2022 Reviews

Top Fractional CFOs in San Antonio - 2022

LAST UPDATED 15 Aug, 2022
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List of the Top Fractional CFOs in San Antonio

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Snapback TaxServices

Service Focus
3% Turnaround Consulting
8% Accounting
19% Budgeting
33% M&A Advisory
17% Capital Raising
20% Other Finance
Service Focus
3% Turnaround Consulting
8% Accounting
19% Budgeting
33% M&A Advisory
17% Capital Raising
20% Other Finance
Founded in 2011, SnapBack Tax Service is an immediately developing tax firm in San Antonio with various customers ranging from people to private corporations. It is our satisfied customers and their endless referrals that have become SnapBack into what it is today. Being one of the best and most trusted tax corporations in the area.

The Energy CFO

Service Focus
7% Turnaround Consulting
20% Accounting
33% Budgeting
13% M&A Advisory
22% Capital Raising
4% Other Finance
Service Focus
7% Turnaround Consulting
20% Accounting
33% Budgeting
13% M&A Advisory
22% Capital Raising
4% Other Finance
The Energy CFO is a diverse and comprehensive firm. They are a woman majority-owned company. Their minority owner is Hispanic, and their workforce is highly skilled. They are headquartered in San Antonio, Texas. Appointments are needed as they mostly operate in the cloud or on-site at their customer offices beyond the US and Texas.

Badger CPA Firm

Service Focus
4% Turnaround Consulting
30% Accounting
22% Budgeting
25% M&A Advisory
4% Capital Raising
14% Other Finance
Service Focus
4% Turnaround Consulting
30% Accounting
22% Budgeting
25% M&A Advisory
4% Capital Raising
14% Other Finance
We are a CPA firm based in San Antonio, TX with a pair of smart, hardworking, and light-hearted experts who are excited about helping fellow company proprietors get. Family focus, winsome, and caring for others. Consent when we are illegal, quick to listen, and crawling to speak, learning from others. Responsible for efforts, follow through on engagements, high responsibility culture.

Frequently Asked Questions About Fractional CFOs

Generally, a fractional CFO engagement tends to last about 3 months, it could also be much longer depending on if the CFO is being replaced. That being said, there have been cases where a fractional CFO engagement lasted from 6 months to about 5 years. There are even some arrangements that have lasted indefinitely. However, when it comes to engagements, the most common ones tend to last 1 to 2 years.

Fractional CFOs are able to work either remotely or on-site. This is typically dependent on the retainer agreement drawn up. It could also be that the fractional CFO would split their time between working on-site and working remotely, however, this tends to depend on the demands of the business or project.

With a fractional CFO, you do not have 24/7 access to them, as the rest of their time would have to be spent attending to their other clients. Additionally, they are unable to concentrate solely on your business and that could lead to your business not getting as much information as it would in the case of a traditional CFO.

Hiring a fractional CFO can mean cost savings to the business, as benefits, equity and profit-sharing agreements typically entered into with a traditional CFO are null and void.

 

A fractional CFO can improve cash flow by doing the following:

  • Introducing strategies that prompt clients to pay their invoices quicker
  • Ramp up collections in order to expedite payment receipts.
  • Cooperate with creditors and banks to manage lines of credit

 

They can also improve profit margins by doing the following:

  • Tracking spending by analysing things that are needed with things that aren’t
  • Reviewing financial statements at a high level enabling the organisation and its team members to concentrate on more pressing matters
  • Working with leadership to create a budget
  • Analysing monthly data to determine where profits are generated from.

A CFO has numerous duties, from deciding when and where company funds are invested to financial reportage. It is the duty of a CFO to oversee a business’s capital structure, determine the appropriate equity debt mix as well as internal financing. One of the most integral duties of a CFO, however, is to address any issues surrounding capital structure.

