Part-Time CFO Services in Tyler, TX for Growing Businesses

Every business reaches a point where bookkeeping and basic accounting aren’t enough. At Martinez CPA, we provide part-time CFO services in Tyler, TX that give small and mid-sized businesses the financial insight and strategy they need—without the cost of a full-time executive.

Our team helps business owners across Tyler, Whitehouse, Bullard, Lindale, and throughout East Texas plan for sustainable growth, manage cash flow, and make informed decisions backed by accurate financial data.

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Strategic Financial Guidance Without the Full-Time Expense

A part-time CFO gives you access to high-level financial strategy and analysis at a fraction of the cost of an in-house hire. Martinez CPA acts as your trusted advisor—reviewing your numbers, identifying trends, and guiding you toward stronger financial performance.

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What a Fractional CFO Handles

We deliver actionable insights that help you make confident decisions about hiring, equipment, expansion, and investment—based on real data.

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 Budgeting and rolling forecasting (12–18 months)

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Business cash flow planning and weekly cash tracking

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KPI dashboards and break-even analysis

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Pricing, margin, and job/product profitability reviews

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AR/AP policies, credit terms, and cash controls

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Lender readiness: projections, covenant tracking, board packs

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Capex modeling and “what-if” scenario planning

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Owner compensation/distributions planning (tax-aware)

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Systems check: QuickBooks structure, classes, and reporting hygiene

Cash Flow Management That Keeps You Moving

Healthy cash flow is the lifeblood of any company. Our CPA-led team helps business owners monitor income, expenses, and seasonal fluctuations to maintain the stability needed to operate smoothly.

We help you:

  • Identify and correct cash flow bottlenecks
  • Forecast revenue and expense trends
  • Manage accounts receivable and accounts payable
  • Plan for upcoming payroll, tax payments, and financing needs
  • Build cash reserves for unexpected challenges

By maintaining accurate projections and timely insights, we keep your business positioned for growth—even when the market changes.

Financial Analysis That Turns Data Into Direction

Many business owners have accounting data but no roadmap for what to do with it. Martinez CPA turns your numbers into usable strategy—helping you understand where your profits come from, how to control costs, and when to reinvest.

Our analysis goes beyond spreadsheets to answer key questions:

  • Which clients, services, or products drive profit?
  • How can we improve margins without cutting quality?
  • What investments will have the biggest return?

With clear reporting and practical recommendations, you’ll always know the story behind your financials.

Your Outsourced CFO Partner in East Texas

Our firm works closely with small business owners, entrepreneurs, and nonprofits who need professional financial leadership—but not a full-time CFO salary. We offer flexible engagement options, including monthly, quarterly, or project-based consulting.

By integrating CFO services, bookkeeping, and tax planning, we give you a complete financial picture—making it easier to make informed, confident business decisions.