©2018 by John Jacobs

Houston, Texas





We work side by side with you to help create unprecedented value. We have experience in finance, cash management, M&A, and investor relations. We help organizations create competitive advantages through strategic finance. Whether or not you have a CFO, we will work to align financial functions with your company’s strategic priorities. We help you concentrate on higher-value initiatives and spend less time on accounting and transactional finance activities.  We’ll guide you through a transformation that enables your finances to have it all: speed, simplicity, innovation, accuracy, and lower cost. We can help you:


  • Digitize payments - Enable your customers and vendors to transact in the simplest way possible to ensure you pay and get paid when you want to. No more, “the check is in the mail.” Optimize your payment systems to safely transact anywhere at any time.

  • Have your books in order - Every business must have kept the books, internally or externally. It is a necessary function of any business that many overlook as just another to-do on the list without understanding the true implications that numbers have on their operations. We help you identify the key performance indicators driving your organization so you can make more strategic decisions.

  • Optimize your numbers - Are you charging the right price? Is your cost under control? Do you know your margins? What about your cash conversion cycle? We will run an assessment to determine if your numbers are in line with industry expectations, and if not we will help implement methods to correct any issue. We show you how to use your financial statements as a strategic weapon that enables you to destroy the competition.

  • Master your M&A strategy - Gain a deep understanding of your business model to identify potential exits or acquisitions that are in line with your priorities. We have experience with the due diligence process and an extensive network of investors to provide you with a fact-based, rigorous assessment that helps spot and prepare for any deal.  

We take a managerial accounting approach to help you understand and optimize the numbers running your business. Taking a deep dive into the finances of your organization can help identify any threats or opportunities that you should be aware of. With current technology, we can help you keep track of the indicators that drive your success in real time.  

Consulting Services


Redefine your financial processes to be completely digital and practically automated, from invoicing to payroll. 


Stay up to date with your financial statements, no longer will you have to wait until the end of the quarter to see how you did. 


Organize financial plans that support the execution and achievement of your mission.


Develop an M&A strategy and prepare yourself for the due diligence process with the guidance of our experienced team