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Jacob M. Grimm, CPA, MBA

Virtual CFO Director of Innovation and Automation
| Connect with Jacob
  • Process Improvement
  • Technology Strategy
  • Client Service
  • Analytics

Professional Profile

In his role as Virtual CFO director of innovation and automation, Jake spends his time researching and developing forward-thinking tools and processes to help streamline clients’ experiences with their Virtual CFO. He focuses on finding solutions that not only help the internal team be more efficient but help clients to become better informed about their business’ past results and, more importantly, their future outlook. With his background in distribution, he is equipped with the analytics tools necessary to locate potential efficiencies.

Joined the firm in 2014

Education and Certifications

  • Certified Public Accountant (CPA), State of Missouri
  • M.S. Business Administration – Accounting, Indiana Tech University, Fort Wayne, IN
  • B.S., Accounting, Manchester College, North Manchester, IN

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