"I've worked with enough agencies over the years that I can see beyond just training new users. I am able to help the company's management to do more advance planning so that the shop operates at its most efficient."

"His knowledge of both the software and hardware aspects of systems integration is formidable, and taken together with his knowledge of agency operation, Robert brings a unique and invaluable expertise."

R. Neal Alcaraz, VP Finance
Priscaro & Hukari Advertising
San Mateo, CA

"His knowledge of both the software and hardware aspects of systems integration is formidable, and taken together with his knowledge of agency operation, Robert brings a unique and invaluable expertise."

R. Neal Alcaraz, VP Finance
Priscaro & Hukari Advertising
San Mateo, CA

Robert Roll, a dedicated Clients & Profits consultant since 1994, provides installation, training and custom programming for Clients & Profits. Robert goes beyond just teaching you how to use the software; he works with you to analyze your current systems and procedures to integrate Clients & Profits as an enterprise management and communications tool. He has worked with numerous ad agencies, design firms, in-house marketing departments, combined with a comprehensive knowledge and real world experience of working in the advertising and design industries.

Robert assists you to jump start the installation process of Clients & Profits by helping you to develop system configurations that allow you to phase portions of the system into your operations using his experience working with over 100+ agencies, design firms, and in-house marketing departments. For example, some new users begin using Clients & Profits just for opening jobs, estimating and time tracking, phasing in accounting and media shortly thereafter.  As users become more comfortable using C&P, additional scheduling and traffic functions can be utilized.  However, Robert will teach you how to initially set up all portions of Clients & Profits so that when you make the decision to use new functions, they are readily available for use without labor-intensive changes to current data.

Robert is continually told that he is a patient trainer. He realizes that changing systems is difficult for many users combined with the daily demands of  advertising and design companies.  His training style is to give end users the tools and information they need to navigate Clients & Profits, use the functions that are key to their positions, and how to extract reports and information that make their jobs more efficient. 

Previous to starting his consulting business Robert was the Controller for a growing San Francisco advertising and interactive agency.  Previous to that he worked as a software trainer and developer.  He has maintained local creative business clients that he provides freelance controller and bookkeeping services for.  This allows him to use Clients & Profits on a daily basis and to understand the complexities of integrating a new system. Robert’s varied experience allows him the unique ability to give you a broader perspective of best practices, solutions, and software knowledge.

Services Available:
- Qualified on all versions of
  Clients & Profits.
- Apple and Windows program support.
- Pre-installation planning.
- Process consulting & Procedure ntegration.
- Software installation and Configuration.
- Data import into Clients & Profits.
- Custom Report programming.
- Training:
    Accounting
    Job and Account Management
    Media
    Traffic & Production
    Scheduling and Resource Allocation
    Time, Expense, and Billing
    Purchasing
    CRM
    System Management
    Clients & Profits setup
- Conversion from other systems.
- Integration with external systems.

Real World Work Experience
- Freelance Controller to San Francisco
  Advertising & Design firms.
- FileMaker Pro® Software Developer &
  Trainer.
- Clients & Profits Software Programmer.
- Consultant to Clients & Profits for
  development of new features.
- Boston University, Academic tracking
  systems developer and trainer.
- Corporate Publisher's Classroom,
  Training Coordinator
- Controller/Operations Mgr, Miller-Huber
  Adverting
- Financial Coordinator, McKesson Corp.
- FileMaker Project Coordinator, Stanford
  Business School
-Consultant/Trainer for ManufactPro®,
  a FileMaker software system for Medical
  Device Manufacturing management.

Client List
Addis Creson
Amazon Advertising
Augustine Associates
Barbara Vick Design
Barclay's Global Investors
Binger Catalog Marketing
Bravo Marketing
Butler, Shine, Stern & Partners
California Dental Foundation
Carat Interactive-San Francisco
Catapult Direct Marketing
Chen Design
Chevron Corporation
Cintara
Clients & Profits, Inc.
Colonial Williamsburg Foundation
Decarolis Direct
Duncan Channon
EVB
Gallo Wineries
Godfrey Q & Partners
Ground Zero Advertising
Gumas Advertising
Gyro
Hadley Green Creates
Hornall Anderson Design Works
Horton Lantz & Low
J. Stokes Advertising
Kane & Finkel Advertising
Lawrence Berkeley National Labs
Lighthouse Marketing
Liquid Agency
Mattel
McKesson Corporation
McLean Design
MetaDesign
Mortar Agency
Odiorne, Wilde, Narraway & Partners Advertising
On Target Marketing
Pentagram Design
PJA Advertising
Point of Vision
Providian Bancorp
Publicis Technology
Seidel Advertising
Seismicom
Shennum Green
SKG Las Vegas
Stanford Business School
Stephenz Group
Tajima Creative
Virgen Advertising
Winkler Advertising
Young & Laramore

Get in touch
Robert can be reached at (415) 775-9395 or by e-mail at robertr@sonic.net You can also visit his web site.

Note: These consultants are independent and are not compensated in any way by Clients & Profits Worldwide Rates and terms are not set by Clients & Profits Worldwide, which does not warrant or accept any liability for their advice, actions, or performance. Be sure to discuss experience, business practices, and consulting strategies with each consultant before hiring one.

Availability
Robert is based in San Francisco. He is available for onsite training and consulting in the Western U.S. and Canada. He is also available for free software demos within 45 miles of San Francisco,(areas beyond this will incur a fee), Contact Robert at:

"I have dealt with many other consultants in my 16 years of business and accounting, and Robert would rank as one of the best I have worked with in my career. His understanding of the financial aspects and genuine concern is not common today. He would be a real value to any company."

Setsuko Kimura, Controller
Winkler Advertising
San Francisco, CA

Working Style
"I begin by working with a client to understand their current procedures and then formulate a plan to set up Clients & Profits, provide training, convert the existing financial and job data, then assist in the development of new procedures."

Robert is patient and works closely with users who are new to more advanced integrated accounting systems and accrual accounting. Robert's clients consistently tell him that he is a pleasure to work with and that he really cares about being of service to them. "After working for myself for many years I have found that I receive the greatest satisfaction by using my skills and knowledge to be of service to others. It's quite thrilling to have a client realize that they truly understand and feel comfortable with the systems I have been teaching them."

How I Bill
Robert bills by the hour within the Bay Area, plus some travel time if applicable. All other work is billed by the day. Travel greater than 100 miles is billed at the daily rate, plus travel expenses. Custom programming is estimated by the hour.

"I would recommend Robert to any in-house marketing department or agency requiring assistance or training with Cliens & Profits."

Loretta Scott, Marketing Director
McKesson Corporation
San Francisco, CA