Expert CFO Leadership, Tailored to Your Business Needs
At Trinity CFO Solutions LLC, we specialize in providing fractional and interim CFO services to businesses seeking financial leadership without the commitment of a full-time hire. Based in Cypress, TX, we help companies enhance financial performance, improve processes, and position themselves for long-term growth.
Our focus is on optimizing financial strategies, strengthening accounting workflows, and preparing businesses for successful capital funding. We work with organizations in the $20MM - $200MM revenue range, ensuring that they have the financial structure and insights needed to secure debt funding and optimize working capital.
At Trinity CFO Solutions, we are more than financial consultants—we are partners in your company’s financial success.
Our Expertise Includes
Contract & Interim CFO Services
Businesses often require executive financial leadership but may not be in a position to hire a full-time CFO. At Trinity CFO Solutions, we provide fractional, contract, and interim CFO services, delivering expert financial oversight without long-term commitments.
How We Help: ✔Financial strategy development & execution ✔Budgeting, forecasting, and scenario modeling ✔Cash flow management & working capital optimization ✔Financial reporting & regulatory compliance oversight ✔Liaison between senior management, investors, and financial institutions
Financial Process Remediation
Inefficient financial workflows, inconsistent reporting, and bottlenecks in period close processes can hold companies back. We analyze and improve finance and accounting workflows, helping businesses reduce inefficiencies and enhance financial transparency.
Process Improvements Include: ✔ Accounting period close streamlining – Faster, more accurate reporting ✔ Financial data accuracy & reconciliation – Eliminating discrepancies ✔ Workflow automation & efficiency enhancements – Implementing best practices ✔ Internal controls & compliance improvements – Strengthening risk management
Capital Structure Optimization & Debt Funding Preparation
Securing the right financing can make or break a company’s growth trajectory. We prepare businesses for successful debt funding and capital structuring, ensuring they are positioned to secure the working capital they need while maintaining financial stability.
Capital Advisory Services: ✔Debt financing preparation – Positioning businesses to secure capital ✔ Growth capital strategy development – Aligning funding with expansion goals ✔ Investor & lender relations – Structuring financials for funding success ✔ Balance sheet optimization – Strengthening financial health for scalability
FP&A Support for Senior Leadership & Boards
We help senior executives and board members make informed financial decisions by improving FP&A (Financial Planning & Analysis) functions. Our goal is to ensure that businesses not only have access to accurate financial data but also gain insightful analysis to drive strategy.
