Meet the Lucrum Team

Our People Are Your Biggest Asset

Debbi Silva

Debbi Silva

Senior Accounting Specialist
Joined: 2014
Jason Alexander, Fractional CFO in Charlotte NC

Jason Alexander

CFO/Business Advisor
Joined: 2017
Anna Wargo

Anna Wargo

Administrative Assistant
Joined: 2018
Lauren McGuire

Lauren McGuire

Accounting Specialist
Joined: 2021
Stephanie Broom

Stephanie Broom

Accounting Manager
Joined: 2021
Saxby Morehead, Fractional CFO in Charlotte NC

Saxby Morehead

CFO/Business Advisor
Joined: 2022
Bailey McRae

Bailey McRae

Accounting Specialist
Joined: 2022
Tetiana Bila, Charlotte Bookkeeper

Tetiana Bila

Accounting Assistant
Joined: 2024
John Illges, Fractional CFO in Charlotte NC

John Illges

CFO/Business Advisor
Joined: 2024
Patti Chisolm

Patti Chisholm

Accounting Specialist
Joined: 2024
Aaron and Trent Heybruck

Aaron and Trent Heybruck

Morale Ambassadors
Recent Articles
Preparing your business to sell

Preparing Business Financials For Sale or Acquisition: Expert Tips from Accountants

By: Jeff Heybruck When selling a business, it’s important to remember that savvy buyers will scrutinize every aspect. People, processes, procedures, industry …

Company Car vs. Mileage Reimbursements

Is Providing A Company Car A Good Idea? Comparing Company Owned Vehicles vs. Mileage Reimbursements (Plus 2 Real Company Fleet Models That Worked)

Photo above: RAM Pavement, a Charlotte-based paving company renews at least one truck in its fleet with a brand-new vehicle approximately every …

COGS Includes Repairs

Expenses That Can Be Included In COGS (That Might Surprise You)

Some Cost of Goods Sold (“COGS”) expenditures are obvious (eg. raw materials or subcontractors working on a customer’s job), while others that …