KR
Kelly Rao
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Work Experience
Executive Assistant & Project Manager
Sep 2019 - Mar 2020 · 6 months
Virtual Administrative Assistant
Sep 2019 - Nov 2019 · 2 months
Customer Service Representative
Apr 2017 - Oct 2019 · 2 years and 6 months
Company Details
At Roger Advisory Services (RAS), we make your business our business. Located in Midtown Manhattan, our firm provides total financial services to clients in the tri-state area — both individuals and mid-size business. Our firm focuses on providing fast, accurate advice with a personal touch. Highly responsive and committed to excellence, we believe that our success is rooted in yours. Because no two businesses are alike — from goals to existing infrastructure, we offer a two-phased approach to provide customized accounting services tailored for your unique needs. In the first phase, Development, we clean up existing books and stabilize records while building a dashboard to provide you the critical information you care about. The second phase, Recurring Service, is performed on a daily, weekly and monthly basis. Our Development & Recurring Service specialties include: Individual tax planning & preparation Business tax planning & preparation Strategic financial planning Cash flow management Financial audits Payroll & A/R CFO consulting Affiliate services: Brokerage & Consulting / Asset management / Insurance The combination of our broad experience and deep expertise makes us an ideal partner for emerging and established businesses, including: Hospitality Construction & Real Estate Advertising/Marketing Broker Dealers Media & Entertainment Healthcare Hedge Funds Importers & Wholesalers Law Firms Life Sciences & Biotech Manufacturing/Distribution Not-for-Profit and Foundations Professional Services Firms Restaurants Retail Apparel & Consumer Products Transportation We also provide French-language services, as we support several French private clients and companies. Contact us or visit our site for more information about our services for your industry and business.
Year Founded
2013
Social Media
Linkedin
Industry
Accounting
HQ Location
708 3rd Avenue 6th Floor New York, NY 10017, US
Keywords
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