Free Houston cash check
Looking for a CFO in Houston? Plan cash for the year's swings.
Four quick taps, then a free look at the months ahead.
For the week after the rain.
Your free Houston cash check is ready to start. Where should we reach you?
How the free cash check works
- Answer four questionsAbout a minute. It shows what moves your year and how much cushion sits behind it.
- Pick a time for a video callBring a recent bank statement and the name of your slowest month.
- Leave with a first stepThe weeks that would hurt most, and one decision to make in the calm months.
What the check will and will not do
The check looks at how your year moves and what the next six months need. It will not predict oil prices or storms, and it will not promise an outcome. It finds the swings in your own books and shows where a reserve or a credit line would help.
When a lender or a bond company wants a signed report on your statements, that comes from a licensed firm. We will tell you so on the call and have your books ready for them.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the cash check really free?
Yes. The first call is free and asks nothing of you. If paid work makes sense afterward, the fee is written down before anything begins.
Do you meet in Houston?
By video. Our practice is in Dallas and works with Houston owners remotely, as fellow Texans.
Do I need my books in order first?
Not at all. If they are behind, the first step is one closed month, and we can start there.
Can you help with an insurance claim?
We keep the books and records a claim relies on. The claim itself stays between you, the adjuster and the insurer.