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CFO Services

Our Process For Better Financial Management

We believe that better financial management results in business owners achieving more peace of mind and profits in their business. In addition, great financial management results in a business owner having more clarity, confidence, and sense of direction about their business finances.

Implementing Financial Management Best Practices (Part 1 of 2)

Implementing Financial Management Best Practices (Part 2 of 2)

Financial Planning Session

Starting at: $5,000
Who is it for: Business owners
Objective: To provide a financial analysis and breakdown of the business in addition to a cash flow forecast
Deliverables: Financial KPIs, labor productivity analysis, simplified P&L, return of equity, business valuation model, financial sensitivity analysis, target core capital needs, cash flow forecasting model

Joe Gallegos, CPA/CVA Partner-in-Charge

Joe is s a Certified Public Accountant (C.P.A.) and a Certified Valuation Analyst (C.V.A.). Joe’s professional career in public accounting began in 2012 with one of the “Big 4” international
accounting firms. Since 2012, the focus of his professional engagements has been primarily in the area of tax planning, cash flow planning, business valuations, and business consulting for privately owned businesses.

Years of Experience: 10

Education: 


Bachelor of Business Administration-Accounting Texas State University, San Marcos, TX 2011

Master of Science- Accounting Sam Houston State University, Huntsville, TX 2012

Certifications:

CERTIFIED VALUATION ANALYST
National Association of Certified Valuation Analysts, 2018

CERTIFIED PUBLIC ACCOUNTANT The state of Texas, 2013

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