Looking for a CFO in San Antonio and unsure about working with one in Dallas? It is a fair question, and it deserves a straight reply. The practice behind Steven Palmieri, a Tax CFO, sits in Dallas, about 253 miles up the road. Nobody here claims a San Antonio address. What we offer is a monthly rhythm that works the same wherever the two of us happen to be.
Texans share a rulebook, and that settles more than people expect. A sales tax return to the Comptroller looks the same from either city. A franchise report is due on the same May date. A payment over a million dollars has to be started by the same Central Time hour, whichever side of Texas you sit on. Nobody here has to learn your state, because it is ours too.
Follow one invoice from the day it is written. It is created in software, emailed to the customer, tracked on an aging list and paid through a bank feed. The customer may approve it in a portal. Not one step of that happens on a street corner. The part of the job that mattered most, reading the aging list and deciding what to do about it, has always been a screen job, and a screen in the next building shows the same numbers as one in Dallas.
The books sit in QuickBooks Online, with your bank and cards feeding into them. We close the month from that shared file and send short written questions where something needs your eyes. Then comes one video meeting. We read the close, the aging list and the cash view together, and settle on a single decision for the coming weeks. Scheduling runs through a link, and anything urgent in between goes into the same file the numbers live in.
The quality of the work depends on how well a person knows your numbers. That has nothing to do with distance.
What closeness used to buy was a place to drop receipts, a chair across the table for signing and someone able to drive to the bank. Receipts are photographed today, signatures arrive on a phone and bank feeds land overnight. Closeness still buys a handshake and a parking space, and both are pleasant.
Then there is the clock. A video call slots in between a delivery and a site visit. A round trip on I-35 costs a day, and a monthly look at a list of invoices does not need a day.
You give up meeting at your own table. Some owners care about that, and we will not call it nothing.
You gain a monthly meeting that really happens, because it is easy to keep. You gain closed books before every call, so the hour goes to decisions. And you gain a person who knows how Texas rules apply to a business with big, slow customers.
Earned in March, waiting in April, collected in May. No part of that sentence needs a short drive. It needs a clear list and a steady look.
Try a single video meeting about your receivables before you decide anything. It costs nothing, and no signature is needed. If you would like the substance first, read about a fractional CFO in San Antonio, or begin with profit on paper and cash in the mail.
You will be talking to the Steven Palmieri practice.