• "Sarah quickly acclimated to our team and built us the complex forecasting model we had been trying to build ourselves. She's gifted in thinking about the future impact of actions we can take right now and helpful in connecting inter-dependencies that could easily be overlooked. We consider Sarah a key contributor to our team and include her in all of our strategic planning and optimization sessions. She rises to challenges with ease, finds logical and practical solutions and is truly a pleasure to work with."

    – Lauren Boyer, CEO, Underscore Marketing

  • "Sarah has the unique ability to be a Big Picture lead while not getting lost in the details. Her strength is extrapolating from tiny pieces of data and creating something meaningful and impactful at 30,000. She’s never afraid to disagree with the norm and ask questions when others would not. Sarah's a friendly, unending optimist but with a serious “you said you’d have this today” management style. I don’t write many recommendations, but this was an easy one. A true pleasure and an asset to me and my team."

    – Kevin Wenig, CPA, Finance Office Partners

  • "We couldn’t run our business without Sarah. My partner and I ran our business for over two years on our gut instinct, and what we learned is that we have a really good gut. But at a certain point in our growth, we wanted to validate our gut instinct with solid metrics and analysis. Sarah’s work gives us peace of mind—for every business decision we make, we know exactly what the future financial implications are. This is a huge value to us as we navigate the complexities of scaling our business. I consider it a marker of our success that we get to work with Sarah Jacob, and her talent and energy are a great addition to our team."

    – Zoe Dunn, CEO, Hale Advisors

  • "Working with Sarah has been so helpful for my business and revealing for my bottom line. As someone who runs a business, but is not financially savvy, Sarah helped to build a budget that will keep me on track and in the know about my financials through the year. Having the ability to reach out to her when unexpected issues arrive (like the COVID-19 crisis) and adjust the budget as needed was crucial. Sarah gives me the clarity of numbers and success without the need of having to have a full-time CFO on staff. Plus, she makes it all easy to understand and is very friendly and a pleasure to work with. If you run a small business, I highly recommend working with Sarah!"

    - Katy Dwyer, President, Katy Dwyer Designs

  • "Our business is extremely complex. Sarah has designed our financial management models with hundreds of data points. If we didn’t have her leading our financial forecasting and internal planning process, we wouldn’t be the company we are today. Sarah is critical to our success--and a pleasure to work with."

    -Kale Kaposhilin, Entrepreneur, Community Builder

  • "I have a background in financial services—I have the skills to do financial analysis, reporting, and strategy. But as a business owner, that’s not the best use of my precious time and energy. With Sarah, I know our financial bases are covered so I don’t have to worry about that aspect of the business. My time is best spent building relationships with clients, contacts in the industry, vendors, and employees. Sarah’s work frees me up to be able to add the most value to my business."

    -Beth Bengtson, Social Entrepreneur, Executive Director, Working for Women