CFO-Level Financial Leadership for Growing Houston Businesses, Without the Cost of a Full-Time CFO

Strategic financial leadership with the flexibility growing businesses need.

Most Houston business owners are making six and seven-figure decisions without anyone in their corner who understands the full financial picture. Not because they do not want that kind of guidance, but because a full-time CFO costs $200,000 a year or more, and that is not a hire most growing businesses can justify.

At Mayatax, our CFO advisory service gives you exactly what a CFO provides financial oversight, forward-looking strategy, cash flow control, and the clarity to make decisions with confidence without the overhead of a full-time hire. You gain access to experienced financial leadership without the commitment of hiring a full-time executive.

Outsourced CFO Advisory Services

What Our CFO Advisory Service Includes

Financial Reporting and Clarity

Financial Reporting and Clarity

Clean, timely financial reports that actually tell you how your business is performing — not just what happened, but what it means and what to do about it.

Cash Flow Management and Forecasting

Cash Flow Management and Forecasting

A 13-week and quarterly cash flow view that shows exactly where your business stands and flags problems before they become crises.

Budgeting and Financial Planning

Budgeting and Financial Planning

Annual budgets and rolling forecasts built around your real business goals, not templates pulled from a spreadsheet library

Profitability Analysis

Profitability Analysis

Breaking down your revenue by client, product, or service line to identify what is actually driving profit and what’s quietly costing you.

KPI Development and Tracking

KPI Development and Tracking

Identifying the five to ten numbers that matter most in your business and building a dashboard so you’re always looking at the right information at the right time.

Growth and Expansion Advisory

Growth and Expansion Advisory

Before you hire, open a second location, take on debt, or pursue a new contract, we model the financial impact so you go in clear-eyed, not hoping for the best

Tax-Integrated Financial Strategy

Tax-Integrated Financial Strategy

Because our CFO advisory sits inside the same team handling your tax filings, every financial decision is viewed through a tax lens. No surprises at year-end because a growth decision wasn’t planned with tax implications in mind.

This Is the Difference Between Knowing Your Numbers and Understanding Them

Most business owners know their revenue. Far fewer know their actual margins, their real cash position, or whether the trajectory they’re on leads where they think it does. Our CFO advisory service closes that gap, turning your financial data from a record of the past into a tool for the future.

Who This Service Is For

Our CFO advisory service is designed for Houston business owners who have moved beyond survival mode and are making decisions that shape what the next three to five years look like.

Who This Service Is For

Already Working With a Financial Advisor?

Many of our CFO advisory clients were already working with someone — a part-time bookkeeper, a once-a-year tax preparer, or a general financial advisor who gave broad guidance without digging into the specifics. If the person advising your business does not know what your Q3 cash position looks like or why your margins shifted last quarter, that is a gap that can limit decision-making and long-term financial planning.

Why Houston Business Owners Choose Mayatax for CFO Advisory

Every CFO advisory engagement is supported by experienced financial professionals who understand your business and industry.

Houston-rooted

We understand Texas business structure, local market dynamics, and the industries that make up this city’s economy

Fully integrated

Your CFO advisory, tax filings, and bookkeeping sit in one team — no conflicting advice, no blind spots between your financial strategy and your tax position

Proactive and direct

We flag issues and opportunities before you have to ask. You wil not spend your time chasing updates

Plain talk, no jargon

Every recommendation comes with a clear explanation of what it means and why it matters for your specific situation