Jake Bitz

Jake joined Boulay in 2025 with more than nine years of public accounting experience. As the Director of Client Accounting Advisory Services (CAAS) and consulting CFO in Boulay’s Transaction Group, he is passionate about finding and creating opportunities for clients and coworkers alike. He is involved with leading and developing the Client Accounting and Advisory Services (CAAS) sub-department, drawing on his previous experience as a controller for a global accounting firm. Jake assists clients through complex business processes and various outsourced accounting projects, identifying areas for optimization and providing support to newly acquired Search Fund and Private Capital companies.

EDUCATION

• Saint Mary’s University of Minnesota—M.S. Accounting
• University of Wisconsin-Superior—B.S. Accounting
• Certified Public Accountant (CPA)

PERSONAL INTERESTS

• Running
• Spending time outdoors
• Playing games with his friends

INVOLVEMENT

• American Institute of Certified Public Accountants—Member
• Live to Give Minnesota—Chief Financial Officer and Volunteer

FAVORITE VACATION DESTINATION

• Visiting Healdsburg, California, and staying in the wine country

FAVORITE BOOK

• American Gods by Neil Gaiman