VerityPoint Advisory / Fractional CFO services
Find the cash leaks. Build a stronger business.
Experienced financial leadership for privately held businesses with $3–$30 million in revenue. Understand what is eroding profit, improve cash visibility, and make decisions with confidence.
Texas-focused. Available to businesses nationwide.
Expertise, not empty promises
CPA-led perspective
Former healthcare CFO experience
Evidence before estimates
Financial opportunities validated with your data
Practical executive support
Clear priorities, not another unread report
Where we focus
Revenue is only part of the story.
A growing business can still struggle to pay bills. We connect financial reporting to the operational decisions that shape your margins, working capital, and next stage of growth.
For manufacturers and distributors, contractors, home services businesses, and independent healthcare practices—especially teams without experienced CFO leadership.
See where profit disappears
Examine customer and service profitability, pricing, purchasing costs, and operating expenses to identify where revenue is failing to become profit.
Put working capital to work
Review receivables, missed collections, and cash timing. Build a clearer view of what is available today and what the business will need next.
Lead growth with better numbers
Establish useful reporting, budgets, financial controls, and a regular decision-making cadence—with fractional CFO support as your needs evolve.
The Cash Leak Scorecard / A quick self-check
What might your numbers be hiding?
Use these questions to start a conversation with your leadership team. Each “no” or “not sure” points to an area worth investigating—not a diagnosis or a promised saving.
- 01Do you know which customers and jobs are genuinely profitable?
- 02Can you confidently forecast cash needs for the next 13 weeks?
- 03Are overdue receivables reviewed and followed up consistently?
- 04Do you review cost increases against pricing and margins?
- 05Does your monthly reporting tell you what action to take?
A focused starting point
Clarity first. Ongoing support when it fits.
Financial Performance Diagnostic
$3,500
Entry offer · scope confirmed before engagement
A focused review of profitability, cash flow, working capital, and reporting to surface financial pain points and prioritize practical next steps.
- — Review the financial information available
- — Separate supported findings from assumptions
- — Prioritize improvements and discuss implementation
Fractional CFO partnership
For owners who need experienced financial leadership beyond the diagnostic: forecasting, performance reviews, budgeting, controls, and executive decision support.
Retainer scoped to your business
Pricing depends on complexity, cadence, and responsibilities. No one-size-fits-all package.
We look for meaningful improvement opportunities, potentially exceeding $100,000 annually where the data supports it. This is an evaluation focus—not a guaranteed outcome.
Available engagements
Your next financial decision
Start with the problem that costs you most.
Bring your cash concerns, margin questions, or growth plans. Explore a focused engagement before committing to ongoing CFO support.