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Rocky Lalvani
Harrisburg, PA
Certified CFO Since 2021 
Certification ID: CFO-446B7QS 
Why Business Owners Love Working With Me  
Rocky Lalvani serves as a Chief Profitability Officer for small business owners on a fractional basis. He is a Certified Profit First Professional.
My Biggest Success Story  
Mike (not his real name) was ready to retire after years of building his business. But with an unsellable company, he had no clear path to funding his retirement goals. Mike came to us hoping to save $500,000 in business profits over the next few years. We got to work immediately reviewing his finances and creating a customized plan. Just one year later, Mike's savings were growing each month and his revenue was up. Feeling confident, Mike doubled his savings goal to $1 million. Now, after 3 years of diligent work together, Mike is closing up shop and walking away with over $1 million - all taxes paid. He can comfortably retire knowing his hard work has paid off. Stories like Mike's are why we do what we do. Our mission is to help entrepreneurs like him maximize profits, minimize taxes, and achieve their biggest dreams through strategic planning and execution. When our clients succeed, we succeed. Our goal is to help you work less and keep more...
About Me  
My story is a little different than those of most financial experts. I’ve never worked on Wall Street, and you won’t find a list of credentials or certifications on this page that’s longer than those pesky 2 foot CVS receipts (though I am a certified Profit First Professional). Instead, what you’ll find is my story, why I’d teach financial management even if I weren’t paid, and why a good friend once insisted that I needed to change the name of my website to ListenToRocky.com. My dad brought me, my mom, and just $25 to America when I was barely 3 years old (proof that I’m 100% Indian, although I might look Italian). I’ve seen firsthand what it looks like to build a wealthy lifestyle out of nothing through saving, investing, and spending wisely. After observing these principles, hard work, and more as an adolescent (with a paper route, of course), I implemented these principles in my own life throughout adulthood. My knack for learning from others and curiosity propelled me forwards – looking back, I probably should have job-hopped instead of just staying in the pharmaceutical sales industry (but that’s a story for another time). I’m now officially retired from corporate America (hooray!), but I have plenty of hobbies that keep me busy. I love traveling with my wife of 24 years and two kids,now adults, flipping and/or renting houses, coaching high school robotics team, and volunteering in my community. Although I’ve always been passionate about managing my money, personal finance has recently become one of my main interests (#Fincon, anyone?). I started a podcast a couple of years ago called Richer Soul that talks about life beyond money. So while I’m interested in money, I’ve always seen it as a tool, as something that can open countless doors if managed well. Without understanding money, my dad wouldn’t have been able to sustain a family in America. I wouldn’t be able to live out my dream of taking my family on a vacation across Italy. I’ve seen how much of a difference understanding money makes in my own life. And I’ve now made it my goal to help others open doors, solve problems, and gain freedom through understanding the finances for their small business. Rather than only making money off of telling other people what to do, I’ve truly lived out the experiences of both working a corporate job, working independently, and managing a small business. Now, I want to take this knowledge and share it with other small business owners at a fraction of the cost that it would be to hire a dedicated full-time financial manager. You can learn more about how I help clients by listening to my podcast: https://profitanswerman.libsyn.com/
Top 3 Types of Businesses I Help  
Construction & Trades
Professional Services
Real Estate
Schedule a Right Fit Call  
To see how I can help your business, let's get on a 20-minute call. This complimentary call will determine if we're a 'right fit' for each other. If we are, then I'll tell you exactly how I can help you and your business.

On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.

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 What a Certified CFO Can Do for Your Business 
 Give you financial oversight. 

Get someone who knows how to grow successful businesses that make real money.

 Be your go-to financial guide. 

Get a 'go-to' financial expert who will be with you every step of the way.

 Give you direction on what to do. 

Get direction on the exact next steps to have a growing and successful business.

 Understand your numbers. 

A successful business is one that understands and is improving their numbers.

 Be a trusted confidant. 

Finally have someone to turn to for advice and to bounce ideas off of.

Own a machine. Not a job. 

Your business needs to be a machine that makes money for you. Not a low-paying job.

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