Learn how starting your 2027 budgeting and forecasting before year end can improve visibility into cash flow, hiring, pricing, margins, and growth.
Mark Jacob
Chief Operating Officer
Expertise and Discussion Topics: Financial Compliance, Audit Readiness, Operations, Risk Management, Financial Modeling, Internal Controls, Talent and Process Optimization
About Mark
Mark is an accounting and finance professional with over a decade of experience in public accounting and consulting. With experience in audit, tax and financial reporting in various industries such a real estate, healthcare and technology, he has a broad knowledge base to draw from to help his clients. As both an accountant and entrepreneur, he is passionate about helping clients strategically organize and grow their businesses to reach their goals.
Education
San Diego State University
Bachelor of Science (BS), Accounting & Business Administration
Bachelor of Science (BS), Accounting & Business Administration
Licenses & Certifications
Securities Industry Essentials (SIE)
FINRA
FINRA
Experience
- Chief Operating Officer
CRI CFO Hub - Managing Director
Adaptive Capital Partners - Managing Director
GovCFO - Controller
Tourmo - Vice President, Controller
RedHill Realty Investors - Audit & Accounting Senior
RBTK, LLP - Senior Associate
Noble Street Advisors - Senior Auditor
Acuity Consulting, Inc. - Tax Auditor
California Department of Tax and Fee Administration - Accounting & Audit Staff
BDO USA, LLP
Latest Articles from Mark:
How Do I Know If My Business Is Ready for a CFO?
As businesses grow, financial complexity often increases. Discover five signs that your organization may need CFO-level leadership and learn how strategic financial guidance can support growth, forecasting, and decision-making.
What’s the Difference Between a Controller, a Bookkeeper, and a CFO?
Learn the differences between a bookkeeper, controller, and CFO, including what each role does, when growing businesses need support, and whether a fractional CFO may be the right fit.
Fractional CFO vs. Outsourced Accounting: What’s the Difference?
A business struggling to close its books on time may not need a CFO, while a business with accurate financial statements may need more than an accountant if leadership is trying to forecast cash flow, evaluate an expansion, or prepare for a transaction. Understanding the difference between fractional CFO services and outsourced accounting can help you determine what kind of support your business actually needs.
Managing Shifts in Finance Infrastructure
Learn the proper way to develop and track KPIs, ensuring your business measures performance effectively, aligns goals, and drives continuous improvement.
KPI Development and Tracking The Proper Way
Learn the proper way to develop and track KPIs, ensuring your business measures performance effectively, aligns goals, and drives continuous improvement.