Jason Banks, CPA

With over 20 years of experience in accounting and finance, I help high-growth startups and small companies build financial clarity, discipline, and strategy. I’ve served as a Director of Finance, Interim Controller, and Fractional CFO across industries—from SaaS and healthcare to fintech and consumer tech. Along the way, I’ve led everything from ASC 606 implementation and audit readiness to revenue modeling, close acceleration, and investor reporting. My background includes leadership roles at companies like Virtana, Wealthfront, Calm, and 3PAR, as well as early career experience with PwC and Fortune 500 firms. Today, through Kirkland & Associates, I work with founders and executive teams who need senior finance expertise—but aren’t ready for a full-time hire. I specialize in helping businesses get their arms around financial operations, improve monthly reporting, and unlock data-driven decision making. Accounting shouldn’t feel like a mystery—or a stress test. I help companies build the confidence and control they need to scale.