How I can help you

I am a retired CPA and business advisor that primarily worked with entrepreneurial and family businesses for over 35 years. My wife and I operated a 6 person public accounting practice and sold it in 2018.I stayed on for a while and retired about a year and a half ago.After doing some heavy thinking i realized that i loved being around business people and being involved in business activity. I have watched a number SCORE seminars and liked what I saw

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Buying or Selling a Business
  • Financing / Capital
  • Strategy & Planning
  • Tax Planning

Industry Experience

  • Other Services (except public admin.)
  • Finance & Insurance
  • Manufacturing
  • Professional, Scientific, & Technical Services
  • Real Estate & Rental & Leasing
  • Retail Trade
  • Transportation & Warehousing
  • Wholesale Trade

Roger Geary

Communication Methods

  • Email
  • In Person
  • Phone
  • Video