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
Understanding Cash Flow Projections in QuickBooks

Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)

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Dealing with slow paying clients

Small Business Tips to Negotiate Better Payment Terms & Conditions with Customers

By: Jeff Heybruck Net 30? Yeah, right. AR from large clients can be tricky. A common refrain we hear from small business …

QuickBooks Integration BuilderTrend & Others

QuickBooks Integrations: A Checklist To Successfully Plan Your Next Integration

By: Jeff Heybruck In addition to reducing tedious, duplicative data entry across multiple systems, integrating apps with QuickBooks can enable real-time financial …