CFO / Business Advisor
Jeff is the founder of Lucrum Consulting and has been a financial and accounting professional since 2001, bringing a wealth of experience to Lucrum clients. Following his graduation from Guilford College with a degree in accounting, Jeff started his career with the tax department at the CPA firm Pesta Finnie & Associates. In 2004, he completed a Masters of Accounting from UNC-Charlotte, and in 2005 was named Chief Financial Officer of Mulvaney Properties and The Altura Group, LTD. When he started Lucrum in 2009, Jeff leveraged this experience to serve other land development and construction clients.
Jeff's industry expertise includes: homebuilders, construction subcontractors, professional service firms, restaurants, commercial real estate developers, and start-ups.
A Charlotte resident since 1984, Jeff is an Eagle Scout and remains active in Scouting in Fort Mill’s Pack 108 with his boys. A father of two sons, Jeff and his wife, Taylor, are an active outdoor family and can be found at ball fields and gyms all over the Ballantyne/Fort Mill area. Jeff enjoys his morning workouts at the Y, shooting, hunting and fishing, and usually has more home improvement projects in process than he can handle.
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 …