Bereshith Advisory gives growing Texas businesses a real CFO — strategy, cash-flow command, and clear-eyed numbers — at a fraction of the cost of a full-time hire.
You're profitable on paper, but you never quite know if there's enough in the bank to cover what's coming. The worry never fully goes away.
Can you afford to hire? Take on that project? Buy the equipment? Pay yourself more? Right now you're guessing — and guessing gets expensive.
Your books tell you what already happened last month. What you actually need is to see what's coming — before it arrives.
Pricing jobs on gut feel leaves real money on the table. Without knowing your true costs, you can't know if a job is worth winning.
Most firms tell you what already happened. We tell you what's coming, what it means, and what to do about it — with the discipline and accountability of someone who's led under real pressure.
We don't just report the past. We model what's ahead — your cash, your margins, your runway — so you make decisions with foresight instead of hindsight.
Every engagement is built on rigorous analysis that surfaces what last month's reports can't: margin slipping before it costs you, and cash trouble before it arrives.
Mission-first accountability. Clear reporting. No surprises. The same standard of execution we brought to the Marine Corps, applied to your numbers.
From day-to-day financial leadership to specialized project and government advisory — one firm, one standard.
The financial leadership of a full-time CFO, on the schedule your business actually needs. We own your numbers so you can own your decisions — turning financial uncertainty into a clear plan you can act on.
For construction and project-based businesses: WIP schedules, job-cost analysis, bonding capacity, bid analysis, and earned value management. We speak both the jobsite and the books.
For owners raising money, buying, selling, or scaling: valuation, due diligence, lender and funding package preparation, and contract analysis. Financials that stand up when it counts.
Financial management support, DCAA readiness, cost-structure setup, and federal contract financial analysis — built on real understanding of how government work runs.
Need compilation, review, or tax work? We coordinate it through our trusted network of CPA partners — so every financial need is covered, while we stay focused on what we do best.
GCs, electrical, plumbing, HVAC, concrete, and specialty contractors.
Service companies, equipment, and contractors across the Texas energy sector.
Developers and operators managing active projects and growing portfolios.
Businesses serving federal and state agencies under strict compliance.
Practices, clinics, and firms ready for real financial leadership.
Owners preparing to scale, raise capital, or plan an eventual exit.
Don't see your industry? If you've got revenue, costs, and decisions to make, we can help.
Based in the Houston area · Serving businesses across Texas.
In one focused session, see your business's financial health the way a CFO sees it — clarity on your cash, your margins, and exactly what to do next. A real first step, with no long-term commitment.
Every engagement starts with a private, no-obligation conversation about where your business is and where you want it to go.