Looking for a CFO you can actually reach in Fort Worth? Steven Palmieri, a Tax CFO, expects that question from people whose day is spent on a site and not behind a counter. The honest answer starts with how this work gets done. Most of it happens in shared books and on a monthly video meeting, and that suits an owner who is in the field from six in the morning.
A job business owner is hard to pin down. The best hour for a call is often before the crews roll or after the last truck is back, and neither fits an office schedule. A video call can happen in a truck cab, a site trailer or a kitchen, in thirty minutes, with the job report on the screen. Nobody drives anywhere.
The books are shared the whole time, and each month we turn them into a short profit-by-job dashboard built for your business with AI. Costs get sorted onto jobs, and written questions go back and forth in the same file. So the monthly meeting is for decisions, and it starts with the numbers already in front of both of us.
Some moments call for a table. A first look at the books, when it is easier to point at paper than to describe it. A bid review on a large job. A year-end planning session, with the whole picture laid out. Steven meets owners in person around DFW for these, so name the one you want when you book. Otherwise the same work happens on video, and nothing in it depends on a room. We are neighbors in the same part of Texas, so a short drive is part of the picture, and the distance between Fort Worth and Dallas is about 34 miles in a straight line.
The list is short on purpose. A photo of material receipts, or a quick note on which job they went to. A line when a crew changes sites. A heads-up when a customer changes the scope or the schedule. If you can send those three in a text or an email on Friday afternoon, the books stay current without a new system or a stack of forms.
Questions in the shared file are read and answered in the order they arrive, and urgent ones can be flagged as such. We will not promise a speed we cannot keep. What we can promise is that a question about a job cost will not wait for month-end.
Take a made-up remodeler billing $120,000 in a month, with costs of $98,000 and $22,000 left. The close happens in the first week, a profit-by-job page goes to the owner ahead of the call, and the video call goes through it. One job left $2,000 on $30,000 billed. The owner decides on the call to reprice the next one like it. The same page, in the same order, comes back every month, and the owner learns to read it quickly.
An owner's day in Fort Worth gets cut up by the weather and the supplier's truck. Our schedule gives way to yours, and not the reverse. If your busy season is spring, we move the call earlier in the day. If January belongs to bidding, we plan for it. The only thing we ask is a regular slot, so the meeting does not slip.
Pick a time that fits your crew schedule on a free Second Look call. No paperwork and no payment. To see what the monthly work includes, read about a fractional CFO in Fort Worth, or go through the questions owners ask.
You will be talking to the Steven Palmieri practice.