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Telephone: 215-770-4135


Meet Jason

Jason was born and raised in Allentown, PA, and was able to travel the world during his time in the US Army. After retiring from the service, he began his accounting career and worked with many non-profit organizations. He has served as both a CFO and COO, and this experience and insight serves him when he provides tax, accounting, and advisory services to clients. He has also taught business and mathematics courses at the high school and college level.


Education: BS Business Administration with Accounting Concentration, DeVry University

Master of Accounting and Finance Management, Keller Graduate School of Management

Certifications: AICPA Non-Profit Certification, Xero Certification, Health & Life (including Annuities & Variable Contracts) Agent License

Family Life: Married with four children, and their dog, Duke

Favorite Music: Classical and opera

Favorite Teams: The Philadelphia Flyers and Penn State

Other Interests: Flipping real estate

Professional Competencies

  • Business Technology

  • Business Management and Consulting

Industry Expertise

  • Start-ups

  • Charities

  • Foundations

  • Churches and Ministries with auxiliary organizations

Professional Memberships

  • AICPA – American Institute of CPAs

Community and Volunteer Work

  • Treasurer - Simi Valley Football Booster Club


  • His family

Super Power

  • Excel

Senior Accountant

Jason Fry

Jason Fry
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