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
Can Fractional CFO's and Bookkeepers be at the same vendor?

Should I Use The Same Company for CFO and Bookkeeping Services or Keep Them Separate?

by Lucrum Staff Is your company considering outsourcing fractional CFO and bookkeeping services to two different companies? Using a single provider for …

Fractional CFO vs Interim CFO vs Part-Time CFO

Do I Need a Fractional CFO, Interim CFO or Part-Time CFO? What’s the Difference?

by: Lucrum Staff As a business scales, it reaches a point where more financial expertise is needed than existing resources can provide. …

Tempering Sales Optimism With Reality

When To Politely Turn Down A New Business Opportunity

By: Jeff Heybruck New business opportunities are, for good reason, exciting. But wise business leaders are able to take off the rose-colored …