Proof

Why you can trust the method

All client work is under strict NDA. I publish no client stories, named or anonymized, and I give no reference calls. That is a promise to every client, including you. What you can check instead:

My record. The operating history below.
Samples of the work, built on made-up companies and labeled that way.
A fixed fee, with the last payment due only when the agreed deliverable is delivered, and a Board stage gate in the flagship.
Your own live dashboard, from the start of your engagement.

My record

New software in without breaking the numbers

Selected and implemented Workiva, from signed contract to full production in 1.5 months. Tested a QuickBooks-to-Oracle migration and its audit trail. Replaced a paper accounts-payable process. As CFO, upgraded the accounting, inventory, point-of-sale and email systems and built dashboards. Four times, before anyone was talking about AI, my job was putting new software into a finance function without breaking the numbers.

Board-ready and regulated

Senior loan and financial reporting to the Board, SEC, OCC, FNMA, FHLMC and GNMA at a bank.

Private equity and funds

Fund accounting: fund financials, partner capital statements, LP reporting. Kept a corporate actions desk running through a fund-accounting system migration.

People, and the same page

Rebuilt a financial reporting team from one remaining member and trained all reporting and alternative accounting staff before year-end. United three separate offices into one team as CFO. Tied team compensation to sales and inventory metrics. Trained 95% of a 100-person infantry company as Combat Lifesavers.

Leading under pressure

U.S. Army combat medic sergeant, 2001 to 2009, two combat deployments. Army Commendation Medal with “V” device; Army Achievement Medal.

AI

I build AI agents, workflow automation and knowledge systems by hand, with Claude, Claude Code and ChatGPT. Author of Own it, Contain it, Check it, Prove it, and a framework of 50 controls.

Education

MS, Accounting and Financial Management (Keller Graduate School of Management). BS, Business Administration of Finance (Old Dominion University). Workiva Data Management Suite certification (2024) and Workiva Platform certification (2023).

Samples of the work

Which way after SAP ECC?

A two-page summary of a decision for a made-up company with 150 ERP users, six choices priced over 15 years, with the first date, the numbers that would change the answer and three questions to ask before signing. The full 86-page report shows every number, source and assumption. Example company is made up, not a client.

Get the two-page sample

The example companies, case studies, registers, maps and dashboards on this site are made up. They are not clients and they are not results.

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Example companies and case studies shown are made up. Targets and dashboard values are measured under a written attribution rule and are not guarantees of results. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.