A note from Rose
Why I built R² Advisors
You can have good people working on your finances and still struggle to get a clear answer about where your organization stands. The accountant has one part of the picture. The tax adviser has another. Your internal team knows things neither of them sees. Bringing it together becomes another responsibility for the person leading.
That gap is why I built R² Advisors.
A report can be accurate and still leave an important question unanswered. Can we afford this commitment? Why is cash tight when the results look strong? What are we missing?
Those questions reach well beyond the person making the decision. Employees are building their lives around a paycheck. Investors and funders are trusting an organization to use their money well. Customers and communities depend on it keeping its commitments.
That larger responsibility is part of why I wanted to build this firm. Helping an organization become financially stronger gives it a better chance of sustaining the work people count on, through difficult periods as well as good ones.
I wanted to build a team that would take responsibility for helping people work through those questions. People who get to know the organization, talk with those doing the work and stay involved when an answer takes more digging.
Accounting is the language of business, but nobody should have to become an accountant to understand what is happening in the organization they lead. We should be able to explain it clearly, including where we disagree, what we have yet to resolve and how it affects the choices ahead.
That is also how we want the relationship to feel. You can tell us an explanation does not make sense. You can ask us to walk through it again. You can bring us a concern before you know exactly how to put it into words.
We will not always have an immediate answer. You should be able to trust that we are paying attention, asking the right people and following through.
That is the kind of firm I wanted to build, and the work our team takes responsibility for every day.
Rose
