Fractional CFO · San Antonio · Texas · nationwide
Fractional CFO services in San Antonio: finance operations run by named operators
The operational finance function a growing business needs (a weekly revenue read, cash position and receivables follow-up, deal forecasting, board-style reporting) run by named operators with a human review pass and an audit trail. San Antonio headquartered, serving Texas and nationwide.
Important
PQV provides operational guidance, not financial advice. Retain a licensed financial professional for any investment or fiduciary decision.
What PQV's finance operators run
Operational finance, run for you by named operators. Not advisory hours, not a backward-looking ledger.
A weekly revenue read for the founder
Every week, a named operator reads where revenue is landing and packages it so you can see the picture in minutes, not spreadsheets. You walk into the week knowing the number, not guessing at it.
Cash position, invoice cadence, and receivables follow-up
A current read on cash on hand, paired with a steady invoice cadence and accounts-receivable follow-up so money owed to you actually gets collected. The operational discipline that keeps cash moving, run for you.
Deal forecasting tied to the sales pipeline
Forecasting grounded in the live sales pipeline, not a wish list. As deals move, the forecast moves with them, so the number ahead reflects what is actually in motion.
Board-style monthly read for founder, advisors, and partners
A clean monthly read packaged the way a board expects it, ready for founder, advisors, and partners. The operating picture in one place, on a cadence, with the audit trail behind every line.
Three ways to get finance capacity, and what PQV does instead
| Option | What you get | What PQV does instead |
|---|---|---|
| Full-time CFO hire | Annual salary plus benefits, payroll tax, equity, and months of ramp. A permanent senior seat you carry whether the work is heavy or light, plus the credentialed scope you may not need yet. | A published monthly retainer, month to month, that runs the operational finance function: weekly revenue read, cash and receivables cadence, forecasting, board-style reporting. Senior operating capacity without senior payroll. |
| Fractional CFO consultant (advisory only) | A senior brain a few days a month who advises on the numbers; you still run the cadence, chase the receivables, and build the reporting yourself. | An operator bench that runs the actual cadence, the receivables follow-up, the forecasting, and the reporting, with a human review pass on every output. You buy execution, not just advice. |
| Bookkeeper or accountant alone | Keeps the books accurate and files the taxes, looking backward at what already happened. Essential, and PQV does not replace it. | Runs the forward-looking operating picture in between that work: the weekly read, the cash and forecast view, the board-style report. PQV complements your accountant; it does not replace them. |
PQV runs operational finance, the forward-looking operating picture. The credentialed scope (audits, tax filing, fiduciary decisions) stays with your CPA or a licensed financial professional, and PQV keeps the numbers around it clean and current.
Where finance operations sit in the bench
Finance operations ship at the Revenue Operations tier and Custom Stack, where the full operating bench runs marketing, sales, and operations together.
Published monthly retainers
Tier fees are published. The Discovery Sprint that precedes any tier engagement is complimentary for qualified prospects.
Content Velocity
$1,800/mo
$500 setup
Pipeline Builder
$3,800/mo
$1,000 setup
Most chosen
Revenue Operations
$6,500/mo
$2,000 setup
Custom Stack
$10,500+/mo
custom setup
White-Label Partnership is a separate reseller track, discussed under NDA. See full pricing.
The weekly revenue read, the cash and receivables cadence, the forecasting, and the board-style report come online at Revenue Operations, $6,500 per month plus $2,000 setup. Larger or more bespoke finance scope is Custom Stack, $10,500 and up per month. Every number is on the pricing page, and the Discovery Sprint that confirms which tier fits your scope is complimentary for qualified prospects.
When you need a credentialed professional instead
- If you need a formal audit, hire the appropriate licensed auditor. PQV does not perform audits; it keeps the operational reporting around one accurate.
- If you need tax filing or a tax opinion, that is your CPA's work. PQV does not give tax opinions; it keeps the operating numbers current so filing is clean.
- If you are raising and need fundraising due diligence, that needs a credentialed CFO or CPA. PQV supports the operational reporting underneath it, not the diligence itself.
- If a fiduciary decision is on the table (investments, securities, anything that binds you to a duty of care), retain a licensed financial professional. PQV provides operational guidance, not financial advice.
- PQV complements these roles; it does not replace them. The operating picture is ours; the credentialed scope is theirs.
Common questions about a fractional CFO at PQV
What does a fractional CFO do?
A fractional CFO gives a growing business senior finance capacity without a full-time hire. At PQV that is operational: a weekly revenue read for the founder, a cash position read with invoice cadence and accounts-receivable follow-up, deal forecasting tied to the sales pipeline, and a board-style monthly read for founder, advisors, and partners. Named operators run it, every output passes a human review pass, and every action lands in an audit trail you can read.
Is this financial advice?
No. PQV provides operational finance support only: reading your numbers, keeping your invoice cadence and receivables on track, forecasting the pipeline, and reporting cleanly. We do not give investment advice, securities recommendations, tax opinions, or fiduciary advice. PQV provides operational guidance, not financial advice. Retain a licensed financial professional for any investment or fiduciary decision.
What finance work does PQV actually run?
The operational finance functions: a weekly revenue read so you know where cash is landing, a cash position read plus invoice cadence and accounts-receivable follow-up so money owed gets collected, deal forecasting tied to the sales pipeline so the number ahead is grounded, and a board-style monthly read packaged for founder, advisors, and partners. Each one is owned by a named operator with a human review pass on every output.
How much does it cost?
Finance operations ship at the Revenue Operations tier, $6,500 per month plus $2,000 setup, which runs the full bench across marketing, sales, and operations including the finance read. Larger or more bespoke scopes are Custom Stack, $10,500 and up per month with custom setup. Every tier fee is published on the pricing page, and the Discovery Sprint that scopes your fit is complimentary.
Do you replace my accountant or CPA?
No. PQV complements your accountant or CPA; it does not replace them. We run the operational reporting, the cash and receivables cadence, and the forecasting in between their work. Your CPA still owns the books, the tax filing, and the audited statements. We keep the operating picture current so their work and yours stay in sync.
Can you help with fundraising or an audit?
Fundraising due diligence and a formal audit need a credentialed professional: a licensed CFO, a CPA, or the appropriate auditor. PQV does not do that work. What PQV supports is the operational reporting around it, keeping the revenue read, the cash position, and the forecast clean and current so the credentialed professional walks into accurate numbers.
In a regulated industry that needs a compliance addendum?
Some regulated industries, and any finance scope that needs an automated pipeline touching fiduciary decisions, require custom enterprise scope with the appropriate compliance addendum. Pricing is set in that scope rather than on the standard tiers. Reach out at Sergio@pilonqubitventures.com to discuss the custom path.
Book a 15-minute scoping call
See if PQV's finance operators are the right fit for your operating picture. Tier fees are on the pricing page; the scoping call surfaces fit before the complimentary Discovery Sprint.