CPA-Led Accounting & Fractional CFO Support in San Antonio, TX
Where tradition meets growth—and your finance function evolves.

Serving more of Texas
We support 13 cities across the state
How we help San Antonio operators
Bookkeeping
- Accurate, up-to-date books for San Antonio businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to San Antonio's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for San Antonio operators
- Strategic leadership for growth and risk management
What we see in San Antonio
San Antonio's economy blends established industries with emerging sectors, creating unique financial challenges for growing businesses. From healthcare and military contracting to technology and hospitality, we help San Antonio operators maintain clean books and clear financial visibility.
As San Antonio continues to grow and evolve, businesses face increasing complexity in their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions.
- Managing financial operations across diverse revenue streams
- Navigating government contracting and compliance requirements
- Scaling accounting processes as businesses grow
- Ensuring accurate financial reporting for stakeholders
- Balancing operational efficiency with regulatory compliance
Industries we commonly support in San Antonio
We support modern businesses across the San Antonio metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in San Antonio
From healthcare & medical services to professional services, San Antonio businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the San Antonio market.
Family Businesses
Preserving legacy while maximizing the future
We partner with multi-generational businesses to modernize financial systems, improve visibility, and support long-term continuity and stewardship.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
Accounting System Transformation Teams
Building modern financial infrastructure
We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater San Antonio metro area and beyond.
Frequently asked questions
Do you work with San Antonio healthcare and medical services companies?
Yes. We support businesses across San Antonio's major industries, including healthcare, military contracting, technology, and hospitality. Our team understands the financial complexities specific to these sectors.
Can you help with government contracting compliance in San Antonio?
We have experience supporting businesses that work with government contracts. While we don't provide legal advice, we can help you maintain clean books and accurate financial reporting that supports compliance requirements.
Do you serve businesses in the greater San Antonio area?
Absolutely. We work with companies throughout the San Antonio metro area, including New Braunfels, Schertz, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for San Antonio businesses?
We understand San Antonio's unique economic mix and the financial challenges that come with diverse revenue streams. Our CPA-led team brings expertise in the industries that drive the local economy.
How quickly can you help establish clean books for a San Antonio business?
We typically work with clients to establish clean books and a streamlined close process within the first month. Our goal is to provide the financial clarity you need to make informed decisions quickly.
Recommended next steps for San Antonio teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Family Businesses
Preserving legacy while maximizing the future
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Accounting System Transformation Teams
Building modern financial infrastructure
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in San Antonio—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.