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
Patricia Chisolm

Patricia Chisholm

Accounting Specialist
Joined: 2024
Aaron and Trent Heybruck

Aaron and Trent Heybruck

Morale Ambassadors
Recent Articles
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 …

business personal property tax audit

How To Be Prepared For A Business Personal Property Tax Audit: Tips From Bookkeepers & CFOs

By: Jeff Heybruck As a fractional CFO and bookkeeping firm, we’ve gone through our fair share of business personal property audits with …

Business Finance Strategy Questions

Business Finance Strategy Frequently Asked Questions (FAQ)

In this installment of our frequently asked questions, we demystify questions our CFOs get on the regular about business strategy and business …