I’m Jonathan, founder of Jay & Oak Solutions. During my two decades in clean energy and climate change, I became the person leaders turned to for making sense of complex challenges. Whether managing budgets for multi-million dollar energy projects or leading greenhouse gas accounting trainings, my clients valued how I could dig deep into data, find what really mattered, translate complex data into actually useful information, and then build systems that delivered results.

As I transitioned into business finance, I discovered mission-driven entrepreneurs struggling with cash flow confusion, unclear profitability, and finances that created more stress than clarity. Their needs matched my unique skill set: analyst (because the numbers are confusing), strategist (because financial decisions feel overwhelming), educator (because no one explained this stuff clearly), and architect (because good intentions don’t create lasting change).

As a fractional CFO, I help my clients understand what numbers are really telling them so they can increase profit and cash flow, plan for what’s coming, and make business decisions with confidence.

Beyond just the numbers, I believe deeply in centering the human side of business. Your business is an expression of you—your goals, your fears, and your vision—and it thrives when you feel supported, at ease and confident.

Your mission is clear—let’s make your numbers just as clear. Ready to see if we can unlock the success you know is possible?