Roberts Finance & Operations provides accounting, strategic finance, operational consulting, and AI-enabled business advisory for growing companies.
Currently accepting select clients for accounting, finance, and business advisory engagements.
Running a successful business requires more than accurate financial records. It requires insight, disciplined planning, efficient systems, and an experienced partner who understands how decisions affect the entire operation.
Roberts Finance & Operations combines executive-level financial leadership with decades of hands-on business and operational experience. We help organizations strengthen their financial foundation, improve performance, and prepare for sustainable growth.
From bookkeeping and reporting to fractional CFO leadership, operational improvement, and practical AI solutions, our services can be tailored to the level of support your company needs.
We bridge the gap between routine financial management, executive strategy, business operations, and modern technology.
Dependable financial records and organized accounting systems that give you confidence in your numbers.
Executive financial guidance for businesses that need experienced leadership without hiring a full-time CFO.
Practical operational support grounded in real-world leadership, implementation, and business-building experience.
Practical applications of AI and automation designed to reduce repetitive work, improve access to information, and support better decisions.
Senior-level experience combined with practical, hands-on support.
Juli brings more than 30 years of accounting and finance experience, including CFO leadership for smaller organizations and senior financial planning and analysis leadership within large enterprises generating billions of dollars in annual revenue.
Her background includes accounting operations, budgeting, forecasting, cash-flow management, strategic planning, executive reporting, financial analysis, and helping leadership teams turn complex financial information into clear business decisions.
Juli provides the perspective of an experienced CPA, finance executive, and trusted strategic advisor.
Judson brings more than 25 years of experience in business operations, leadership, manufacturing, facilities, startups, financial systems, and the day-to-day realities of running complex organizations.
His experience includes launching manufacturing operations, managing large commercial properties and capital projects, developing business systems, improving processes, working with QuickBooks and bookkeeping, and solving operational challenges across multiple business functions.
Judson also focuses on practical uses of AI, automation, and modern business systems to help organizations improve efficiency, reporting, communication, and decision-making.
55+
Years of combined finance, accounting, operations, and business experience
We understand both the numbers and the operation behind them. That allows us to provide advice that is financially sound, operationally practical, and tailored to your organization.
Artificial intelligence can help businesses reduce repetitive work, organize information, improve reporting, and make employees more productive. But technology only creates value when it is connected to a real operational need.
We help businesses identify practical opportunities for AI and automation, select appropriate tools, and build workflows that support employees rather than overwhelm them.
Every engagement begins with understanding where your organization is today, where it needs to go, and what level of support will create the most value.
We learn about your business, financial systems, challenges, priorities, and goals.
We identify the highest-value opportunities and define a practical scope of work.
We work alongside your team to execute, improve systems, and create measurable progress.
Tell us about your company, your current challenges, and where you want to go. We’ll help determine the right combination of accounting, financial, operational, and advisory support.
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