Background
Jake is a CPA and operations leader with experience across public accounting, corporate tax, startup advisory, and scaled professional-service delivery. His work has included building tax and accounting teams, designing service models, managing high-volume delivery, improving capacity planning, and supporting more than 1,000 startups and small businesses.
That combination matters because operational problems rarely stay inside one function. Pricing affects scope. Scope affects capacity. Capacity affects quality. Quality affects retention. Useful advice must connect those decisions instead of treating them as separate projects.
How Jake approaches the work
- Start with the decision. Analysis matters only if it changes what the business does next.
- Use imperfect information honestly. Directionally useful evidence is better than waiting for a perfect system.
- Standardize deliberately. The goal is not sameness; it is reducing exceptions that do not create customer value.
- Protect the people doing the work. A scalable model should make expectations clearer for clients and teams.
Northbound’s role
Northbound provides business and operating advisory. It does not provide legal, tax, accounting, bookkeeping, or investment services. When those needs arise, Northbound can help frame the questions and coordinate with independent partner channels.
Bring the operating question.
Whether you are forming the first version of the business or trying to understand the complexity created by growth, start with the decision in front of you.
Email Northbound ↗