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 Custom Reports

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 …

Year End Accounting Checklist

Comprehensive Year-End Accounting Checklist

By: Jeff Heybruck Fall is an opportune time for businesses to get 2023 financial documents in order and plan strategically for the …

QuickBooks Desktop vs Online

Advantages of QuickBooks Desktop vs. Online

By: Jeff Heybruck While QuickBooks Online has gained popularity for its accessibility and cloud-based convenience, QuickBooks Desktop continues to be a strong …