Jason founded Holdings in 2022 after living the problem from both sides of the table — as a CFO wrestling with business finances, and as a fintech executive building products that tried (and often failed) to solve those same problems. His approach to finance is simple: break it down, make it actionable, and put the business owner in the driver's seat. As a CFO at two startups (Strala and SalesRabbit), Jason dealt with the same frustrations most business owners face: Paying $50/month for business banking that earned 0.01% interest Wasting 10+ hours monthly reconciling transactions across disconnected tools Managing bookkeepers who needed constant hand-holding Scrambling to pull clean financials when investors or lenders asked As a fintech operator at Mercury, Divvy (acquired by BILL fo...