VERY FEW KNOW THEIR NUMBERS.

You can walk the floor, read a room, and close a deal. But when it's time to answer which channel is actually making you money, or whether you can afford the next hire, the picture goes dark.

01

strategy stuck in your head

You know what you want to build. Getting it onto paper and into execution is a different problem entirely.

02

no one at the table

Decoding financial jargon from banks, insurers, and CPA's steals focus from building your business.

03

the cash flow rollercoaster

You look highly successful on paper, but your cash keeps fluctuating and you can't pin down why.

04

operating on gut feel

You have plenty of data, but no clear translation to tell you what move to make next.

clarity changes everything

Jake was a wonderful team player and was eager to learn, problem solve and volunteer to help tackle any challenge the company was facing.  His practical tax and accounting experience combined with out of the box thinking helped the team identify core issues so problems could be addressed.

Jeff Gregory - cfo - Timber Products

I had a great experience working with Jake when we worked together at Timber Products. Jake is highly business savvy, knows when and how to push to keep things moving, and brings a well-rounded perspective to the business issues at hand. He has a strong focus on process efficiency and consistently found ways to streamline work without sacrificing quality. I would work with Jake again in a heartbeat!

Bernie Mcnamee - Managing Controller Global Operations - timber products

You'll find Jake is a wizard with numbers and talks the talk with banks, CPA's, Insurance companies, and other financial organizations.
If you own a business like I do, you've probably had some financial problems and growing pains, like I have. If so, I would highly recommend you talk to Jake. You'll find that he'll tell you like it is, pretty quick.
For the above reasons, I can recommend Jake with no regrets.

Gene Gros - owner - highway products
your navigator

this is where i come in.

I'm not here to run your books. I'm here to sit at the table with you, understand how your business actually operates, and help you build a financial strategy that holds up.

  • 10+ years in manufacturing finance and operations.
  • Executive-level CFO experience across project-based and production environments
  • Specialty in manufacturing and construction companies between $10M and $60M in revenue
  • Built a 3-step onboarding framework that meets you where you are at on day one.
built for industries like yours

manufacturing & construction

Scheduling, throughput, margin by project or product line, and knowing where the money goes: these aren't generic financial problems. They're specific to how you operate. That's the experience I bring to the table.

"I want to help you get from what's in your head down onto paper, and from paper into execution."
- Jacob Thomas
the plan

here's exactly what we do together.

No ambiguity. No open-ended retainers.
From day one you know what we're working on and why.

step 1

understanding the full picture

Your cash position, your financials, and your business. No assumptions, no shortcuts. We start by listening, then dig into the numbers so we actually understand where you stand before we do anything else.

step 2

build the plan

We fix your immediate leaks and design a no-nonsense framework around your long-term goals. That means cutting what's dragging you down and building habits that actually stick. You'll know exactly what's changing and why.

step 3

execute the strategy

A roadmap you can actually execute. Not just a spreadsheet. We stay in your corner as priorities shift, keeping you accountable and moving forward instead of just handing you a plan and wishing you luck.

let's get started

lets take 30 minutes and see where you stand

No pitch. No pressure.
Just a conversation about what's going on in your business and whether there's a fit.

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