My goal is to help you achieve yours… … would you benefit from having a proven, principle-based fractional finance and operations team player?

I’m a Transformation Technology Leader with extensive experience in creative problem solving, operations management, coaching, mentoring and training. I’m a Servant Leader with a real passion for helping both large and small companies’ setup and implement financial, operational, and digital transformation initiatives that improve processes, reduce expense, and drive bottom-line profits….

Essentials…
…Peak Performance and Raising Money

Need more Money…
• Capital raises, Lines of Credit,
• Or just improve Cash Flow Management,

Better Systems, Higher Profits, Reduced Risks…
• Financial Improvement – Detailed Insights,
• CRM, ERP and POS System Implementations,
• Analysis Modeling,
• Better View of Key Performance Indicators,

All Combined to Grow Your Business Exponentially,

We look at businesses differently to drive changes for you, not just prepare financial statements as your CPA firm normally.

Financial Services…

Capital & Vendor Structure
• Business Plans,
• Fundraising & Financing Loan Packages,
• Banking & Lending,
• Strategic Planning,
• Vendor Management,
• Debt Restructuring,
• Bankruptcy Avoidance.

Transition Services
• Selling Your Company,
• Transfer Your Company,
• Acquire a Company.

C-Suite Support – Where We Focus

We provide companies like yours with the skills and experience you need to:
• Analyze Current State of your Business,
• Review Key Performance & Implement New Initiatives,
• Develop New Strategies for Growth, Sales and Business Development,
• Technology Innovations,
• Carry out Organizational or Cultural Change,
• Manage Complex Projects, or
• Fill Business-critical Roles Currently Vacant.

J and I have been married 47 years, 3 children, 8 grandchildren and two great grandchildren and the ‘Boss’, Mini-Schnauzer, Mr. Roger Hobbs Jr.

Avid musician/trumpet player

Let’s get connected!