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.
The Power of QuickBooks Custom Reports: Real-World Use Cases
Out-of-the-box reports in QuickBooks are a great starting point, but QuickBooks custom reports are the key to creating actionable financial dashboards. We …