Charles M. Jacobson

Charles (Chuck) is responsible for day-to-day operations of the firm and serves as service delivery coordinator for several of the firm’s largest clients. Since co-founding the firm in 2007, Chuck has served as CFO/CAO/Controller of his public clients and has advised his clients on numerous M&A transactions and GAAP/SEC compliance and reporting matters. As a CPA with 20 year of experience, he has worked with both public and private companies in numerous industries, including communications, technology and manufacturing.

Immediately prior to founding the firm, Chuck worked in private industry for ATX Communications, a telecommunications company, rising to Senior VP of Finance. He also spent a number of years in public accounting working for both BDO Seidman and Ernst & Young. Chuck started his professional career at a regional accounting firm where he performed audits on governmental agencies. Throughout his career, Chuck has been actively involved in major mergers & acquisitions as well as in-court (Chapter 11) and out-of-court restructurings. With in-depth experience in finance/accounting department operations, audits, IPO’s, SEC financial reporting, and post-acquisition integration, Chuck knows the challenges faced by businesses today.