CFO Services

When your business was brand-new, you were probably able to run the finance function yourself. After all, it wasn’t that complicated at the beginning.

However, as you grow, you might find yourself needing an accounting and finance function that can help you grow. You need financial leadership within your company can analyze your critical decisions. There needs to be someone to help you understand how much capital you have and how you can leverage it to become even more profitable.

A CFO, or Chief Financial Officer, is a critical member of your business team. They optimize your access to capital and help you turn your ideas into reality, while also overseeing the day-to-day finance functions of your business. Whether you are a stable company looking to stay ahead of the competition or a brand-new startup hoping for explosive growth, a CFO can help you stay ahead of the pack.

A financial expert, at your side.

As a business owner, you probably know how helpful it could be to have a financial expert on your team. However, the idea of hiring a full-time CFO can often be prohibitively expensive for a small business. You also might not be large enough to fully take advantage of a CFO for forty hours a week. That’s why we offer CFO services.

By hiring us to serve your company on a part-time basis, you get many of the benefits of a full-time CFO, at a price that your business can afford. We have decades of experience in the San Antonio business community and can help your company take giant leaps forward in just a few hours per week.

We can also work with your existing finance team to make strategic decisions that will help you become even more successful. If you have a bookkeeper or accountant on staff, We can help them develop reporting practices that will better serve your business.

Will CFO services benefit you?

There are many reasons to use CFO services, either short or long term:

    • You are going through a complex change in your business, and your current CFO needs some assistance from someone who also has financial expertise.
    • Your CFO is on maternity leave, left the company with little notice, or is otherwise unavailable.
    • Your current staff needs additional training by an expert.

We can help you assess your business strategy so you can experience improvements that will help you meet investor benchmarks.

Businesses of all sizes need CFO expertise, but not all businesses have access to them. We offer the expertise that you need at a price that you can afford. I have both an MBA as well as many decades of experience in public accounting. They both combine to provide the expertise needed to both assess your business strategy and help you make the changes that you need to get where you want to go.

Don’t do it alone.

As a business owner, there are hundreds of things that you need to do every day. You need to think about new strategies to drive revenue, manage your employees, market your products, and constantly be looking for ways to improve. Plus, you need to do all of this while keeping your current clients or customers happy.

It can be easy to overlook the questions of finding ways to invest your capital and keep growing your business. Financial management is one of those aspects of owning a business that is easy to procrastinate on while remaining an essential part of ensuring that your business is successful and strong for many years to come. That’s why it is so valuable to have an expert on staff who is responsible for maintaining your financial stability and advising you on steps that you can take to become more profitable.

Working with a financial expert can help take your business to the next level. Reach out to us today to learn how our CFO services can support your company, either temporarily or on a more long-term basis. Together, we can make your business the best that it can be.

We are here to help you.