About US

Roger Ely CPA provides high quality, comprehensive accounting & tax services. We specialize in helping small to medium-size businesses grow and prosper. Our firm offers:

  • Tax Planning and Preparation
  • Contract CFO Services
  • Controller Services
  • Consolidated Financial Statement Preparation
  • Accounting System Set-Up
  • Business Valuations
  • Capital Structure, Capital Acquisition, and M&A Support
  • SEC Filings and Compliance
  • Analysis of Financial Statements
  • Profitability Analysis
  • Cost Control Measures

Roger Ely CPA has a BS in Accounting and has 38 years of experience in public accounting and industry. He is a Certified Public Accountant, Certified Fraud Examiner, and Certified Valuation Analyst. He has held positions as CFO, CEO, COO, board member, consultant, venture capitalist, controller, and entrepreneur.

Roger is also the owner and founder of Premier CFO. Premier CFO was established to assist companies experiencing rapid growth or having considerable challenges. We provide immediate value to our clients by focusing on those industries in which we have significant expertise, which means we really speak your language. Roger has held positions as CFO, CEO, COO, board member, consultant, venture capitalist, controller, and entrepreneur. Premier CFO brings considerable experience to bear on your set of circumstances.

Premier CFO rapidly integrates into your organization as a part of your team, even if we are there for only a few hours per week. We take on the role as your financial executive, advisor, and CFO, creating significant leverage and credibility; and we offer speed-to-value by focusing on those crucial elements requiring our expertise. Basic accounting support we do offer, but Premier CFO provides much more, including packaging key financial and operational data in unique ways to provide a complete view of the business.

Premier CFO will be a strategic member of your team, not another Quickbooks-Are-Us. We assist your company in structuring your accounting system for maximum flexibility and financial insight, so that financial statements help decision making. We develop sustainable process improvements and procedures. We provide audit support and preparation. We transform your finance organization so that nothing “slips through the cracks.” Our controllers run your finance function as if they were full time, focusing on cost control measures, profitability analysis, and extracting meaning from financial statements. We interface with your tax firm, law firm, auditors, and bankers to ensure that all filings and compliance requirements are met. Premier CFO can be trusted to run your finance function.

In addition, as previous investors, and board members, Premier CFO offers significant expertise and advice in the area of capital structure, capital acquisition, and M&A support. Our approach is unique. We don’t just make introductions. Instead, we provide a compelling written plan and presentation that communicates your value and positions your company for growth. We improve the value of your company.

 

Roger Ely CPA

 

Roger has extensive entrepreneurial experience in starting, growing and selling businesses. He is able to take this experience and help customers grow their businesses and achieve their life goals.

Roger is married to the love of his life Katie. They have twin boys and live in Oklahoma. When not working Roger likes to cook when not golfing, fishing and hunting.

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to start things off on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.

Click the button below to take your first step, and receive a free report from us. We’ll rush your copy to you immediately

And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Seminole, OK Area”.

Talk again soon,

Roger Ely CPA

 

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already want to come in? I don’t blame you…many folks are fed up with the other options out there. Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!