Are you a licensed CPA?

Yes. Rogers Advisory is led by a licensed CPA in Missouri and New York with nearly 20 years of experience in corporate finance and public accounting.

What services do you provide?

We offer year-round bookkeeping and accounting services, tax preparation and planning, advisory and consulting, fractional CFO services, business acquisition support and due diligence, and secure client technology solutions.

Can we meet virtually?

Yes. We work with clients both in-person across the St. Louis Metro Area and virtually nationwide. Meetings can be scheduled via Zoom, Teams, or phone — whichever is most convenient for you.

Do you work with both individuals and businesses?

Yes. We help individuals with tax preparation and planning, and we partner with small businesses to provide bookkeeping, accounting, advisory, and CFO-level financial guidance.

What accounting systems do you support?

We specialize in QuickBooks Online but have experience with a range of accounting platforms. If your business uses another system, we’ll work with you to ensure a smooth process.

How much do your services cost?

Every engagement is customized based on complexity and scope. Typical fees for individual tax preparation or bookkeeping may start in the few-hundred-dollar range, while business tax, advisory, or CFO-level services can vary more widely. We’ll provide a tailored estimate after an initial consultation.

Do you offer free consultations?

Yes. We offer a free introductory consultation to discuss your needs, answer your questions, and outline how Rogers Advisory can help.

What makes Rogers Advisory different?

Unlike many firms, Rogers Advisory combines licensed CPA expertise with nearly 20 years of corporate finance leadership. That means you get both technical accuracy and practical, business-minded advice designed to help you make confident financial decisions.

Can you help if I’m buying a business?

Yes. We provide small business acquisition support and financial due diligence, including quality of earnings analysis, cash flow and debt service modeling, and SBA loan support.

How do I share my tax documents securely?

Clients receive access to a secure online portal with bank-level encryption for uploading W-2s, 1099s, tax forms, and other sensitive financial information.

Do you provide year-round support, or just during tax season?

We provide year-round bookkeeping, accounting, advisory, and CFO services. That way, you have ongoing support — not just help when taxes are due.