CFO-level guidance and year-round tax strategy, brought to the decisions that move your business. The clarity a finance chief gives the big calls on pricing, cash, and growth, sized to what you need, without a full-time salary.
Where this helps
Most owners make the calls that shape the year, what to charge, when to hire, whether the cash is really there, without a finance chief in the room. We become that person. We read the numbers with you, plan the tax year before it happens, and give you a straight answer when the stakes are high.
Most owners don't need a full-time CFO. They need CFO-level thinking a few hours a month.
What you get
CFO-level guidance, without the full-time cost.
The finance leadership to steer pricing, cash, and growth, at the scale your business actually needs.
Taxes planned all year, not just filed in April.
Proactive strategy that lowers what you owe on purpose, and keeps you audit-ready all year.
Right-sized
You move up as you grow, from a quarterly check-in to a standing seat at your biggest decisions. We scope it to your reality, so you never pay for more than the business calls for.
You get more than a report. You get an independent, experienced set of eyes on your numbers before the big calls, the kind of oversight most owners never have when they're deciding alone.
"They have a ton of resources for startup and business management, and their team helps handle many of the things we are not great at so we can focus on what we are great at."
LaneThe next step
Bring your questions on pricing, cash, or the tax year ahead. The first consultation is free, and you'll leave with a clear read on what to do next.
Schedule a Free Consultation
101 Business Center · 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español