Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting. Serving businesses in San Antonio.
• Strategic partner to pressure-test your business model
• Board-ready reporting and investor materials
• Fundraising support from due diligence to close
• Expert guidance on unit economics and scaling
The CFO question in construction is whether you can fund the work you have already won. Contracts are large, payment is slow, retainage locks up 5–10% of contract value, and bonding capacity caps how much you can bid. Cash timing decides the business more than margin does.
An outsourced CFO is a function, not a person. You are buying senior finance judgment plus the team underneath it that does the work — the controller who owns the close, the accountant who codes transactions, the analyst who builds the model. That distinction matters the first month a board deck is due the same week as the close. A fractional CFO, who is one person selling you a slice of their calendar, has to choose. An outsourced CFO function does both, because the close never sat on the CFO's desk to begin with.
Flat monthly fee scoped to reporting cadence, entity count and forecast complexity — the deliverable is a working finance department, not a number of hours.
CFO oversight sits in our Expand tier. Comparing this to a $5,000 fractional retainer is misleading: that retainer plus a bookkeeper plus your own time coordinating both is the same money with more overhead landing on you.
See full pricing →You're so focused on operations you can't think strategically about finance.
✓ Dedicated strategic advisory to own your financial direction
Preparing for board meetings is stressful and time-consuming.
✓ Professional board packages and presentation support
You don't have the materials or metrics investors expect.
✓ Investor-ready financials and pitch support
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
We tailor our approach to the unique needs of your business.
MRR/ARR
Gross Margin
Utilization Rate
Days in AR
Burn Rate
Job Margin
Food Cost %
NOI
Gross Margin
Program Expense Ratio
Job costing, percentage of completion, retention. We understand the unique financial challenges of construction businesses in San Antonio.
Based in Boston, we work with companies across the country.
Looking for CFO Advisory services in San Antonio, TX? We serve businesses throughout the San Antonio metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →Sureties underwrite working capital, equity and the reliability of your WIP reporting. Most capacity constraints we see come from balance sheet presentation and inconsistent WIP rather than the underlying business. Cleaning both up is usually the fastest route to a higher single and aggregate limit.
Thirteen weeks, rebuilt weekly from the job schedule and expected draw timing. In construction the gap between work performed and cash received is long enough that a profitable company can run out of money mid-project, and the thirteen-week view is where that shows up early enough to act.
A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We work with clients across the Southwest and nationwide. Our team operates in Central time and can accommodate your schedule.
