Your firm needs
CFO-level clarity.
Not a six-figure hire to get there.
Fractional CFO support for growing engineering and architecture firms that need better visibility into cash flow and project profitability, stronger financial planning, and more confidence in the decisions that drive growth.
30 minutes · No obligation · No jargon, no commitment
Projects are moving.
But the financial picture still isn't as clear as it should be.
- Project billing cycles and payment timing keep creating cash flow pressure that's hard to plan around.
- You finish projects and profitability still isn't clear until well after the fact. Some jobs perform better — you just can't always see why.
- Hiring, capacity, and growth decisions are being made without enough financial visibility into what the firm can actually support.
- You have bookkeeping and accounting support, but not enough forward-looking financial guidance.
- Revenue is growing, but financial clarity hasn't kept pace with the complexity of the work.
A growing engineering or architecture firm shouldn't have to make hiring, capacity, and growth decisions without that clarity.
Your firm may need CFO-level guidance.
That does not mean it needs a full-time CFO.
For many engineering and architecture firms, the real need is stronger financial leadership, better project-level visibility, and more forward-looking planning — not another six-figure executive hire.
Day-to-day accounting and reporting accuracy. Strategic financial guidance is limited.
Full strategic leadership. Big 4 CFOs command $250–350K+ base. Premature for most growing tech businesses.
Strategic financial guidance including visibility, reporting, planning, and ongoing support for higher-level decisions. No surprises.
Same strategic oversight. A fraction of the commitment. No recruiting. No benefits. No bad-hire risk.
* Controller range: Glassdoor U.S. data. CFO range: Glassdoor and CFO-search.com (private companies $10M–$50M revenue). Big 4 CFO premium: Salary.com.
What Beyond The Books delivers
for your firm
Cash Visibility
Rolling visibility into cash flow and upcoming financial pressure points — tied to your billing cycles, draw schedules, and project timelines, so the firm can plan with more confidence.
CFO-Level Reporting
Clear financial reporting with executive-level insight, so leadership can better understand performance, margins, and where decisions need attention each month.
Planning & Forecast Support
Forward-looking financial planning to support hiring, capacity decisions, project selection, and overall firm direction — with more confidence and fewer assumptions.
Strategic Guidance
A financial partner to support decisions around profitability, growth, cash management, and the next stage of the business — when it matters most.
Built for firms that have
outgrown basic financial support.
This is typically a strong fit for engineering and architecture firms that already have bookkeeping in place, but need more visibility into cash flow and project profitability, better planning, and stronger financial guidance as they grow.
Growing Firms
You are taking on more projects, more staff, and more complexity — but financial clarity is not keeping pace with what is happening inside the firm.
Principals Who Need Cash and Project Clarity
You need cleaner insight into cash flow, project profitability, and financial pressure points to make decisions around hiring, capacity, and growth with real confidence.
Firms Not Ready for a Full-Time CFO
You need strategic financial support at the level your business is operating, but a six-figure executive hire is still premature for where you are today.
Enterprise-level financial expertise.
A more practical partner for firm growth.
Beyond The Books is led by Alex Velazquez, CPA, Founder and President, bringing Big 4 and advisory experience into a more practical model for growing engineering and architecture firms that need strategic financial support without building a full internal finance team.
Alex spent the majority of his career in external audit at KPMG Los Angeles — including a three-year international assignment at KPMG São Paulo. He also serves as Managing Director of Horizon Advisors, advising on SEC filings, M&A, and technical accounting.
What growing firms
notice first.
For the first time, I actually understand my cash position and can make decisions with confidence. Having a CFO-level partner changed how I lead the entire business.
We went from tax surprises every quarter to knowing what's coming 90 days out. That visibility alone was worth it — before any of the strategic CFO work even started.
Having Big 4-level expertise without the Big 4 price tag has been extraordinary. They treat my business like it matters — because to them, it clearly does.
Questions firms ask
before getting started.
Not sure if this is the right time?
That is exactly what the initial consultation is for. We will walk through your current challenges and goals, and give you an honest read — no pressure, no obligation.
No detailed financial prep required. Just a conversation.
Your firm deserves stronger
financial leadership for what's next.
Book an initial consultation with Beyond The Books. We'll walk through your current challenges, your goals, and whether Beyond The Books is the right fit to support your next stage of growth.
No commitment required. Just an initial conversation.
No detailed financial prep required for the first call.