Money management as well as an understanding of the business’s industry is a key trait for a fractional CFO.
Trustworthiness paired with logic is another key trait a fractional CFO should have, considering that it would be their job to manage the financial actions of a business. They would need to be trustworthy in order to analyse the organisation’s financial strengths and weaknesses, track cash flow, and propose corrective actions.
A fractional CFO needs to have strong leadership capabilities, as they have to be able to effectively communicate with the team, develop a vision for the future, and also share important information.
A fractional CFO should also be results-oriented. This means being able to set goals for the company which the finance team can work towards. It also involves discovering ways to measure outcomes and holding people accountable when those goals aren’t met.

A fractional CFO should be a strategist, being able to assist the CEO in novel opportunities, becoming more strategic, and taking on a role more akin to a business partner.
The fractional CFO should also be able to seamlessly translate the Key Performance Indexes of the company into integral information for the CEO, whilst also transforming the CEO’s strategy into an actionable plan. This plan also has to be communicated effectively to the rest of the organisation.
The fractional CFO should also have the skills of a spokesperson. They are not only responsible for financial issues, but they are also responsible for motivating the organisation to execute the company’s strategy and communicating with shareholders.
A fractional CFO should have broad technical knowledge in conjunction with financial management and reporting. This means they should understand the basics of investment, cash flow forecasting and much more.
A fractional CFO should also have the skills of a risk manager, especially as businesses become more international and complicated. They not only have to ensure compliance with a growing list of laws and regulations but they also need to recognise, assess, and respond to emerging and ongoing risks to the business.

Fractional CFOs tend to work on retainer agreements and the retainers usually range between $1,000 and $1,500 on the low end, $1,500 to $2,500 on the mid-end, and anywhere above $5,000 to $25,000 on the high end.

A fractional CFO costs tend to differ depending on the scope of work they do, the complexity and size of the business, the strength of the in-house finance team, and the business’s financials. A fractional CFO tends to cost on average anything from $3,000 to $10,000 per month. Fractional CFOs tend to charge an hourly rate range of $100 to over $250. However, this typically depends on the chosen tier of the fractional CFO. There are three tiers of remuneration, with the first being $50 to $125 per hour, the second being $125 to $150 and the third being $200 to about $350 per hour.

A fractional CFO (chief financial officer) can be defined as a CFO with experience who offers their services to companies on a contract, retainer, or part-time basis. This arrangement enables the company to have the expertise and experience of a qualified CFO without having to incur the traditional costs (bonuses, benefits, and salary) of a full-time CFO. A fractional CFO tends to work virtually with a goal to replace the full-time CFO on a temporary or permanent part-time basis.

Richard J Garcia CPA

Service Focus
12% Turnaround Consulting
25% Accounting
21% Budgeting
26% M&A Advisory
6% Capital Raising
10% Other Finance
Service Focus
12% Turnaround Consulting
25% Accounting
21% Budgeting
26% M&A Advisory
6% Capital Raising
10% Other Finance
Our firm gives outstanding co-operation to our customers because of our allegiance to the three underlying policies of professionalism, responsiveness, and excellence. Our firm is one of the best firms in the region. By combining our expertise, experience, and the spirit of our faculty, each customer receives close personal and professional care.

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ADKF

Service Focus
21% Turnaround Consulting
3% Accounting
12% Budgeting
12% M&A Advisory
17% Capital Raising
35% Other Finance
Service Focus
21% Turnaround Consulting
3% Accounting
12% Budgeting
12% M&A Advisory
17% Capital Raising
35% Other Finance
ADKF is a full-service, civil accounting firm giving a wide range of advising, accounting, and tax co-operations, but our real expertise lies in fostering pleasant, tight-knit connections with every one of our customers and supporting them coincide and exceed their most important ends. Our customer relationships are formed on a foundation of honesty, and proactive guidance.

