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For more information, download our flyer.

CFO Services for Small & Medium Size Businesses

BEST-IN-CLASS SKILLS

We'll bring proven "best-practices" to your business.

20+ YEARS OF EXPERIENCE

Senior operations, strategy and financial planning professional

SUCCESS-DRIVEN SERVICES

Cash Flow Management
Financial Package for Investors/Bankers
Budgeting & Forecasting

YOUR STRATEGIC PARTNER
IN BUSINESS

With our partnership, clients are provided a level of mastery
that is rare and invaluable, making them proficient leaders
and more competitive in their industry.

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OFFERING PROVEN METHODOLOGIES
FOR YOUR BUSINESS SUCCESS. 

We’ll identify the correct analytics then develop easy to follow reports.  After we’re done, you’ll have a much stronger understanding of your business.

We’ll work with your team to map out your long-term plan, then develop a dynamic planning model.

We’ll work closely with your team to flush out the key operational challenges and implement the appropriate corrective measures.

CLIENT TESTIMONIALS
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"Rolando provided us a vision and a sustainable path to automate our processes and integrate our systems.  The payoff was immediate as we’ve reduced accounting hours and will pay off long term as we add stores.”

Greg Steinberger, Founder & CEO

Doc Burnstein’s Ice Cream Lab

"Rolando built our long-term plan so we could see monthly how we would end the year.  I was able to identify cost savings then put that money back into the business.  That alone paid for his services many times over.”

Tono Aspinall – President, Founder

Alliances Management

"Rolando built an extremely dynamic long-term model.  We could model different revenue scenarios that would automatically show us how many sales people we needed, how many grapes, bottles, corks, foils and ultimately how much money we needed to fund that growth.  We were in better control of our business and had a very clear story for our investors.  Rolando really took our game to the next level.”

Walter Moore – President, Founder

Campo de Encanto Pisco

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