Behind Every Success Story Lies a Dedicated Team

Jacob Farnsworth

Associate Consultant – Analyst

Education

Brigham Young University – Marriott School of Business – Accounting Major, Music Minor

Junior pursuing both Bachelor and Master of Accountancy Degrees – 2026

  • GPA 3.73 / 4.00
  • Niles M. and Lavonne K. Wing, Academic Scholarship
  • Member of Accounting Society, Beta Alpha Psi

Experience

Orion Advisor Solutions, Inc.           Accounting Revenue Intern                         Jun – Sept 2023

  • Reviewed sales contracts and demonstrated precision while managing relevant data for proper revenue recognition reporting purposes
  • Gained familiarity and proficiency in management software programs including:
    • Salesforce – a cloud based Customer Relationship Management (CRM) platform
    • Laserfiche – the leading SaaS provider of enterprise content management and business process automation

CFO International, P.C.,  Draper, Utah               Associate Consultant           March 2022 – Present

  • Provide monthly accounting journal entries and financial forecasting for various clients
  • Traveled to Vietnam with client’s CFO to assist in negotiating improved terms and conditions with multiple suppliers
  • Gained proficiency in both Excel and QuickBooks

Neal A. Maxwell Institute, Provo, Utah              Research Assistant                 Aug 2021 – Jan 2023

  • Researched for a Doctoral scholar analyzing Christianity in India
  • Transcribed and analyzed interview recordings to identify key themes and trends
  • Contributed to collaboration efforts to produce academic reports based in research findings

Leadership & Volunteer Service

The Church of Jesus Christ of Latter-day Saints    Representative   Norway Aug 2019 – Sep 2021

  • Managed 60+ volunteers by booking international travel, directing, and strategic planning
  • Organized teaching workshops and training material
  • Magnified positions of leadership including serving as the Assistant to the President

Awards, Skills & Interests

  • Fluent in Norwegian
  • Proficiency with Microsoft Office products
  • Jazz pianist for BYU’s Jazz Ensemble
  • Founder and keyboardist for local Battle of the Bands winner, Just Khakis, performing at weddings and events for hire in addition to composing and releasing original music available on all platforms
  • 2nd Place, National Freshwood Woodworking competition 2021 for designing and building a contemporary table
  • 1st Place, Talent in Wood, Utah Woodworking competition 2019
  • 1st Place, MTNA Piano Gold Medal 2019
  • Varsity football and tennis athlete at Corner Canyon High School with Scholar Athlete Designation
  • Eagle Scout, Boy Scouts of America
  • Member of the National Honor Society and National Science Honor Society
  • Experienced rock climber and skier

Tax-Ready Confidence
Your books stay clean, accurate, and accountant-ready—no scrambling, no surprises, no last-minute panic.

Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.