How I can help you

I am a retired Banker with extensive experience in Commercial Lending, financial statement analysis, sales and marketing, and personnel management. This background would be particularly helpful to those new or existing small businesses as they work through estimated start-up cost, Business Plans, and cash flow management. My experience has allowed me to understand the basics of how small businesses succeed or how they struggle and/or fail. I am a military Veteran with an Honorable Discharge with service in Vietnam 1968/69.

Areas of Expertise

  • Accounting & Finance
  • Customer Service
  • Marketing
  • Strategy Development

Industry Experience

  • Accounting & Tax Services
  • Professional Services
  • Retail

Bob Montgomery

Communication Methods

  • Email
  • In Person
  • Phone