Caprock CFO helps get you to where you want to be.
Built on decades of real financial leadership across
industries, municipalities, and privately held businesses.
Let's Get To Work
The right time to get your financials in order is always now.
The leadership team has the vision. Your bookkeeper keeps the records. Your CPA handles taxes and compliance. Caprock CFO is the piece that completes your financial
picture.
Most businesses don't need a full-time CFO. They need the right one.
A fractional CFO gives you access to executive-level financial leadership on a part-time or project basis, without the cost of a full-time hire.
It's a model built for companies that are ready for the next layer of financial leadership, including
strategy, planning, and forward-looking decisions, without adding a $200K+ executive to the payroll.
Your bookkeeper and CPA keep doing what they do best. Caprock CFO adds what's been missing.
A fraction of the cost
You get a CFO's experience and presence without the salary, benefits, and overhead of a full-time executive. For most businesses, that kind of financial leadership pays for itself.
scale with your needs
Your business doesn't stay the same, and your financial support shouldn't have to either. Caprock CFO adjusts with you as your needs shift, whether that means more engagement during a growth push or a steady hand during a stable season.
Meet Chad Sales - Founder
A career spent across industries has built exactly the CFO your business needs.
From public utilities and city government to private distribution and healthcare, Chad has spent his career inside organizations that demanded real
financial leadership across very different circumstances. That range shows up in every client engagement.
Chief Financial Officer
Private Distribution Company
CFO for a family-owned distribution company with locations across Texas
Most CFOs have worked in corporate environments where financial decisions are made at a distance from the people they affect. Chad's anchor role was the opposite: a family-owned, multi-location business where the numbers always had names attached.
Multi-Location Oversight
Working Capital
Banking Relationships
Family-Owned Dynamics
FP&A MANAGER
Municipal Utility
MAKING COMPLEX NUMBERS MAKE SENSE TO A ROOM FULL OF DECISION MAKERS
Chad set the rates the utility charged customers by class; deep modeling of cost structures, capital recovery, and regulatory compliance. He managed a $150M annual power purchasing budget, developed public offering for debt issuances, and presented cost recovery factors to a public board every month.
Capital budgeting
Working Capital
Debt issuance
Board Presentation
FINANCIAL ANALYST
City Government
WHERE PLANNING BETTER IS THE ONLY WAY TO COVER RISING COSTS
Public money is scrutinized by elected officials, auditors, and citizens, so the reporting had to be clean and defensible every time. Government can't raise prices when costs go up; you learn to do more with less. That planning discipline carries into every engagement.
Budget discipline
Long-range planning
Audit-ready reporting
Public accountability
CONTRACT UNDERWRITER
Fortune 500 Insurance Company
READING FINANCIALS THE WAY A LENDER DOES
The job was evaluating construction companies for bonding eligibility; deciding whether their financials were strong enough to back. Most CFOs have never seen a business from that angle. It changes how you read a balance sheet.
Construction accounting
Credit analysis
Risk assessment
Lender perspective
CFO / COO
Private Healthcare Practice
RUNNING THE BUSINESS SO THE OWNER COULD FOCUS ON PATIENTS
Healthcare finances come with their own set of challenges. Insurance reimbursements, billing cycles, and collections create cash flow unpredictability that can leave a fully booked practice feeling broke. Chad handled the financial and operational side so the owner could focus on patients.
EOS Integrator
Healthcare finance
Small business
Operations management
What Clients Are Saying
These are the people who've seen the work firsthand. We'll let them speak for themselves.
With our recent acquisition, he guided us through every aspect of the accounting and projections. Chad makes complex problems simple. That’s the best compliment I know to give. When you work with Chad, you are working with a problem solver, not simply someone who understands money.
Daniel Sinclair,
Sinclair Heating,
Cooling, & Plumbing,
Inc.
With clearer reporting and improved cash visibility, we were able to make more confident timing decisions around spending and hiring. We now manage cash proactively instead of reacting to it.
Matthew Lamb,
Brandability
I think that having a forward looking fractional CFO, like Chad, will bring a lot of peace to your decision making process. He brings solid and reliable data as well as serving as a wise and honest advisor. He will tell you what you need to hear, even when it’s hard.
CC Massey,
Massey Orthodontics
Let's Get To Work
The right time to get your financials in order is always now.
Scheduling a discovery call takes two minutes. Figuring out what's been holding your business back might take less time than you think.
Schedule A Call
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