Management Team
Jacob Cluff - Managing Director
Jacob is an innovative Fractional CFO and investor with a strong background in financial strategy, modeling, analytics, data science, and capital raising. His expertise in strategic forecasting and capital management has significantly improved the financial operations of his partners.
Through his leadership & expertise, Jacob has guided companies through substantial growth and change. His accurate forecasting services and strategic financial planning have led to stability and operational improvements.
He has managed multiple investment funds, with emphasis in both trading securities and real estate endeavors. Jacob is highly skilled in capital raising and partner negotiations.
He received a Bachelor of Science in Accounting from Brigham Young University. Originally from Broken Arrow, Oklahoma, Jacob now resides in Fort Myers, Florida.
Jake Winkel - Financial Analyst
Jake Winkel is an expert in bookkeeping with a strong background in tax services for various businesses. He has extensive experience working with investment funds, property management companies, and consumer debt companies. Jake is well-versed in handling C Corps, S Corps, LLCs, and other business structures. His detailed knowledge of these entities allows him to provide tailored bookkeeping and tax solutions that meet the unique needs of each business type.
In addition to his bookkeeping and tax expertise, Jake has significant experience in fund management. This experience has equipped him with the skills needed to help businesses maintain accurate financial records and navigate complex tax requirements. Originally from Lindon, Utah, Jake now resides in Fort Myers, Florida. He is dedicated to ensuring his clients have a clear understanding of their financial status and compliance obligations, making him a valuable asset to any business.