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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
With over 12 years of accounting experience, I work closely with family-owned businesses to take the guesswork out of their finances. Whether you need a full setup, a cleanup, or ongoing bookkeeping, I provide clear, reliable financials so you’re organized year-round—not scrambling when tax season hits.
Overview
Hired 12 times
1 similar job done near you
Background checked
1 employee
8 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Excellent 4.9
14 reviews
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Read reviews that mention:
Tia R.
Jun 12, 2026
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Hired on Thumbtack
Jake was great to work with! I came into this process feeling overwhelmed and confused by the financials, and he helped break everything down in a way that actually made sense. He was patient with all of my questions, honest about the risks, and never made me feel pressured one way or the other. He helped me look at the numbers objectively and gave me valuable insight that will help me make an informed decision. I really appreciated his professionalism, responsiveness, and willingness to explain things clearly. I would definitely recommend him to anyone needing help reviewing a business opportunity or financials.
Accounting
Dom A.
Jun 22, 2026
As a small business owner, finding an accountant who is knowledgeable, patient, and genuinely invested in your success is invaluable. From helping me organize my finances to thoroughly answering all of my questions as a beginner, Jake has made managing my business finances feel much less overwhelming. He has provided thoughtful guidance on scaling my business while considering both liability and cost-effectiveness. What sets him apart is his holistic approach—he doesn't just focus on taxes and bookkeeping. He's also connected me with trusted financial professionals to help me plan for retirement, college savings, and long-term financial goals. If you're looking for an accountant who is responsive, strategic, and truly cares about helping you build a strong financial foundation, I highly recommend Jake.
Hoots T.
May 10, 2026
I have had a great experience working with Jake. I opened my own therapy practice last year and he has been with me through each step along the way. He always communicated with me and explained in detail what we needed to do to continue to grow my practice. When it came time, he assisted in applying for an s-corp election as my company grew. He has been able to save me lots of money and help expand to the next chapter. I highly recommend his services!
Ethan S.
May 10, 2026
Jake was very responsive and helped me get my business organized and my books in order. Will definitely be working with him moving forward.
Jake Sarfati's reply
Ethan it was a pleasure working with you to get your books up today and help create an easy to use structure.
JOSH M.
May 10, 2026
Switched all of my bookkeeping and on going financial reporting / tracking to Jake
Credentials
Background Check
Jacob Sarfati
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Services are part of a package which include consultation time. Our pricing is within market value.
What is your typical process for working with a new customer?
I start by understanding your business—your structure, industry, and what you actually need. Then I review your current books and systems to identify gaps.
From there, I provide a clear scope of work and transparent pricing. Once everything is agreed upon, I send over an engagement agreement and get started immediately.
What education and/or training do you have that relates to your work?
I studied Accounting at Florida Atlantic University