NOW CFO

Service Focus
2% Turnaround Consulting
33% Accounting
9% Budgeting
16% M&A Advisory
34% Capital Raising
6% Other Finance
Service Focus
2% Turnaround Consulting
33% Accounting
9% Budgeting
16% M&A Advisory
34% Capital Raising
6% Other Finance
Their NOW CFO, San Antonio office, skilled business owners with expert, dependable, and resilient accounting resources that help every stage of your business growth. Their experts are technically prepared to restructure and turn around difficult accounting difficulties, from cash flow management to inside control implementation.

Almanza CPA Firm

Service Focus
28% Turnaround Consulting
23% Accounting
14% Budgeting
25% M&A Advisory
7% Capital Raising
3% Other Finance
Service Focus
28% Turnaround Consulting
23% Accounting
14% Budgeting
25% M&A Advisory
7% Capital Raising
3% Other Finance
We’ll do your task quickly and release it when promised. If you call us, we’ll call you back within 24 hours. We’ll charge you a fair fee, agreed in advance. We'll ensure that your accounting, tax, and another professional service. If you recommend or introduce a friend or family member to our firm, we’ll give them the same world-class service.

Rodriguez Holland & Co., P.C.

Service Focus
18% Turnaround Consulting
21% Accounting
9% Budgeting
23% M&A Advisory
17% Capital Raising
12% Other Finance
Service Focus
18% Turnaround Consulting
21% Accounting
9% Budgeting
23% M&A Advisory
17% Capital Raising
12% Other Finance
Unique and corporation tax returns are generally charged at the finish of the return and are due upon reception. In some situations, we may request payment in advance of giving aids. Charges are based on the complexity of the return and the time lacked to prepare it. Our minimum fee for Form 1040 arrangement is $350.

Brehm, Havel LLP

Service Focus
16% Turnaround Consulting
3% Accounting
26% Budgeting
14% M&A Advisory
23% Capital Raising
17% Other Finance
Service Focus
16% Turnaround Consulting
3% Accounting
26% Budgeting
14% M&A Advisory
23% Capital Raising
17% Other Finance
For years, Brehm, Havel & Company, L.L.P. has been providing excellence, personalized economic guidance to local individuals and companies. Our purpose is to help customers maintain economic viability in the present while taking a proactive approach to accomplishing later goals. This wants open communication. We have been a staple of San Antonio's company community for years.

Ray CPA Tax and Accounting, LLC

Service Focus
2% Turnaround Consulting
14% Accounting
36% Budgeting
31% M&A Advisory
2% Capital Raising
15% Other Finance
Service Focus
2% Turnaround Consulting
14% Accounting
36% Budgeting
31% M&A Advisory
2% Capital Raising
15% Other Finance
Ray CPA frequently interests an free accounting firm to review and approve our quality restriction plans and schemes, while assuring our techniques for performing these policies and procedures completely with licensed standards. External peer review is designed to assure the public that Ray CPA provides only the highest level of ethics and quality in our accounting practices.

Collie & Company CPAs, PLLC

Service Focus
18% Turnaround Consulting
9% Accounting
16% Budgeting
25% M&A Advisory
18% Capital Raising
14% Other Finance
Service Focus
18% Turnaround Consulting
9% Accounting
16% Budgeting
25% M&A Advisory
18% Capital Raising
14% Other Finance
Our theory was established on a desire to engage customers' requirements, with their cares being the aggressive force. We try to give personalized quality co-operations using the most advanced company technologies while preparing the highest technological and ethical standards. We offer a broad variety of tax, accounting, and bookkeeping services tailored for each customer.

John F. Coggin, CPA PLLC

Service Focus
23% Turnaround Consulting
16% Accounting
15% Budgeting
21% M&A Advisory
17% Capital Raising
8% Other Finance
Service Focus
23% Turnaround Consulting
16% Accounting
15% Budgeting
21% M&A Advisory
17% Capital Raising
8% Other Finance
John F. Coggin CPA, PLLC is a full-service, tax preparation, CPA firm focusing on small companies and own IRS tax with offices in Houston, Dallas, and San Antonio. We give individual tax arrangement with the personalization that software units can't. We keep up-to-date with the changing tax regulations, as well as your changing life circumstances.

