Cash flow
“Can we afford to take on this next project?”
Look at timing, upcoming obligations, working capital, and the gap between revenue earned and cash collected.
Fractional CFO leadership
Financial leadership for what's next.
More than reviewing financial statements. High Point helps owners understand the tradeoffs behind important decisions, before those decisions affect cash, margin, or growth.
Where leadership makes a difference
The questions behind the numbers.
Most owners don't need another spreadsheet. They need someone who can turn the numbers into a useful conversation about what to do next.
Profitability
“We're busy. Why isn't more money staying in the business?”
Examine margins, overhead, pricing, job economics, and where profitability may be slipping.
Growth
“Should we hire, invest, or wait?”
Model the scenarios and the financial capacity needed to support the next stage of the business.
Project performance
“Which jobs are actually making us money?”
Connect estimates, actual costs, work in progress, and project-level results so surprises surface earlier.
Owner decisions
“What can I safely take out of the business?”
Weigh cash reserves, commitments, seasonality, and the difference between accounting profit and available cash.
Leadership
“What should our team be watching every week?”
Identify a practical set of metrics that keep financial performance visible to the people making decisions.
Inside the engagement
How financial leadership shows up.
The exact scope depends on the engagement level. These are the core areas a High Point CFO relationship covers.
Financial visibility
Review reporting quality, cash position, margins, and the story behind changes in results.
Forecasting and scenarios
Model outcomes for hiring, new projects, acquisitions, and changing demand.
Cash management
Look ahead at inflows, payments, and working capital, not just today's bank balance.
Job and deal economics
Understand which work and which deals contribute to profit, and where pricing or costs need attention.
Banking and capital
Prepare lender-ready financials and support conversations with banks, sureties, and investors.
Accountability
Set a rhythm for reviewing key measures, decisions, and progress against the plan.
Modern operations, built safely
One system. Your whole business on the same page.
Most companies pay for a stack of software that doesn't talk to each other, and your team spends hours moving information between them. High Point helps you build one connected system for your finances and day-to-day operations, using Claude and secure AI connectors. It costs less than a pile of subscriptions, it's easier for your team to use, and it changes as your business does.
Saves money
Cut overlapping software and automate the busywork, like invoice coding, reports, reminders, and follow-ups, so you spend less on both.
Easy to use
Your team asks questions in plain English and gets answers from your own numbers, jobs, and records, without learning five different systems.
Built around you
Need a new report, a new workflow, or a change to how something runs? It's shaped to how your business actually works and adjusted as you grow, without a long, costly software project.
CPA-checked
AI speeds up the work. It never makes the call. Guillermo reviews every number before it reaches you.
Our top priority
How we protect your data.
- Business-grade AI only. We use business accounts set up so your data is not used to train AI models.
- Only what's needed. Connections are built with your permission and limited to what each task requires. You can turn any of them off anytime.
- Kept separate. Each client's work lives in its own workspace.
- No surprises. How we use AI, and how we safeguard your data, is spelled out in your engagement before work starts.
An important distinction
Bookkeeping, accounting, tax, and CFO leadership aren't the same job.
| Role | Primary focus | Question it answers |
|---|---|---|
| Bookkeeper | Recording and organizing transactions | What happened? |
| Controller / Accountant | Accurate reporting, reconciliations, and controls | Are the numbers right? |
| Tax CPA | Compliance, filings, and tax strategy | What do we owe, and how do we plan for it? |
| Fractional CFO | Forward-looking strategy, cash, and business decisions | What should we do with what the numbers tell us? |
These roles complement each other. High Point works alongside your bookkeeper and CPA, and strong CFO guidance depends on reliable underlying numbers. If your team has gaps, we help you fill them.
Examples by industry
Different businesses. Different pressure points.
Construction
Job-cost visibility, margin erosion, labor and material swings, WIP and over/under billing, retainage, bonding capacity, and whether growth is outpacing cash.
Real Estate
Deal-level returns, acquisition and disposition timing, holding costs, liquidity between transactions, brokerage economics, and capital allocation across a portfolio.
Before you engage
Common questions.
Do I need a full-time CFO?
Usually not. Fractional leadership gives you senior financial perspective without the cost of a full-time executive. The right level depends on your complexity and the decisions ahead.
Will you replace my bookkeeper or CPA?
No. Bookkeeping, tax, and CFO leadership serve different purposes. High Point works alongside the professionals already supporting your business. If your team has gaps, we help you find, hire, and build the right finance team around it.
Is my financial data safe if you use AI?
Protecting your data is a top priority, and we take deliberate steps to safeguard it in our workspaces. We use business-grade AI accounts set up so your data is not used to train AI models, limit every connection to what the task needs, and keep each client's work in its own workspace. No system is risk-free, so we also walk you through how your data is handled before work starts. Guillermo reviews every number before it reaches you.
Do you work with companies that run on EOS?
Yes. Guillermo has hands-on experience working within EOS. If you run on scorecards, rocks, and L10 meetings, he fits right into your rhythm and makes your numbers part of it.
Do you only work with construction and real estate?
That's our focus and where we do our best work. We also take on a limited number of clients in other industries when the fit is right. If your business has similar challenges, such as project-based work, cash tied up in operations, or fast growth, reach out and we'll tell you honestly whether we're a good match.
Do you work with clients outside Texas?
Yes. High Point is based in San Angelo, Texas, and works with owners across the country. Wherever you are, you get the same direct access to Guillermo and the same clear view of your numbers.
How do we decide which engagement fits?
We'll look at your financial challenges, reporting quality, and how often you need CFO involvement. You don't need to choose a level before the first call.
What happens first?
A free 30-minute strategy call to understand your priorities, where visibility is missing, and whether High Point is a fit.
Let's talk
Bring your toughest financial question.
Whether it's a cash flow concern, a project margin problem, or a growth decision, let's talk about what financial leadership could look like in your business.
Prefer to talk now? Call 325-374-2320 or email guillermo@rodriguezcfo.com