Business Advisory & Fractional CFO Services

Growing businesses reach a point where bookkeeping and tax prep aren’t enough—you need someone looking ahead. Our outsourced CFO and business advisory services deliver financial oversight without the overhead, helping you uncover hidden opportunities and avoid costly mistakes.

Financial Strategy for Every Big Decision

Once we’re plugged into your business, your outsourced CFO evaluates every major move through the numbers—stress-testing ideas and flagging risks before they become problems.

Whether you’re weighing a new revenue stream, restructuring debt, or scaling operations, you’ll have a clear picture of the financial impact—along with a plan to capture upside and protect your cash flow. It’s the kind of decision-making most owners need but can’t find anywhere else.

Explore Business Services

Business Tax Preparation Business Tax Planning Business Advisory/CFO Financial Planning Small Business Accounting Bookkeeping

Talk to a CPA Who Knows Your Industry

Get clear answers and a plan that works in the real world.

What Our Fractional CFO Services Cover

Clarity and control are just the start. Here’s how our outsourced CFO services turn insight into action.

Cash Flow & Forecasting

Gain visibility into your future with rolling forecasts, scenario planning, and working capital strategies that keep operations smooth—even during slow months or rapid growth.

Strategic Planning

We help you define the right goals, then map your financial decisions to meet them. From pricing and staffing to expansion and exit planning, our business advisory services ensure your numbers become a strategic tool for growth.

Reporting & Oversight

Forget generic reports. Our fractional CFO team delivers clear, tailored insights on a monthly or quarterly basis—then meets with you to interpret the numbers, identify trends, and course-correct as needed.

Owner Compensation & Distributions

Structure how you pay yourself in a way that supports tax efficiency, cash flow, and long-term growth, without surprises at the end of the year.

The Results You Can Expect

Fractional CFO services give you more than advice; they transform how you run your business. Here’s what you can expect when you partner with our team.

Faster, More Confident Decisions

We keep your financial data clean and current. You’ll know exactly what the numbers mean, how they affect your next move, and where the biggest risks and opportunities lie.

Clearer Financial Direction

Our business advisory services turn complexity into a clear, actionable plan. You’ll know which goals to prioritize, which risks to avoid, and how to align every move with long-term growth.

Smoother Growth

Whether you’re hiring, investing, or entering new markets, our fractional CFO services give you a full view of your options. We model different scenarios, forecast the impact, and ensure you scale sustainably.

Fewer Surprises at Tax Time

Your fractional CFO works closely with our tax team to keep everyday decisions in sync with your year-end strategy. That means cleaner deadlines, fewer headaches, and no unwelcome surprises.

How We Turn Insight Into Action

Ready to get started on your business tax filing journey? We make it easy:

Step 1: Discovery & Fit

It all starts with a conversation about your goals, challenges, and growth plans. This isn’t a sales pitch—it’s a chance to see if our expertise aligns with what you need.

Step 2: Strategy & Scope

We translate that conversation into a clear action plan. You’ll know exactly what services we’ll deliver, how they’ll work together, and the results we’re aiming for.

Step 3: Setup & Execution

Our team handles the heavy lifting of onboarding, integrating your books, and setting up reporting tools. From there, we provide consistent monthly or quarterly advisory support that keeps you on track and ahead of issues.

The Results Speak
for Themselves

Hear how we’ve helped clients simplify their finances and plan for the future.

Anyone can pay to have an accountant, but I feel like I have found a trusted advisor and financial accountability partner who honors my vision, and that is far more valuable to me.

Taylor McLeod

Entrepreneur, Peppermint Plumbing

With Trevor, it’s never felt like just another transaction; his focus is on building a long-term partnership that grows with your business.

Eric Wehmeyer

Principal, Spectrum Lighting

We’ve been working with Trevor Myres for over five years, and I can’t imagine running our practice without him. He’s helped us make smart financial decisions, save money, and plan ahead with confidence.

Luis Rojas OD

Owner, Innovista Eye

Trevor and his staff made our transition smooth. They’re not only professional and knowledgeable but also made us very welcome—as if we’d known them forever.

Mike & Eva Varnum

Owners, Good Electric

Why Business Owners Choose Myres CPA

Proactive By Design

Most accounting service firms show up when deadlines loom. We maintain contact throughout the year, ensuring you always know where you are and where you’re going. Our proactive approach anticipates challenges, reduces risk, and capitalizes on opportunities most CPA firms miss.

End-To-End Services

Tax service planning, accounting, advisory, and financial strategy work best when they work together. We integrate services to eliminate hand-offs, reduce miscommunication, and keep your financial plan in perfect alignment.

Hands-On Expertise

When you work with our team, you work with our team. Not a rotating cast of seasonal contractors. Our accountants know you, your goals, and your entire financial picture. That consistency allows us to deliver the hands-on guidance you not only need but deserve.

Local Roots. Nationwide Reach.

We may be a San Antonio-based business advisory, but our expertise extends well beyond our home region. Whether you’re five miles away or 1,500, we make working together seamless, secure, and hands-on.