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The Roberts Consulting Firm

We help small businesses respond to industry transitions in order to stay competitive.

Our Services Drive Results

Because your business deserves better

Services
In a Meeting

Business Consultation

We want you to succeed in today's business environment. The Roberts Consulting Firm offers robust services to navigate your business from start to finish. 

Dollars
  • Payroll Services

  • Bookkeeping 

  • Tax Preparation Services

  • CFO Services

  • All Things HR

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We offer the following writing services:

  • Business plans

  • Grant proposals

  • RFPs for bids and contracts

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About Us

Our team is waiting to add tremendous value

At The Roberts Consulting Firm, we understand that change is not always easy. Since 2015, we’ve been helping small businesses respond to industry transitions in order to stay competitive. Our years of experience have taught us to always make your business success our priority.

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The Roberts Consulting Firm offer a wide variety of services to small business owners that need a second chance, direction, and new strategies. Our mission is to serve as many small businesses as possible and see them through their success.

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Give us a call today to set up your first consultation. Our team of experts is ready to help you develop strategies for not only surviving, but thriving in the future.

About Us

Meet The Team

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Danielle Roberts, MBA, MiF, CFEI®

Small Business Consultant

Meet Danielle, a dedicated small business consultant and tax professional with a wealth of experience in accounting. As a Certified Financial Education Instructor (CFEI) and skilled project manager, she is committed to helping businesses thrive by providing tailored financial strategies and expert guidance. With Danielle on your side, you can navigate the complexities of finance with confidence and clarity. Let her expertise empower your business to reach its full potential.

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Cameron Damji

Accountant

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Cameron Damji is a dedicated small business accountant committed to helping entrepreneurs thrive. With a keen understanding of financial management and personalized service, Cameron navigates the complexities of accounting to ensure your business stays on track. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Cameron is here to provide expert guidance tailored to your unique needs. Trust Cameron to be your partner in achieving financial success.

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Lisa Jones

Grant Writer

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Meet Lisa Jones, a seasoned grant writer with over 20 years of experience in the field. Her expertise lies in crafting compelling proposals that effectively communicate the mission and vision of organizations. Lisa's dedication to securing funding has made her a trusted partner for numerous nonprofits and institutions. With a keen eye for detail and a passion for storytelling, she brings a wealth of knowledge to every project she undertakes.

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GARY M ALBERT CPA CFSWC AFC® 

CPA

Welcome to the official website of Gary M. Albert, CPA CFSWC, AFC®, a certified practitioner in Trauma of Money. With extensive experience in financial consulting and a deep understanding of the emotional aspects of money management, Gary is to helping clients navigate their financial journeys. His unique approach traditional accounting expertise with insights into psychological impacts of financial stress, ensuring a holistic for those seeking guidance. Explore our services to how Gary can assist you in achieving financial clarity and peace of mind.

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Meet the Team
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We Love Our Customers

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The Robert's Consulting Firm is awesome! The owner is built different. She provides insight during the consultation, allows for questions, she'll then review everything while on the phone. Everything feels personal, and not like she just wants your money. She turned a problem into a solution and took care of everything. My new one stop shop. Highly recommend!

-Marcus McGirt

CONTACT

How can we help your business transition in order to stay competitive?

We bring the breadth of our experience and industry knowledge to help you succeed

CALL US

(980) 213-8644

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Contact
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The Roberts Consulting Firm

(980) 213-8644

P.O. Box 560253

Charlotte, NC 28256

Connect

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We bring the experience, and stamina to guide our clients through transition to stay competitive.

©2021 by The Roberts Consulting Firm LLC

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