HomeTeam MemberJake Bitz

Jake Bitz

Jake Bitz

Jake Bitz

CPA
Partner, Head of CAAS

Jake joined Boulay in 2025 and was named partner in 2026. With over a decade of public accounting experience, Jake leads and develops the Client Accounting Advisory Services (CAAS) sub-department, drawing on his previous experience as a controller for a global accounting firm. He also acts as a consulting CFO in Boulay’s Transaction Group. Jake is passionate about finding and creating opportunities for clients and coworkers alike. He 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

GET IN TOUCH

Contact Jake
"The most important skill to learn is how to listen. As we learn how best to listen to each other and grow together, we break down barriers and understand each other more completely. The best collaboration stems from building these deeper connections and identifying how to complement each other."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.