Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
San Antonio is Texas's second-largest city and home to the largest military installation in the US. Defense contractors, healthcare systems, and the city's booming hospitality sector all need finance leadership that goes beyond basic bookkeeping. Management accounts by the 5th, cash-flow forecasts updated weekly — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Joint Base San Antonio is the Department of Defense's largest joint installation. Defense contractors here deal with DCAA-compliant cost accounting, indirect rate structures, and incurred cost submissions that most bookkeepers have never seen. We build the financial systems that pass government audits.
San Antonio is a medical hub with major hospital systems and thousands of independent practices. Revenue cycle management, multi-location clinic consolidation, and payer-mix analysis require finance leadership that understands healthcare's unique cash-flow dynamics. We deliver that.
The Alamo and the River Walk drive a $15B tourism economy. Hotels, restaurants, and event companies face brutal seasonal cash-flow swings. We forecast those cycles monthly, manage working capital through slow seasons, and make sure you're not caught short when payroll hits.
San Antonio's growing tech corridor — fueled by military cyber operations and private-sector demand — is producing SaaS and defense tech companies that need real financial infrastructure. Deferred revenue, ARR tracking, and burn-rate modelling aren't optional once you pass $2M.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
Revenue, gross margin, AR days, AP days, cash runway, burn rate. Updated live. Know where you stand before month-end.
Rolling weekly cash forecast with scenario modelling. Critical for seasonal hospitality businesses and defense contractors waiting on government payment cycles.
DCAA-compliant cost pools, indirect rate calculations, incurred cost submissions, and contract-level profitability tracking for defense contractors.
45-minute call to review the numbers, flag risks, and discuss opportunities. Like having a CFO in the room.
Franchise tax calculations, sales-tax nexus monitoring, and multi-state compliance. Working papers prepared for your CPA.
DCAA-compliant cost accounting, indirect rate structures, incurred cost submissions, and contract profitability analysis for JBSA-area contractors.
Revenue cycle management, multi-location consolidation, payer-mix analysis, and provider compensation modelling for San Antonio's medical sector.
Seasonal cash-flow forecasting, RevPAR tracking, food-cost management, and working capital optimization for the River Walk economy.
SaaS metrics, deferred revenue schedules, ARR/MRR tracking, and burn-rate modelling for San Antonio's growing tech corridor.
Yes. We set up compliant cost pools, calculate indirect rates, prepare incurred cost submissions, and produce the contract-level reporting that DCAA auditors expect. If your current books wouldn't survive a government audit, we fix that.
We build a 13-week rolling cash forecast that maps your seasonal revenue patterns against fixed costs. You'll see exactly when cash gets tight and how much reserve you need. We update it weekly so there are no surprises when Fiesta ends and the River Walk slows down.
Yes. We consolidate financials across all your clinic locations monthly, track provider-level productivity, and deliver a single management view. Payer-mix shifts, AR aging by location, and referral-source profitability are all part of the monthly package.
Most San Antonio engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one, run a diagnostic on your chart of accounts by day three, and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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