“The bank wants statements we don't have.”
Lenders ask for financial models, projections and clean reports. Most owners are too busy selling and running the business to build them.
Interim Controller for Small & Medium Business
Ready to grow?
Let's get the bank to say yes.
For over 20 years, Frankie Rolon, CFE, MBA, prepared the numbers banks read. Now he works for the owner: the financial model, the bank package and the introductions your family business needs to get credit. Then he stays on as your part-time controller.
Reach out in English or Spanish.
$10Mline of credit led for a family business
- 20+ yearscontroller, audit & finance
- CFE · MBACertified Fraud Examiner
- EN · ESfully bilingual
- FL · TX · PRexperience across markets
Sound familiar?
Your business is ready. Your paperwork isn't.
Most small and medium businesses are turned down for the same three reasons. None of them are about how good the business is.
“We can't afford a full-time CFO.”
You need senior finance leadership for a few hours a week, not a full-time executive salary.
“We don't know which banker to call.”
Relationships open doors. Without the right introductions, a strong application can sit in a pile.
How it works
Four steps from “we want to grow” to “approved.”
First conversation
A short call to understand your business, your goal and how much credit makes sense.
Numbers that lenders trust
A financial model and business plan built around exactly what banks ask for.
A complete bank package
Every document organized, then introduced through an established banking network.
Controller on call
Financial statements, reporting and results presentations to the bank, for as long as you need.
Services
Senior finance, sized for your business.
Start with what you need today. Add more as you grow.
Signature service
Bank Credit for Small and Medium Business
Many small and medium businesses are ready to grow but lack the in-house expertise and the banking contacts to obtain bank credit. Frankie closes that gap.
- Financial model and business plan built around what lenders ask for
- Complete documentation package for the bank
- Introductions through an established banking network
- Controller support along the way: financial statements, reporting and results presentations to the bank
Senior finance, part-time
Fractional CFO & Controller
A CFO and controller for a couple of hours or dozens of hours a month, without a full-time salary.
- Financial statements and reporting
- Budgets, planning and cash control
- Stronger bookkeeping controls
Buy or sell with the full picture
Mergers & Acquisitions
From the first look to the handoff, so there are no surprises after the deal closes.
- Due diligence on financials, contracts, people and customers
- Deal preparation and structure
- Transition strategy
Led by a Certified Fraud Examiner
Internal Controls & Special Audits
Protect what you built. Find the leaks before they cost you.
- Fraud detection and prevention
- Compliance reviews
- Special audits for disputes or irregularities
A fast, painless year-end
Year-End Audit Preparation
Walk into your audit with clean books and nothing to hide.
- Complete year-end checklist
- Statements that show your true position
- Errors and discrepancies caught early
About Frankie
Frankie Rolon, CFE, MBA
For more than 20 years, Frankie was the person behind the numbers a bank reads: financial statements, reports and results presentations, as Controller and Senior Auditor in private companies and government across Florida, Texas and Puerto Rico.
Along the way he saw the same story many times: a good family business ready to grow, without an in-house finance team or the banking relationships to get the credit. That is the gap he closes today, working directly for the owner.
He has also led ERP migrations, managed complex audits and uncovered fraud. His style is simple: clear numbers, straight answers, in English or Spanish.
- Certified Fraud Examiner (CFE)
- MBA in Accounting
- FBI Citizens Academy Graduate
- Bilingual English & Spanish
- Construction · Real estate · Government
Questions
Straight answers before you call.
Who do you work with?
Small and medium businesses, especially family-owned, in Florida, Puerto Rico and across the U.S., that want to grow and need bank credit or senior finance help without hiring a full-time CFO.
Can you guarantee the bank will say yes?
No, and nobody honest can. The bank makes the decision. Frankie makes sure your application is complete, your numbers are clear and it reaches the right people.
Do I really need a full-time CFO?
Usually not. Most growing businesses need senior finance leadership a few hours a month. You can add more hours as the business grows.
What should I have ready for the first conversation?
Just a clear idea of your business and what you want to finance. Recent financial statements or tax returns help, but you do not need them to start.
How much does it cost?
It depends on what your business needs. After the first conversation you get a clear proposal with the scope and the price, before any work begins.
Do you work in Spanish?
Yes. Frankie is fully bilingual and works with owners in English or Spanish.
Let's connect
One conversation can change what the bank says.
Tell Frankie where your business wants to go. He will tell you, honestly, what it takes to get there.
Save Frankie's contact card ↓