Jörg Roos

personal CFO, Business Mentor, Author & Podcaster

Jörg Roos
4.95 out of 5
Excellent
105 Reviews
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Especially for growing handicraft businesses & service companies, it is important to always have a clear overview of the current economic situation as well as a well-founded forecast for the coming months.

WHAT I DO:
And that's exactly where I...
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Contact information

Jörg Roos
Balsters Feld 1
45721 Haltern am See
Germany
Directions

Opening hours

Thursday 09:00 am-06:00 pm

Websites

Social Media

100% Recommended
5 stars 46
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Realization
Consulting
Customer service
Excellent (4.98)
Cost-performance ratio
Excellent (4.98)
Top competencies

Creative impulse

5.00 out of 5
14 Reviews

Customer loyalty

4.79 out of 5
14 Reviews

Customer satisfaction

4.85 out of 5
13 Reviews

48 Reviews on ProvenExpert.com

4.94 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Bernd Geropp runs an interesting podcast and had Jörg Roos for an interview. The topic was forward-looking financial planning. Oh man - this topic has been burning under my nails for quite some time.

Until now, I always managed my business based on the bank statements. Not a good idea. I know. But I lacked the profound knowledge to do it better.

And then Jörg came up with a sentence that hit me: The rearview mirror in a car is much smaller than the windshield. And corporate management by rear-view mirror is management by bank statements. So everything is from the past. The windshield is the financial planning for the coming months or even years.

Bam! That hit home.

Of course, I called Jörg and we got started together. Over the next few months, we went through my finances down to the last corner and established a financial foundation with which I finally feel secure. For the first time in 29 years, I feel like I'm well prepared for the future. With Jörg's help, I have turned my gaze away from the rear-view mirror and looked ahead.

If you want to do the same, call Jörg. When? Now, of course!
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Customer review & rating for:
Zusammenarbeit
03/25/2023Jürgen S.
5.00 out of 5
Excellent
Recommendation
I booked the 360° Business Analysis with Mr. Roos with the aim of better understanding the figures of my company and to get benchmarks for the review of my own success or as goals. The first thing that surprised me was the extensive workbook with its questions and suggestions that went far beyond the world of numbers.

In the personal conversation a good week later, Mr. Ross went into many of these aspects and suggestions. This part was another surprise for me and in retrospect almost more valuable than the tools I received for reading the BWA.

In this conversation there were of course also topics that were difficult within this very pleasant and relaxed time. Mr. Roos went into the strengths of my company, but also put his finger in the open wounds, but always very appreciative connected with a view to design possibilities and the achievable goal.

The jointly developed strategy and instructions for action allow me to save the confidence and momentum from this coaching into everyday life.

I can only recommend this appointment to anyone who would like to have an outside view of their own company and better understand their own business figures.

Thank you very much for the sound input and the good ideas!
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Customer review & rating for:
Vorträge und Workshops
02/09/2023Andre B.
5.00 out of 5
Excellent
Recommendation
I listened/watched a lecture by Jörg and then visited his Online Academy. Good tips, suggestions and templates!
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Customer review & rating for:
Vorträge und Workshops
02/02/2023P.
5.00 out of 5
Excellent
Recommendation
Jörg is simply great. He combines the subject of numbers and maximum know-how with humanity, wit and empathy. I can recommend him without reservation. :-)
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Customer review & rating for:
Zusammenarbeit
07/06/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Exceptionally competent and with the right eye for the essentials! If you are looking for a luminary in the quickly confusing world of numbers and data, Jörg is exactly right. Going where it hurts is exactly the right way and thus illustrates in detail how important the right illustration and analysis is for a company. Thank you very much for your great work with us.
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Customer review & rating for:
Zusammenarbeit
06/07/2022Jochen G.
5.00 out of 5
Excellent
Recommendation
I first became aware of Jörg through his podcast. Even back then I thought, "Wow! He explains the topics around finance simply and with a certain charm."

Due to the separation with my former financial advisor, I signed up for a conversation with Jörg and already in the first conversation it was clear to me that this will be my new "Personal CFO".

Thanks to Jörg's coaching and the Academy I was able to get a better grip on my numbers in my company and together with him I am making great progress, which I had missed in all the last years before working with him. In the meantime, I am developing the strategies for the next quarters and years together with Jörg, simply super!

Today, I regularly exchange ideas with Jörg, and I value this exchange very much. Our discussions are not only about finances, but also about human issues. Jörg listens very attentively, is strong in implementation and also very honest. You can tell that he brings a lot of experience to the table.

