Purpose-built bespoke solutions. Designed by a CPA, for CPAs.
Targeted tools for the highest-friction workflows in operations
and ERP management.
Good decisions start with a clear picture of your business. We build structured Excel models that turn your assumptions into actionable plans — whether you're forecasting revenue, planning headcount, or stress-testing a new idea. Built to be used, not just presented.
If your team is spending time on repetitive tasks — data entry, report generation, file management — that is time and money being left on the table. We build process automations that handle the routine so your people can focus on the work that actually moves the needle.
If you're pulling reports manually or digging through spreadsheets to answer basic questions about your business, you're wasting hours you don't have. We build dashboards that give you a live view of the numbers that matter most — so the answers are always there when you need them.
Click between demos to explore example work flows and dashboards.
Jake is a finance transformation leader with over a decade of experience spanning Big Four audit, public companies, and private asset managers in both FP&A and reporting roles. He has built his career at the intersection of finance and technology, developing the models, processes, and systems that enable organizations to make better decisions, operate more efficiently, and scale with confidence.
Jake started Sightline Financial Consulting to bring that same rigour to businesses that need it most: organizations that are growing, evolving, or simply ready to work smarter. If your financial processes feel like a black box, or your models aren't giving you the confidence to make decisions — that's exactly the problem Sightline is here to solve.
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