An owner in San Antonio does the job, sends the invoice and then waits. The customer might be a hospital, a prime contractor, an agency or a base, and each has its own way of paying. The profit and loss says the quarter was good, and the checking account says otherwise. cfosanantonio.com exists for that gap. It is a place to learn why the gap opens, how to measure it and what to do while it lasts.
The practice running this site is Steven and his team, in Dallas, Texas, and Steven Palmieri is a Tax CFO. They work with San Antonio owners remotely, by video and in a shared set of books. They say that up front because it is true. They are Texans as well, so the Comptroller's calendar, the May franchise report and the Central Time clock are theirs too.
In an owner-run business a Tax CFO closes the books each month, prepares the return and helps decide the year while it can still be changed. Here that comes down to three things. A closed month, an honest list of who owes what and when it should land, and a plan for the taxes that will arrive ahead of the money.
Each page takes a moment that a San Antonio owner will recognize and works it through in plain words. A report that shows profit when the bank does not. A contract whose payment clock is longer than its work schedule. A win that costs cash before it pays. A credit line that is easier to get while things are fine. A season that has to carry twelve months. Read the one that sounds like your week, and skip the rest.
The name CFO San Antonio belongs to the work and not to a building. How the arrangement runs across the miles is set out on the page about working with a Dallas practice from San Antonio.
Some requests belong to a different kind of firm, such as a signed report for a surety or a review of a government accounting system. The page called when you need a licensed firm covers all of that in one place, so the rest of the site can stay about your cash. Nothing here promises a result, a price or a savings figure. Any fee is written down before work starts, once we have seen your books.
Plenty of owners begin with the questions page. Others would sooner talk, and a free visit is the way to do it. It runs by video with the practice, asks for no signature and no payment, and covers who owes you, when it should arrive and what the wait is costing.
For the practice's wider work across the state and beyond, see stevenpalmieri.com.
Questions are welcome at any stage, and we would be glad to hear yours first.
You will be talking to the Steven Palmieri practice.