Senior judgment, when the decision is big enough.

CFO and advisory services in Cedar Park, TX

There is a long stretch in a small business where the financial decisions get consequential well before the business can justify a senior finance hire. Leases, headcount, pricing, debt, a second location, or an exit. Each one is easier with someone in the room who has done it before.

Advisory work here is always an outside engagement. Tim is not on your payroll and not an officer of your company. He works with several businesses, and that independence is part of what makes the advice useful, because there is no internal politics attached to the answer.

The background matters for this work specifically: more than twenty years in finance and accounting, inside large multinational banks and at two of the Big Four consulting firms, helping companies find efficiency and room to grow. That is the experience an advisory engagement gives access to.

Advisory clients nationwide

Advisory engagements run with businesses in Cedar Park, TX, Austin, TX and the surrounding towns, with companies in San Diego County, and with owners elsewhere in the country, all fully remote. Because the work is conversation and analysis rather than paperwork, a scheduled video session is genuinely equivalent to sitting in the room. Financial services firms are among the most frequent users of this work, alongside owners preparing for a sale.