Jason Alexander

CFO / Business Consultant

Jason is dedicated to working with leadership teams helping them gain financial awareness of how their businesses are performing in an effort to gain time, more profitability and ultimately, more freedom. Jason brings fifteen years of accounting and financial management experience working with a diverse client base including insurance, distribution, manufacturing, professional services and talent acquisition. His most recent position involved working with a number of Charlotte-area businesses on accounting department assessments and talent acquisition. Jason started his career in accounting progressing in his career where he worked as the financial leader within organizations.

Jason is a native of North Carolina. After graduating from Western Carolina University, he moved to the Charlotte area to start his career in accounting. He enjoys traveling with his wife and two boys to bike trails throughout the Southeast. Jason is active coaching youth sports and enjoys his limited time on the golf course.

Recent Articles
QuickBooks Online Disaster Stories

QuickBooks Online Migrations Gone Wrong: 3 Cautionary Tales

by: Lucrum Staff With the approaching end of QuickBooks Desktop, more and more organizations are considering Intuit’s cloud-based QuickBooks Online. Our team …

QuickBooks Enterprise vs Online

I’m On QuickBooks Desktop Pro or Premier…Should I Migrate to QuickBooks Online or Upgrade to QuickBooks Enterprise?

by Debbi Silva If you’re on QuickBooks Desktop Pro or Premier, you’ve likely already heard about Intuit’s plan to phase out the …

Understanding Cash Flow Projections in QuickBooks

Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)

By: Jeff Heybruck Forecasting cash flow is one of the most difficult but impactful planning exercises a business owner can undertake. There …