Teams at David Roberts Consulting LLC

Manage day-to-day financial operations across related companies: maintain general ledger, perform closings and reconciliations, process AP/AR, prepare journal entries and monthly financials, manage payroll tax filings, fixed asset sub-ledger, support audits, ensure compliance and internal controls, and assist with accounting system upgrades.

Lead and mentor the marketing team to develop and execute multi-channel marketing strategies. Manage campaigns, budgets, content, vendor relationships, and event/community engagement. Conduct market research, track performance and ROI, ensure project documentation in Monday.com, and collaborate with sales and leadership to drive brand awareness and growth.