About Us.
Jakobe – Founder
Welcome to our firm, founded in 2024 by Jakobe Clark, where we are dedicated to providing financial expertise for everyone, from everyday taxpayers to Fortune 500 companies. Our comprehensive range of services includes CFO services, tax planning and preparation, bookkeeping, forensic auditing, and much more. We pride ourselves on professional and reliable financial solutions to help you achieve your goals. Let us guide you on your financial journey with our expert advice and support.
Experience
January 2024 – Present
Siegfried Group- Senior Consultant
• Developed several financial models in excel that helped to improve the budgeting and forecasting of future periods.
• Consulted all finance and accounting personnel on a one on one basis on how to better improve the preparation and
review of their individual account reconciliations.
• Performed sales and profitability analysis, KPI analysis, price/volume analysis, and waterfall analysis with financial
models that I constructed in excel.
October 2023 – December 2023
Riveron- Financial Due Diligence Sr. Associate
• Performed diligence procedures to analyze the quality of earnings, sustainability of earnings, cash flows, and margins.
• Provided accounting advisory for clients helping to prepare their financials for deal close.
January 2022-June 2023
PwC- Financial Due Diligence Sr. Associate
• Performed diligence procedures to analyze the quality of earnings, sustainability of earnings, cash flows, and margins.
• Worked with Microsoft directly to institute newly released reporting software and digital assets.
• Prepared and presented Quality of Earnings reports to clients. Including leading discussions with clients around topics
and adjustments identified for deals as large as $4.5 billion.
September 2019-2021
PricewaterhouseCooper (PwC)- Audit Associate
• Performed substantive audit testing procedures of client investment holdings and investment returns; capital gain and
interest income recalculations; profit and loss allocation to investor capital accounts; reconciling broker/analyst/
Bloomberg info to fund markets confirming investment quantities with 3rd parties.
May 2019
• I proudly graduated from Saginaw Valley State University with a bachelor's degree in professional accountancy. I am also a certified public accountant in Michigan, dedicated to providing financial services and support to my clients."
Saginaw Valley State University
Gavin – Co-Founder
Welcome to our firm, founded in 2024 by Jakobe Clark, where we are dedicated to providing financial expertise for everyone, from everyday taxpayers to Fortune 500 companies. Our comprehensive range of services includes CFO services, tax planning and preparation, bookkeeping, forensic auditing, and much more. We pride ourselves on professional and reliable financial solutions to help you achieve your goals. Let us guide you on your financial journey with our expert advice and support.
Experience
January 2024 – Present
Siegfried Group- Senior Consultant
• Developed several financial models in excel that helped to improve the budgeting and forecasting of future periods.
• Consulted all finance and accounting personnel on a one on one basis on how to better improve the preparation and
review of their individual account reconciliations.
• Performed sales and profitability analysis, KPI analysis, price/volume analysis, and waterfall analysis with financial
models that I constructed in excel.
October 2023 – December 2023
Riveron- Financial Due Diligence Sr. Associate
• Performed diligence procedures to analyze the quality of earnings, sustainability of earnings, cash flows, and margins.
• Provided accounting advisory for clients helping to prepare their financials for deal close.
January 2022-June 2023
PwC- Financial Due Diligence Sr. Associate
• Performed diligence procedures to analyze the quality of earnings, sustainability of earnings, cash flows, and margins.
• Worked with Microsoft directly to institute newly released reporting software and digital assets.
• Prepared and presented Quality of Earnings reports to clients. Including leading discussions with clients around topics
and adjustments identified for deals as large as $4.5 billion.
September 2019-2021
PricewaterhouseCooper (PwC)- Audit Associate
• Performed substantive audit testing procedures of client investment holdings and investment returns; capital gain and
interest income recalculations; profit and loss allocation to investor capital accounts; reconciling broker/analyst/
Bloomberg info to fund markets confirming investment quantities with 3rd parties.
May 2019
• I proudly graduated from Saginaw Valley State University with a bachelor's degree in professional accountancy. I am also a certified public accountant in Michigan, dedicated to providing financial services and support to my clients."
Saginaw Valley State University