Call Now: 214*724*7507
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.
To clarify our professional services, we cater to our typical client: engineering, surveying, architecture, interior design, & IT design services firms.
Other valuable services include:
Ownership Transition
Issues Mergers & Acquisitions
Business Process Improvements
ERP/Accounting Systems Implementation
Income Statement Analysis
Balance Sheet Analysis
P&L Forecasting
EOY Tax Planning
Benefits & Compensation
Seminars to Employees
Strategic Planning
G/L Activity Review
Special services include:
BQE Core
Quicken
Del Tec Ajera
Quick Books Desktop/Online
Del Tec Vision
BST Global
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
About David
~
As a skilled financial consultant and controller with years of experience, David brings his analytical expertise and attention to detail to the rink as well. Since 2017, David’s been an Off-Ice Official for the National Hockey League at all Dallas Stars home games, and in the 2022-23 season, he was promoted to Scoring System Manager for the Dallas crew.
His passion for hockey goes beyond just being a fan—he’s been actively involved in the sport, ensuring the stats are always on point!