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The Power of Good Advice.

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CFO services for small to mid-size firms, because you deserve the same expertise as your larger competitors!

A Management Resource to the C-Suite

Chief Financial Officer services

on a fractional, interim or project basis

The following are but a few of the valuable services that we provide:

Exit Strategies

You've spent years building a successful firm, and now you find that your original succession plan is no longer viable. What do you do now?

CFO & Accounting Services

We can be an extension of your Management Team or a mentor to your accounting department.

Management Feedback Systems & KPIs

As a small business owner, you need systems that provide meaningful feedback to your leaders and staff, but without opening up your financial statements to everyone.

Other valuable services include:

Ownership Transition Issues                               Income Statement Analysis           Benefits & Compensation            

Mergers & Acquisitions                                         Balance Sheet Analysis                    Seminars to Employees             

Business Process Improvements                         P&L Forecasting                               Strategic Planning 

ERP/Accounting Systems Implementation       EOY Tax Planning                            G/L Activity Review                                                                                          


About Roger


Roger is an engineer and numbers guy at heart, but also has a passion for making the people around him better at what they do (a people person?). I know that is a little unconventional, but it's true! 30 years of managing people will teach you what works and what doesn't when it comes to leading vs dictating.

Roger prefers to lead.

Besides loving numbers (both engineering and financial), he also loves the competition of sports. He still competes in soccer and ice hockey, plays golf when he can, tennis on occasion, and could be talked into playing softball or volleyball if the chance arose! No grass growing under his feet!

For more information regarding my experience, click Resume

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Richardson, TX

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