Jacobs Real Estate Advisors

Real-estate investment and advisory firm focused on property acquisition and asset management.

Affiliation: Employee

KatieRich Asset Management

KatieRich Asset Management

Real-estate holding and investment company focused on value-add real estate and hospitality assets.

Affiliation: Employee

W Squared

W Squared

Real-estate holding company in the Southeast.

Affiliation: Investor

Happy Clients

“Working with Zac has been an absolute game-changer for our company. His deep knowledge of restaurant finance, coupled with his professionalism and approachable nature, makes him an invaluable asset. Zac not only brings a wealth of financial expertise to the table but also a sense of partnership—you truly feel he’s in your corner, dedicated to your success.”

Lamia Saleh

President – Neomonde

“I cannot recommend Zac enough. Zac is the rare type of “finance guy” that also intimately understands the nuances of building a startup. He has a wealth of knowledge around traditional financial management strategies, and the necessary creativity to manage an evolving startup’s capital needs. As a founder, you deal with a lot of uncertainty and risk. Having a guy like Zac in your corner helps to clarify your path, and he just makes success feel a little more do-able!”

Drew Amato

CEO & Founder – Mully

“Working with Zac has been like having an in-house CFO. He goes beyond the spreadsheets to make sure he understands the strategic objectives of our business and helps build a financial strategy that aligns with those objectives. His work is always accurate, he’s time efficient, and easy to communicate with. We plan to keep using him as our virtual CFO for as long as we can.”

Devir Zivan

CEO – Bark Buildings

“Zachary has been an important member of our team since starting last year. When Zachary was hired he was tasked with building an accounting and finance system from scratch, starting with a large volume of unsorted data. He has exceeded our expectations and has been a pleasure to work with. He is responsive and clear in all communications.”

Brendon Fields

CEO/Founder – Rebaid