I can only advise everyone to contact Jörg! You will not regret it!
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Customer review & rating for:
Zusammenarbeit
05/20/2022S.
4.85 out of 5
Excellent
Recommendation
What started with a webinar about corporate finance has developed into an overwhelming strategy day.
Even if Jörg Roos says "personal CFO" on it, you get much more (also outside of the financial topics).

By asking the right questions, he quickly recognizes where the company is and where you want to go as an entrepreneur.

He is open and honest at all times, which meant that we didn't beat around the bush and worked very quickly on the actual solution to our problems.

Empathy, flexibility and openness are just a few of the qualities that define Jörg.

The best way to convince yourself is to attend a webinar or a first meeting. It is worth it in any case!
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Customer review & rating for:
Zusammenarbeit
04/20/2022Anonymously
5.00 out of 5
Excellent
Recommendation
With his relaxed and humorous manner, Jörg gave us very helpful insights and, above all, concrete approaches on how we can implement this somewhat dry topic with ease.
I especially liked the pragmatic approach and the very well described methods.
A super mixture of information, experience, entertainment and humanity!
I can highly recommend Jörg and wish him a glorious future. 😊 We will certainly come back to him.
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Customer review & rating for:
Vorträge und Workshops
03/29/2022T.
4.25 out of 5
Good
Recommendation
Great input (how to create an overview of finances, 3+1 accounts and what for, cash flow, ...), super atmosphere & very concrete instructions for action.
I missed more concrete examples. Especially with the formula for healthy growth, there was simply no time at the end.
Jörg delivers very well and entertainingly in the workshop, for example, also with loosening wisdom, such as: "Numbers are the language of the company, so it is helpful to understand them" and then helps to learn vocabulary.
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Customer review & rating for:
Vorträge und Workshops
03/29/2022Thomas Mc K.
5.00 out of 5
Excellent
Recommendation
Jörg explains financial stability in simple terms that everyone can understand. And his tips are very valuable!
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Customer review & rating for:
Vorträge und Workshops
03/27/2022Heiko K.
5.00 out of 5
Excellent
Recommendation
Wonderful and understandable, despite a certain complexity of the topic
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Stephan G.
5.00 out of 5
Excellent
Recommendation
The session with Jörg was really great - simple and to the point:
- what are the important numbers?
- What should you pay attention to?
and with his relaxed manner, everything is much easier.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022P.
5.00 out of 5
Excellent
Recommendation
Great inspiration and added value that can be implemented immediately. Absolutely recommendable!
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Nicole P.
4.75 out of 5
Excellent
Recommendation
I experienced Jörg Roos in an online lecture. I am enthusiastic about his practice-oriented explanations and the concrete implementation tips for business management and for driving healthy growth in the company.
The growth formula, the account model and the liquidity reserve are absolute musts for every entrepreneur.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Miriam Rieder - F.
5.00 out of 5
Excellent
Recommendation
I had the opportunity to meet him at the Mentee Summit at the Körtings. He brings transparency into the figures of a company in an understandable and humorous way. Although I thought after 20 years as an entrepreneur to have a good overview / insight, I have taken in the 2.5 hours online lecture many useful tips and tools for immediate implementation.
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Customer review & rating for:
Zusammenarbeit
03/26/2022Christian Graßmann / Handwerker von Morgen - Sanitär & H.
5.00 out of 5
Excellent
Recommendation
Jörg was at our mentee meeting as a financial expert and took me in a sympathetic and understandable way into a world of numbers that I work on monthly but otherwise find difficult to penetrate. Thank you for the formula for healthy growth, which I will now keep a regular eye on.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Christina W.
5.00 out of 5
Excellent
Recommendation
Jörg has a special way of making the subject of finance understandable and accessible with a charming commitment.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Jörg Roos makes finances simple and understandable and with his great pictures he can make the topic accessible even for self-employed people and small entrepreneurs who have had problems with their finances so far.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Dr. Claus H.
5.00 out of 5
Excellent
Recommendation
Thank you Jörg for the great lecture. It is always so exciting to hear it from you. And every time I learn something new from you. Great, I recommend it to everyone who wants to understand their own finances.
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Customer review & rating for:
Vorträge und Workshops
03/26/2022A.
5.00 out of 5
Excellent
Recommendation
Good overview of what to look for in my finances! Thanks Jörg!
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Customer review & rating for:
Vorträge und Workshops
03/26/2022Peter M.
57 Reviews from
3 other sources
4.95 out of 5
Excellent
5.00 out of 5
Excellent
13 reviews on Google
 
10/20/2022
5.00 out of 5
Excellent
17 reviews on Apple
 
04/06/2022
4.90 out of 5
Excellent
27 reviews on Apple
 
02/13/2023
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All reviews and experiences about Jörg Roos are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 10/19/2017  |  Last update: 03/30/2023   |  Report profile

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