“Bob doesn’t just handle the financial side—he teaches us how to understand it. Instead of fishing for us, he showed us how to fish, and that changed everything. We’ve built stronger internal systems, gained real visibility into our project margins, and developed the confidence to make better, data-driven decisions. The biggest change is that we’re no longer guessing.”
David Hubbard — CEO, DM Electrical and Construction
“Bob is more than a fractional CFO—he takes genuine interest in learning all aspects of your business and is an active contributor to your leadership team. His decades of experience combined with his ongoing hunger for new knowledge has created a finance team for our business that is amazing. Audit-ready financials within 10 days of each month’s close, and incredibly focused and accurate projections.”
Tom Haynes — President, Acuity Marketing / CarPro
“Everything has changed for the better thanks to Bob and the people he knows. We built a marketing machine and are working it in a very focused, diligent way—revenues are blowing up. We’ve just agreed on a property acquisition to expand. Retaining Bob was one of the best decisions I’ve made in the past 40 years.”
Ron Rumpza — President, Superior Grouting
“Bob quickly develops trust with his clients through his integrity and transparency. He brings a large level of business acumen to his engagements. The one thing that has impressed me the most is his ability to effectively communicate with both his clients and their financial partners.”
Jack Doherty — EVP, Commercial Banking, Frost Bank
“Bob doesn’t position himself as the smartest person in the room. He positions the business owner’s future as the thing worth protecting. Most financial advisors sell their credentials. Bob sells clarity. Those are two different things.”
Bryndon Preston — StoryBrand Certified Guide
“Bob’s analytical skills allow him to see things as they are, setting a solid foundation for growth. His ability to communicate complex concepts plainly and frankly make him not just a financial guide but a valued ally in any business venture.”
Abul Hassan — CEO, Ciranta IT
“I have personally witnessed Bob spend time imparting wisdom with no guarantee it would pay a dime. Bob is the reason why businesses are successful, because people matter.”
Christopher Nichley — CEO, Bison Commercial Construction
“A top-notch CFO who brings together a rare combination of integrity, financial acumen, hard work, and professionalism. Bob played a vital role in the launch and successful growth of QRI for nearly a decade.”
Nansen G. Saleri, PhD — Chairman & CEO, QRI International
“Bob has an exceptional ability to distill financial complexity into clear, actionable intelligence and turn it into decisions you can actually act on. I watched him help take a company on a remarkable growth journey that most would consider extraordinary by any measure. He’s not just a numbers guy—he’s a trusted partner who makes the whole business smarter.”
Sy Salerian — VP, Global Business Services, QRI International
“Bob was a good sounding board for me and our team. He helped align the key stakeholders within the company by providing a fair and constructive third party perspective.”
Kathy Bintz — CEO/Principal, Creative Retail Packaging
“I’ve had the pleasure of working with Bob Wells as a temporary CFO for the past 10 years, and he is the consummate professional. With deep expertise in corporate finance and business management, Bob delivers strategic insights and results that drive success. A great value to any organization seeking a trusted financial leader.”
Gabe Castaneda III — Senior Vice President, Corporate Banking
