--- title: "Business Advisory and CFO in Southlake, TX | Wallace CPA" description: "Business advisory in Southlake, TX: planning, part-time CFO, cash flow, bank financing, succession and valuation, with a CPA who knows your numbers." url: https://wallacecpa.multisites.ai/services/business-advisory publisher: Wallace CPA phone: +1-877-682-1171 quote: https://wallacecpa.multisites.ai/contact --- Wallace CPA ยท Southlake, TX # Business advisory and part-time CFO help in Southlake, TX Business advisory means using your financial records to make better decisions. Wallace CPA helps Southlake, TX owners with planning, part-time CFO support, cash flow, bank financing, succession and valuation, using real numbers from your books rather than guesses. We explain each step and the choices you have, and we do not promise results. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact?service=Business%20advisory) ![A smiling shop owner in an apron, arms crossed, inside a small store](https://wallacecpa.multisites.ai/_astro/shop-owner.D95xbOyy_1pRKjs.avif) ## What's included - Business planning and projections - Part-time CFO reviews and budgets - Cash flow forecasts - Financial packages for bank financing - Succession planning from the tax and financial side - Business valuation discussions ## When people call - You plan to grow, buy or sell a business - You need a loan and a financial package - Cash is tight even when sales look fine - You want regular financial guidance without a full-time hire - You plan to hand the business to a partner or family member ## How can business planning help? A business plan sets goals, tests the numbers and gives you something to measure. The SBA says a good business plan guides you through each stage of starting and managing your business. Wallace CPA helps you build projections from your real records. Read our guide on [starting a business in Texas](https://wallacecpa.multisites.ai/guides/starting-a-business-in-texas). ## What is a part-time CFO? A part-time CFO gives you regular financial leadership without a full-time hire. That can include monthly reviews of results, budgets, forecasts and talks about next steps. Wallace CPA works with your books, so the reports stand on current numbers. See [small business accounting](https://wallacecpa.multisites.ai/services/small-business-accounting) for the records behind them. ## How do I manage cash flow? Cash flow is the timing of money coming in and going out. A profit can still leave you short if customers pay slowly or taxes come due at once. We build a simple forecast, check tax payment dates and look at what drives the gaps. The [small business tax calendar](https://wallacecpa.multisites.ai/guides/small-business-tax-calendar) lists payment dates to plan around. ## How do I prepare for bank financing? Lenders usually ask for financial statements, tax returns and a plan. We help organize those records and explain what they show. The SBA says its guaranteed loans are delivered by lenders, and that businesses must be creditworthy and show a reasonable ability to repay. We cannot promise a loan. ## How should I plan for succession? Succession planning decides who runs or owns the business when you step back. The tax side includes how a transfer is taxed and what records the buyer needs. An attorney handles the legal documents. We cover the tax and financial side and work with your attorney. ## What is a business valuation? A [business valuation](https://wallacecpa.multisites.ai/glossary/business-valuation) estimates what a business is worth for a purchase, sale, buy-sell agreement or estate matter. The purpose changes the method. Wallace CPA can explain the process and the numbers that feed it. Ask us first about your purpose. General information, not advice for your situation. Talk with a CPA about your own facts before you act. ## Questions about Business advisory Ask anything else: call [(877) 682-1171](tel:+1-877-682-1171). [Read the guideTexas business taxes, explained for small business owners](https://wallacecpa.multisites.ai/guides/texas-business-taxes) ### Do you replace my attorney? No. An attorney handles legal documents. We cover the tax and financial side and can work with your attorney. ### Can you guarantee I will get a loan? No. The lender decides. We help prepare your financial records. ### How often would a part-time CFO meet with me? The schedule is set with you, often monthly or quarterly. ### Is this page financial advice? No. It is general information. Talk to a CPA about your situation. ## Related services - [Small business accounting](https://wallacecpa.multisites.ai/services/small-business-accounting) - [Tax planning](https://wallacecpa.multisites.ai/services/tax-planning) - [New business formation](https://wallacecpa.multisites.ai/services/business-formation) ## Sources 1. [SBA: Plan your business](https://www.sba.gov/business-guide/plan-your-business/write-your-business-plan) 2. [SBA: 7(a) loans](https://www.sba.gov/funding-programs/loans/7a-loans) ## Talk to Wallace CPA Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact) 180 State Street, Suite 225, Southlake, TX 76092