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CFO Services for Small & Medium Size Businesses

BEST-IN-CLASS SKILLS

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

30+ YEARS OF EXPERIENCE

Strategy, operations, and financial planning executive

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 identify the most impactful spending categories, flush out inefficiencies, and direct investments towards the highest yielding areas of your business.

CLIENT TESTIMONIALS

“Rolando never gave up on our Series A raise. He continually refined our search criteria and messaging to investors. He gave us clear line-of-sight to our financials to achieve cash-flow break-even. He worked with me on our pitch and developed unassailable financials that were critical to securing investor trust. In fact, it was our financial diligence that first attracted our lead investor. We would have never achieved this critical milestone without Rolando's help.”

Burak Yenier, CEO & Co-Founder, Simr

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"As a young entrepreneur with an engineering background, I was getting a little lost in the finances of my growing robotics engineering and manufacturing business. Rolando helped me create a financial model that I use to bring clarity to our growth roadmap, mitigate cashflow issues, and for making key decisions on manufacturing volume and hiring timelines. It was the missing piece I needed to take the business from a a handful of people to a few dozen over the next few years. Working with Rolando is straightforward and easy going. He pays attention to the details and asks the right questions to get the information needed to provide a quality deliverable. I would absolutely recommend him to other small businesses ready to take on their next chapter."

Rory Aronson, CEO & Founder, FarmBot

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"What I like about Rolando is that he really takes his time, intently listens, and then provides his suggestions. The beauty is that his solutions are digestible and can be implemented immediately. If you are looking for an experienced, outside perspective look no further."

Mike Durighello, CEO & Co-Founder, Whalebird Kombucha

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"We brought on Rolando Locci Consultants to automate our engagement tracking tools and build a long term financial planning model. We are extremely pleased with the results. The tools are accurate and high quality, offering complexity, but with simplicity of use. The financial planning model allowed us 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

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"We engaged Rolando's services to help us get a clearer picture of where our businesses stood financially and to assist us in projecting what we could expect the coming year. His modeling skills allowed us to look at different scenarios which helped us make important decisions. His prior restaurant ownership background made us feel comfortable with his knowledge and projections. Rolando is very thorough and very knowledgeable in business finances. He was patient, articulate and worked at our pace to make sure we thoroughly understood his worksheets. It was a pleasure working with him."

Shanny Covey, CEO of Robin's Restaurant & Luna Red

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"I’ve had the opportunity to work with and learn from Rolando for several years at Hewlett Packard Enterprise (HPE). He was one of the few leaders that had a natural and unique ability to listen intently to the challenges at hand and then meticulously define very clear strategies to overcome them. His passion for the business and desire to assist our sales leaders as an advisor and thought provider were second to none. I could always count on him to be well organized and prepared to lead our discussions, even if it required him to learn new skills or ideas just prior to our meetings. His passion for customer success is clear in all that he does and a consummate professional at all times."

Courtney Pitts, Americas Sales & Channel Lead, HPE

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