On-Call Outsourced CFO for San Antonio, TX

Whether you are forging a new path with a brand new startup or well on your way and looking for financial support, AccountsFit has the right solution for your unique business needs. Call us today to schedule a one-on-one business consultation to get your AccountsFit.

Every home is unique, and we know that every individual is likewise unique. No master plan manages every family's financial interest. This is why we work with you to plan the wellness of your financial future. Contact us today to get started.

We take care of your books for you, so you can focus on running and growing your business and increasing your profits.

We have 30+ years of tax, accounting, and finance experience, including international.  We provide a unique advantage toward understanding your needs in accounting, treasury, finance, tax, and operations.

Our clients include businesses from under $1 million in revenue and over $1 million in revenue with single and multiple entities, Sole Proprietors, Corporations, Partnerships, Sub S Corporation, LLC’s, and Individuals from all walks of life.

We provide tax planning and compliance, accounting, treasury, finance, and technology implementations to clients in all categories.

  • Retail
  • Hospitality
  • Professional Services
  • Medical
  • Collections Services
  • Energy
  • Restaurants, Clubs
  • Manufacturing
  • Financial Services
  • Construction
  • Individuals
  • Non-Profits
  • Agriculture
  • Technology
  • Charities

Every business and individual is unique and deserves personalized, professional, and courteous service. We can help plan for all types of financial decisions. Our experienced staff will provide expert, friendly service and our rates are competitive.
Please call us for your free initial consultation

We offer the following services to provide you a solid foundation for your business accounting. You may customize your package of services to suit your unique needs:

QuickBooks Online
Let us set up your business on QuickBooks the ideal way from the inception to facilitate accrual basis accounting, raising capital, filing tax returns, and ultimately to sell or exit your business when you retire.

On-Call CFO
With 30+ years of experience in the business, we can serve as your CFO on an as-needed basis.

On-Call CFO

Trying to find the right chief financial officer (CFO) for your business might seem like a daunting task. But with the on-call outsourced CFO services offered by AccountsFit in San Antonio, TX, you no longer have to worry about finding the right person. We’ll provide you with an on-call CFO who has the perfect blend of experience, professionalism, and expertise to help your business with its financial goals.

Your on-call CFO can help you with a number of financial services, including all of the ones listed below. AccountsFit will find the right CFO for the needs of your business and bring a skilled worker to your team so you can focus on other aspects of running your company. Let us handle your financial needs in an on-call, outsourced capacity, which will save you money by having access to our experts only when you need it.

Explore our on-call outsourced CFO services below to learn more about the financial solutions we provide. After you’ve found the services you’re looking for, scroll to the bottom of the page to start the process of booking an appointment.

Accrual basis financial statements are viewed as more competitive in the marketplace enabling your business to raise financing more easily when needed, and you gain a real measure of your business’ true performance.

We will come out to your business to examine all areas of your business, including reconciling cash accounts, conducting a physical count of inventory, products/parts.

We will record fixed assets for all machinery/equipment, and set up depreciation schedules for fixed assets, establish accounts receivable for those customers to whom you give payment terms beyond COD, and accounts payable for your vendors who give you extended times. 

We will set up an accrual for payroll and payroll taxes, review loan agreements and set up an amortization schedule for debt service, set up prepaid assets for insurance policies and other prepaid expenses, and an amortization schedule for prepaid assets. We will create a balance sheet that contains all assets, liabilities, and owners' equity for your business.

With our goal to minimize your taxes both today and in your future, we offer the long-term plan for yourself and your business, including tax planning and tax return preparation for all including corporations, partnerships, subchapters, LLC’s, sole proprietorships, and individuals.

When planning to retire, you may want to sell your business. If so, accrual basis accounting makes your business more marketable. We can advise you how best to prepare your business proactively for sale that will pave the way for you to command the highest price possible whenever you decide to retire.

To sell your business at a maximum price requires clear, accurate financial statements, with excellent transparency in all your business decisions.  Consider either running all payments to owners as payroll or delineate dividends separately on the balance sheet.

Financial statements are useful to see how well your business is performing and provides a tool to deliver to your bankers when you need financing.

Having us provide a Statement of cashflows points out areas of opportunity where improvements can be made.

Having us reconcile your bank accounts each month allows you to identify lost checks, lost deposits, and unauthorized wire transactions, detect and prevent excess/unjustified bank charges, and ensures deals are posted correctly by your bank.

Having a Budget with Variance Reporting and Year-End Forecast Reporting (Remaining Task) is a reliable tool to help you achieve your goals. Charlie H. expressed great gratitude to me for providing information so very instrumental in helping him to overachieve his goals for the year.

Cash Forecasts Short Term and Long Term. Having us build your cash forecast helps you plan to minimize short-term borrowings, and help you prepare for future financing needs to grow your business to the next level. Cash forecasts also provide helpful information to help turn around a financially troubled company.

AccountsFit provides treasury management services to allow our clients the ability to optimize their cash flow best. This will enable clients with tight cash flow the ability to fund payroll and to take advantage of early payment discounts when available.

Positive Pay is the best prevention against fraudulent activity in your bank accounts. Theft happens.  Efficient cash management ensures all your cash is always fully utilized daily and working for you and earning income daily. I saved over $100,000 annually in bank fees with robust and effective cash management.

These are tools used to measure your business’s performance in all areas and help you identify opportunities for improvement and ultimately reach your financial goals. They include DSO, DPO, Inventory turnover, gross margin %, % EBITDA to revenue, %net income to tax, times interest earned, and others.

Budgets are a great tool to help the company plan for growth and achieve your business goals. Typically, budgets are prepared on an annual basis for the next fiscal year and a five year budget for longer-term planning. Maintaining monthly Variance Reports is a great tool to help you keep your business on target.

Another great tool to identify fraudulent payments in your account is by reconciling all of your bank accounts.

We can assist you in seeking financing to grow your business by providing you individual financial reports your lenders may request.

Forecasts are an excellent tool used for planning funding payroll; funding anticipated large expenditures, or for use in managing a problem area in your business. Larry L. used my cash forecasting to turn around and save a troubled company from failure.

If you seek to acquire another business to grow your own business, we can provide some financial analysis for your use in evaluating whether the new company will benefit your existing business.

We can assist you in providing your lenders the financial reports they require as a term of the financing agreement.

Hourly CPA Services at Rates You Can Afford

Time is money, and we intend to not waste either. Our mission is to help you with financial service needs and manage every dollar spent, earned, and invested. We believe that you are investing in us, and we plan to make that an investment that generates income.

Next Steps

The next step is simple, we talk. To provide a solution we need to know what you are looking for. An AccountsFit representative will meet with you one-on-one for a free evaluation. From there, the plan for a fit financial future can be made.

Book an Appointment