Our services · Round Rock & Austin, Texas
CFO advisory.
Built around your business.
Understand what is driving results, see the cash needs ahead, and bring an experienced financial perspective to your next decision.
01 / Our core service
CFO Advisory &
Financial Strategy
Practical financial leadership for owners and operators who want more than a report.
Connect your financial results to the decisions you make every day. We help you evaluate performance, plan for what comes next, and focus on the issues that matter most to your business.
- Cash-flow planning: understand upcoming cash needs and the effect of operating decisions.
- Budgets and forecasts: connect revenue, staffing, and spending assumptions to a practical plan.
- Profitability analysis: examine margins, costs, and the drivers of business performance.
- Decision support: evaluate growth, staffing, investment, and operational priorities.
- Management conversations: review results, explain changes, and identify the next steps.
Best fit: owners who need a financial thought partner and a clearer view of the road ahead.
02 / A reliable foundation
Monthly Close &
Financial Reporting
Turn month-end activity into financial information you can use. A consistent reporting process helps advisory conversations start with a dependable view of performance.
- Monthly close coordination and account review
- Financial statements and management reporting
- Budget-to-actual and period-over-period analysis
- Clear explanations of key changes and business trends
03 / Supporting your operations
Bookkeeping &
Account Reconciliation
Keep the underlying financial records organized and current. Bookkeeping support can complement your advisory and reporting needs, with responsibilities defined around your existing team and systems.
- Ongoing transaction review and categorization
- Bank, credit card, and balance sheet reconciliations
- Consistent account organization and supporting records
- Coordination with your internal team and outside CPA
Working together
What to expect.
A straightforward process, from the first conversation to ongoing CFO advisory.
Start with a conversation
Share your priorities, the decisions ahead, and the financial questions on your mind. We’ll discuss where CFO advisory could help.
Agree on the scope
We outline the services, responsibilities, meeting schedule, and fee before work begins.
Ongoing CFO support
Review results, update forecasts, and work through business decisions with an experienced financial partner.
Common questions
Before we talk.
What does CFO advisory help a business owner do?
CFO advisory helps connect financial information to business decisions. That can include planning cash flow, building forecasts, understanding profitability, and evaluating staffing, spending, or growth options.
Do I need bookkeeping services to work with you?
No. CFO advisory can work alongside your existing bookkeeper, internal finance team, or CPA. If you also need ongoing bookkeeping or account reconciliation support, we can include it in the agreed scope.
What kinds of businesses do you work with?
We focus on owner-led and operator-led service businesses. Daniel brings leadership experience in healthcare, home health, corporate housing, and technology. Our services are shaped around your business, your existing team, and the decisions you need to make.
Where are you based, and which areas do you serve?
Hill Country Financial Operations is based in Round Rock, Texas, and serves businesses across Central Texas.
How are services priced?
Fees depend on the scope, complexity, reporting needs, and level of advisory support. We define the services and fee before work begins.
Do you provide tax returns or audit services?
No. Hill Country Financial Operations is not a CPA firm and does not provide tax, audit, or attestation services. We can coordinate financial information with your licensed CPA.
Let’s start with your priorities
What would a clearer financial picture help you decide?
Tell us about your business and the questions on your mind.
Talk with Daniel