Veroq Advisory exists for one reason: to make a real difference in the lives of the founders and families behind the businesses we serve.
James ShoreCPA/ABV · MAcc · MBAFounder, Veroq Advisory.
Most finance work is transactional. Reports get built. Meetings get held. The CFO shows up at tax time. That's not what we do.
We build deep, trusted relationships with a small number of clients — the kind that let us speak honestly into their business and their life. Protecting the business, growing it, and eventually realizing its value is how owners fund the life they actually want to live.
That's the work. Everything else is just bookkeeping.
The mix is rare on purpose: Big 4 rigor, Fortune-level operating experience, real startup CFO time, private equity and board exposure, and hands-on workout experience.
The foundation: rigor, technical depth, and learning to read a balance sheet for what it really says.
A finance leader in an internal consulting program focused on growth, market expansion, and risk — at the scale where strategy actually has to pay off.
CFO of a tech startup inside JLL that rebuilt how maintenance services reach dispersed clients — in the CFO seat, not advising from the sidelines.
Rebuilt the forecast, renegotiated terms with the lender, and walked the business through to the other side — managing the board, the bank, and the pressure.
Continuing CFO-level work on investor materials, capital raises, and financial strategy for a Tampa-based AGI company.
No junior handoff. No big-firm bureaucracy. You work directly with the CFO, every engagement.
A small number of clients at a time — because depth matters more than scale.
When a lender calls or an investor pushes back, you want someone who already knows your business cold.
Based in Alabama with my wife, our five kids, three chickens, and two dogs. Most weekends you'll find us outdoors — hunting, fishing, or on the lake.
It's the reason I'm careful about who I take on as a client.
Depth matters more than scale, which is why I take on only a few clients at a time. If that's the kind of partnership you're looking for, let's talk.
