James Webster

Business Financing Expert | CEO | ROK Financial
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James Webster, founder and CEO of ROK Financial has almost two decades of experience within the financial services industry. His passion for helping small business owners and his innovative way of thinking, has allowed him to run multiple successful businesses including National Business Capital & Services. Under the National name, the team was able to help secure over $1 Billion in financing for small businesses nationwide.

James and the team have always felt a need for a hands on and consultative approach while leveraging technology to help streamline the process. This has allowed them to develop strategic ways to seamlessly move files to specific lenders based on the clients needs. On average the team processes more than 400 transactions/month resulting in hundreds of millions of dollars distributed to small businesses on a monthly basis.

When it came time to creating the team at ROK Financial, James chose to surround himself with like-minded individuals with the same values and vision. Having the ability to hand-pick the most experienced, knowledgeable small business and commercial financing staff in the industry was a dream come true. He now knows, the strongest staff stands proudly behind the ROK Financial name and is excited to continue to serve small business owners for years to come!

In 2019, James was honored to be chosen as the co-chairman of the Small Business Financing Association Broker Council, a non-profit advocacy organization dedicated to ensuring small businesses can access financing solutions that are clear, secure, and fair. In this role, James establishes responsible and transparent practices for alternative lending brokers, while also educating policymakers and regulators about the technology-driven platforms and commercial lending programs that have emerged in the small business lending market.

James was born and raised on Long Island where he currently lives with his wife, Melissa, and their two children, Lilyanna and Jameson. He is an active member of the Long Island community and feels a special connection to local businesses. James not only personally spends his time with local charities and organizations but loves to include the ROK Financial team whenever possible. James enjoys the outdoors, skiing, boating, traveling (which has unfortunately come to a halt due to the pandemic, but looks forward to traveling once again when it is safe to do so), and sporting events, but above all, spending time with his family.

Articles Written By James Webster

Bookkeeping is an integral part of tracking and maintaining any business, but around 60% of small business owners feel they are not knowledgeable enough about accounting and finances in general. Yet, bookkeeping is critical because staying organized and knowing where your money is coming from and how you are spending it will help you optimize...
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It's never been easy for aspiring entrepreneurs to start a new business. What's worse, the modern business sphere has more complexity and challenges than ever before. In fact, research shows that approximately 50% of all new businesses don't survive beyond five years. Well, some manage to stay afloat beyond the five-year mark. However, you may...
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Running your own business is a huge undertaking. Having multiple bank accounts at different banks is confusing. Personal and business finances are very different. You may wonder should you keep your business and personal accounts at the same bank? Maybe you should consider separating your business and personal finances. By separating your personal and business...
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When starting a business, one of the first things you have to do is choose your business entity type. This decision sets the legal structure of a business. There are multiple things you need to consider when making this important decision. It all begins with understanding why it’s so essential and what options you have....
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What is a business without its customers? One way of measuring a business’s success is how they handle customer feedback and criticism. Customer strength can make or break any business. Why Is It Important To Know the Customer? It is extremely important to understand customer behavior because you can provide better business and build strong...
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When you own a business, taxes become an important topic. You must make sure to pay your taxes on time and in full. If you fail to do so, you could face penalties and fees that can add up fast. It is well worth your time to look into the benefits of paying quarterly taxes....
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If you want to start a business, you need to surround yourself with the right people. One of the first professionals you need on your team is a business planning attorney. A legal advisor can assist you with various aspects of starting up your business. He or she will be able to offer legal advice...
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The staff that you employ are responsible for your company’s overall customer experience. Think about your last experience as a customer. Were the staff you encountered friendly? Were they rude? If they were exceptionally friendly or rude, you likely remember your previous experience fairly well. When it comes to a business, the staff that helps...
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Many vendors often wonder how to handle their pricing. Private vendors and artisans, especially those who operate exclusively through online distributors, have an especially hard time knowing how much to charge for their goods and services. All the while, the market for a given product or service grows more and more competitive and complicated by...
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After years of hard work and schooling, you finally land your dream job. However, you may feel unprepared for your career once you get there. Even worse, you may feel stagnant as you stop challenging yourself and grow unhappy. Creating learning opportunities in the workplace will force your employees to try harder and reinvigorate their...
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