Roberts Associates, LLC is an Indianapolis-based data CFO dedicated to helping small businesses through virtual fractional CF, accounting and tax services.
Tracia Roberts, CEO of Roberts Associates, LLC, has more than 30 years of experience in accounting, finance and tax, including an MBA and master’s in accountancy and a certificate in financial accounting from Harvard Business School Online. Roberts is passionate about helping business owners and individuals “understand their financial wealth & scale their business,” according to the company’s Facebook page.
Roberts, who is also currently serving as the financial secretary for the Emerging Pearls Foundation of the Chi Chi Omega chapter of the Alpha Kappa Alpha Sorority, Inc., strives to help clients understand what’s behind their numbers. The team behind Roberts Associates, LLC aims to produce financial statements with clarity, explanation and analysis, according to the website.
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“We know running a business requires a team. One of the key parts of your team is your Accounting Expert,” the website states. “Our Signature packages allow you to decide what services you need from our team. We tailor the services specifically to your business.”
Clients can pick and choose from a variety of services, including fractional virtual CFO, standard operating procedures (SOP) creation or updates, tax preparation or planning, basic accounting services, QuickBooks clean-up and virtual training.
New clients interested in accounting, financial or tax services are encouraged to schedule a 30-minute consultation — or “Coffee Break with your Data CFO.” During the consultation, clients will discuss their business position, goals and any issues to be addressed.
Roberts Associates, LLC is currently available through online booking. For more information or to schedule a 30-minute “Coffee Break with your Data CFO,” visit yourdatacfo.com. To get in contact, call 317-456-7819 or email clients@yourdatacfo.com.
Contact Arts & Culture Reporter Chloe McGowan at 317-762-7848. Follow her on X @chloe_mcgowanxx. If you would like your business highlighted by the Indiana Minority Business Magazine, click here.