Guerrero CPA

Service Focus
32% Turnaround Consulting
22% Accounting
2% Budgeting
1% M&A Advisory
25% Capital Raising
18% Other Finance
Service Focus
32% Turnaround Consulting
22% Accounting
2% Budgeting
1% M&A Advisory
25% Capital Raising
18% Other Finance
Ed is a Certified Public Accountant (CPA) at Guerrero CPA. His past 17 years of experience with Microsoft Great Plains, Buyer Relationship Management, and Intuit QuickBooks of outcomes gives him with a solid foundation of answers to offer and recommend. Ed Guerrero established the Steering Committee of Microsoft IAMCP - Microsoft Associations for Certified Partners in Austin and San Antonio.

Tolbert CPA LLC

Service Focus
19% Turnaround Consulting
6% Accounting
7% Budgeting
30% M&A Advisory
35% Capital Raising
3% Other Finance
Service Focus
19% Turnaround Consulting
6% Accounting
7% Budgeting
30% M&A Advisory
35% Capital Raising
3% Other Finance
Tolbert CPA LLC struggles to help company proprietors take their company accounts and compliance seriously with the most convenient techniques for the company owner, so they can enjoy consuming time making money. Sherry Tolbert has received great experience in the field of tax, with over twenty years of experience as a practicing CPA specializing in owner-managed companies.

The Gonzales Group

Service Focus
11% Turnaround Consulting
17% Accounting
19% Budgeting
15% M&A Advisory
22% Capital Raising
16% Other Finance
Service Focus
11% Turnaround Consulting
17% Accounting
19% Budgeting
15% M&A Advisory
22% Capital Raising
16% Other Finance
I have done the Gonzales Group for my accounting co-operations for at least 20 years. My wife and I started with Norbert Gonzales when we hardly had two coins to rub together. He took us on as clients and was kind enough to charge what we could afford. The firm has done personally.

LOWREY, POWELL, STEVENS & MANGUM P.C

Service Focus
8% Turnaround Consulting
20% Accounting
14% Budgeting
16% M&A Advisory
17% Capital Raising
25% Other Finance
Service Focus
8% Turnaround Consulting
20% Accounting
14% Budgeting
16% M&A Advisory
17% Capital Raising
25% Other Finance
Established in 1980, LOWREY, POWELL, STEVENS & MANGUM P.C. is a unique and progressive company of Certified Public Accountants with growing ideas and creative answers for companies of all types and development. We are professionals involved in contributing to the total success of your company. Much of our success has come from identifying appearing growth corporations.

JHB Texas CPA

Service Focus
16% Turnaround Consulting
22% Accounting
12% Budgeting
23% M&A Advisory
7% Capital Raising
20% Other Finance
Service Focus
16% Turnaround Consulting
22% Accounting
12% Budgeting
23% M&A Advisory
7% Capital Raising
20% Other Finance
The relationship you have with your CPA should be based on faith and experience that they will do what is in your best concerns. I feel this is only possible by judging who you are and what motivates you. My firm prides itself on knowing your world behind your company because company is not all I have.

MFCPA P.C.

Service Focus
21% Turnaround Consulting
13% Accounting
23% Budgeting
21% M&A Advisory
12% Capital Raising
9% Other Finance
Service Focus
21% Turnaround Consulting
13% Accounting
23% Budgeting
21% M&A Advisory
12% Capital Raising
9% Other Finance
At MFCPA, we can overcome tax-time stress with a full range of tax co-operations for individuals, businesses, and nonprofit companies in San Antonio. Our complete, professional tax services encompass all of your tax needs, including planning, preparation, and filing. We are also uniquely qualified to help resolve tax queries quickly and efficiently, whether you’re bartering with regional, federal regulations.