Meet Jake, Audit Director at HLB Berman Fisher, a distinguished professional with 13 years of expertise in auditing and accounting. Jake’s career spans a wide range of industries, including financial services, not-for-profit organizations, retail, and the growing digital asset sector, positioning him as a versatile and highly sought-after expert. His deep understanding of complex audit requirements across multiple jurisdictions has made him a trusted advisor to clients navigating the intricacies of offshore financial operations.

Jake began his career in 2011 in Guernsey, Channel Islands, where he built a strong foundation in auditing and accounting within the financial services sector. During this time, he completed a three-month secondment in New York, which enhanced his international experience and broadened his global perspective. In 2020, Jake relocated to the Cayman Islands to join RSM Cayman, where he spent four years successfully managing diverse client portfolios across the Cayman Islands and other offshore jurisdictions. In 2024, Jake brought his wealth of experience and dedication to excellence to HLB Berman Fisher, further strengthening the firm’s reputation as a leader in audit services.

Throughout his career, Jake has developed a niche expertise in auditing entities within the financial services sector, including asset management and captive insurance, while also working extensively with clients in the digital asset industry. His ability to handle the unique challenges of these industries demonstrates his exceptional skill set and adaptability. Additionally, his experience extends beyond financial services to include work with not-for-profit organizations and retail businesses, showcasing his well-rounded expertise.

Jake is a Fellow of the Association of Chartered Certified Accountants (ACCA) and a member of the Cayman Islands Institute of Professional Accountants (CIIPA). These qualifications reflect his commitment to maintaining the highest standards of professionalism and integrity in his work. His global experience, industry knowledge, and steadfast dedication to client success make him an integral part of the HLB Berman Fisher team.

At HLB Berman Fisher, Jake’s role is a testament to his ability to deliver tailored audit solutions that meet the unique needs of clients in the Cayman Islands and beyond. His leadership continues to enhance the firm’s standing as a premier provider of audit services in offshore financial jurisdictions and emerging markets worldwide.