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Paul Roberto
Executive CPA/MBA specializing in small business and franchise accounting & tax
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About
Founder of an accounting and consulting firm who scaled operations organically and through acquisition, building internal structure with employee handbooks, SOPs, and integrated time-tracking/billing plus project management systems. Acts as a fractional CFO/financial partner to small business owners, using variance and operational-metric analysis to drive decisions around process improvements, acquisitions, company sales, contracts, and benefits. Strong in change management and pragmatic tooling—replacing spreadsheet-based workflows with standardized systems and templates that improve consistency and training.
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Key Strengths
- Built and scaled an accounting/consulting firm organically and via acquisition
- Implemented phased operational structure (policies, handbooks, SOPs) to support growth
- Introduced time-tracking with integrated billing; later expanded to task/project management to replace spreadsheets
- Created standardized accounting processes enabling easy client reassignment across accountants
- Improved training consistency through standardized procedures
- Data-driven identification of operational inefficiencies using time-to-complete benchmarks and outlier analysis
- Root-cause analysis through observation (SOP noncompliance, manual data entry) and targeted enablement
- Designed practical tooling (templated spreadsheets/import process) to improve productivity for less-advanced Excel users
- Effective change management via multi-channel feedback (meetings, email, 1:1s) and transparent decision-making
- Advises founders as a financial partner/CFO, connecting operational metrics to financial outcomes
- Maintains clear advisory boundaries through scoped fixed-fee engagements and transparent out-of-scope billing
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