Jacob Smith

Jacob Smith

Controller

Jacob Smith is a Controller at Amplēo who is skilled in financial analysis and forecasting, transactional and IPO filings, GAAP assessments, financial reporting, auditing preparation, policy and procedure enhancement, internal controls, and system implementations. He enjoys building teams, creating value, and improving processes.

Before becoming a consultant at Amplēo in 2022, Jacob served as the Chief Financial Officer for an industrial manufacturing company. His responsibilities encompassed all administrative functions including financial and cost accounting, finance, IT, human resources, payroll, and risk management. He participated in due diligence, management presentations, and associated processes in selling the company to a private equity firm. Post-acquisition, he worked to integrate accounting and HR systems and processes with another portfolio company.

Jacob also worked 14 years in progressive roles within the audit practice of PricewaterhouseCoopers LLC including two years at the national office focusing on SEC and financial reporting. His clients ranged from small to multinational companies in the financial services industry. In addition to consulting, Jacob serves as the Vice-Chair of the Board of Directors of First Step House, a not-for-profit provider of addiction recovery services and low-income housing.

Fun Facts/Hobbies

  • Spending time with his wife and children
  • Hiking in the beautiful mountains of Utah

Education/Certificates

  • Bachelor of Science and Master of Accountancy from Brigham Young University
  • Certified public accountant in the state of Utah

Meet the rest of the team

Ryan Hutchins

President, Valuation

Ryan founded Peak Business Valuation, a national firm that delivers 1,100+ business valuations and 150+ equipment appraisals a year. He works with business owners who are buying, selling, or growing — and need to know what they actually have. His focus is quality, accuracy, and making sure the number means something.

Jason Parr

President, Sales Tax

Jason has spent 30 years going deeper into one discipline while most firms go broader. He joined Peisner Johnson in 1996 and built his career there learning every service line, working through every kind of situation, and eventually becoming President and CEO. The Sales Tax People has completed 35,000+ projects for companies ranging from regional mid-market businesses to large multinationals. His clients are CFOs, controllers, and the accountants who serve them, usually calling when the exposure has already been building quietly for months. He'd rather you call before that point.

David Mink

President, Marketing

David founded Avalaunch Media in 2012 and built it into one of the fastest-growing marketing agencies in the country: 50 people, 8 figures, clients like Red Bull, GoPro, and Microsoft. After working with hundreds of companies, he kept seeing the same pattern: businesses with a real marketing leader get results. Those without one waste time and money. That's why he built the first fractional CMO, agency-backed solution and why he joined Ampleo.

Dana Calder

Partner, HR

Dana Calder is a strategic HR executive and Partner with more than eight years of experience helping founder-led and private equity-backed organizations build scalable people strategies. She specializes in partnering with SaaS, technology, fintech, and mission-driven companies to strengthen leadership teams, develop practical HR infrastructure, and guide organizations through growth and change. Dana is known for bringing clarity to complex people challenges by combining executive coaching, organizational strategy, and hands-on execution. She is committed to helping leaders make thoughtful decisions that create healthy, high-performing organizations where both people and businesses thrive.

Ryan Purser

Partner, Finance

Ryan Purser has helped companies secure hundreds of millions in debt and equity financing, and specializes in forecasting, financial models, KPIs, and the system upgrades that make them all work. He spent nearly a decade in finance, operations, and eCommerce at Cricut, leading the finance team through a $280M IPO, and has optimized SaaS and hardware-enabled tech companies, run global operations and supply chain, and built BI teams from scratch.

Reagan Berkley

Partner, HR

Reagan Berkley brings 15+ years of HR and People & Culture leadership, most recently as VP of People & Culture at Green Street, where she cut time-to-hire from 87 days to 45 while lifting candidate satisfaction 40%. She specializes in talent acquisition strategy, retention, and leadership development, turning people programs into measurable business results.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.