Fractional CFO & Advisory Services
Strategic financial guidance to help business owners understand performance and make confident decisions.
The Doza Group provides fractional CFO and advisory services for San Antonio business owners who need strategic financial insight without the cost of a full-time CFO hire. Advisory services include financial strategy, KPI analysis, budget creation, cash flow planning, profitability guidance, and business consulting. Because advisory clients maintain bookkeeping through The Doza Group, all guidance is built on accurate, current data.
Financial Strategy
High-level financial guidance analyzing revenue trends, expense patterns, and growth trajectory to develop strategy aligned with your goals.
KPI Analysis
We identify the specific metrics that matter most for your industry and business stage, then build reporting that makes them visible and actionable.
Budget Development
Realistic budgets based on your actual financial performance, not industry averages or assumptions.
Cash Flow Planning
Proactive cash planning so you have the cash needed to operate, grow, and avoid surprises. Cash flow problems are the leading cause of small business failure.
Profitability Guidance
Breakdown of profitability by service line, customer segment, or project to focus resources where they generate the most return.
Business Consulting
Strategic support including scenario planning, pricing strategy, and operational efficiency analysis.
Who This Is For
Business owners who want deeper insight beyond basic financial statements.
Companies preparing for growth, expansion, or major financial decisions.
San Antonio businesses generating $500,000+ in annual revenue.
Our Advisory Process
Assess
We analyze your financials, operations, and goals to identify where advisory has the highest impact.
Implement
We build KPI dashboards, cash flow models, and strategic frameworks tailored to your business.
Maintain + Improve
We meet regularly to review performance, adjust strategy, and guide decisions with real data.
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO is a senior financial professional who provides part-time, strategic guidance to businesses that need CFO-level insight but are not ready for a full-time hire. At The Doza Group, this includes KPI analysis, budgeting, cash flow planning, profitability guidance, and financial strategy on a recurring schedule.
How is advisory different from bookkeeping?
Bookkeeping records and organizes transactions. Advisory interprets those numbers to help you make better decisions. Bookkeeping answers “What happened?” Advisory answers “What does it mean, and what should you do about it?”
Do I need CFO advisory if my business is still small?
Advisory is most impactful for businesses generating $500,000+ in annual revenue, or those actively preparing for growth, hiring, or financing. Even smaller businesses benefit from understanding cash flow and profitability drivers.
Ready for Strategic Financial Insight?
Schedule a discovery call to see how advisory can help your business grow.
The Doza Group 