DiSC Assessments, EOS Facilitation & Fractional CFO Services in Edmonton
At ROC Advisors, we specialize in delivering tailored solutions to businesses in the greater Edmonton area. Our key services include:
- Fractional CFO Services
- Expert EOS (Entrepreneurial Operating System) Facilitation
- Comprehensive DiSC Assessments
- Strategic Development
- In-Person Leadership Training
Unlike traditional consulting firms, ROC Advisors takes a unique hands-on approach by integrating into your team weekly or monthly. This consistent and ongoing support, coupled with our commitment to fostering
long-term partnerships, allows us to drive sustainable growth and success by working alongside your leadership to achieve your business goals.
Fractional CFO Services
Strengthen Your Financial Reporting with Part-Time CFO Expertise
Strong financial reporting is critical for a shared language within your management team and ensuring confidence among investors. Our Fractional CFO services are designed to provide the financial expertise your business needs to thrive.
What Is the Meaning of a Fractional CFO?
A Fractional CFO offers high-level financial guidance on a flexible basis. This allows businesses to access seasoned financial leadership without the commitment and cost of a full-time CFO.
Why Are We Qualified to Advise on Finance?
- Chartered Accountant Credentials: Our team members hold the esteemed Chartered Professional Accountant (CPA) designation. Multiple members of our organizations have professional backgrounds at Big Four firms, such as PwC.
- Senior Financial Leadership Experience: We have held senior financial roles in public and private companies, providing deep expertise in financial management, strategic planning, and capital allocation.
- Flexible Engagement Models: We offer part-time CFO services tailored to your needs, whether you require support weekly or monthly.
Entrepreneurial Operating System (EOS) Facilitation
Align Your Team's Vision with the Traction Operating System
An effective operating system is essential for aligning your team’s vision, streamlining processes, and ensuring steady progress toward your company’s strategic objectives.
We specialize in implementing the Entrepreneurial Operating System (EOS), or the Traction Operating System, to help businesses like yours gain traction and achieve their goals.
Why Are We Qualified to Advise on EOS?
- Extensive C-Suite Experience: Our experience in executive roles has equipped us with firsthand knowledge of successfully implementing and leveraging the EOS methodology across various industries.
- Deep Understanding of EOS Principles: We are well-versed in EOS literature, having studied all the essential books and materials, providing a comprehensive understanding of its principles and practical applications.
DiSC Assessments & 5 Behaviors
Enhance Team Dynamics & Communication
As authorized DiSC and 5 Behaviors partners, we help teams better understand their individual and collective dynamics. This insight leads to greater self-awareness, improved communication, and stronger team cohesion, critical drivers of business success.
Our DiSC Services Include:
Team Assessments: We conduct DiSC assessments for teams to improve collaboration and reduce conflicts by increasing awareness of different working styles.
Employee Development: Our assessments help identify individual strengths and areas for growth, enabling personalized development plans.
Leadership Insights: Through leadership DiSC assessments, we support your leaders in understanding their management style and how to adapt to meet the needs of their team.
Strategic Development
Winning Strategies for Long-Term Success
While some companies may navigate favourable times without a clear plan, challenging periods demand a clear vision. We use the proven “Playing to Win” framework to position your company for sustained growth and competitive advantage.
Why Are We Qualified to Advise on Strategy?
- Successful Cost Transformation: We led a $250 million cost transformation initiative at a prominent public company, managing finance and achieving significant cost savings.
- Executive Leadership Experience: Our leadership spans executive roles in both oil & gas and technology-driven industries, where we doubled revenues and facilitated successful shareholder exits.
Leadership Training
Empowering Leaders Through Coaching
Investing in leadership is crucial for organizational success.
Our leadership in training programs are designed to cultivate your company’s next generation of leaders.
Our Leadership Services Include:
- Leadership Coaching: Personalized guidance from experienced leadership coaches to help leaders overcome challenges and excel in their roles.
- Executive Coaching Services: Tailored support for senior leaders to enhance strategic thinking and decision-making.