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Strategic Financial Advisory

Your finances,
finally
clear.

GALD Partners gives growing businesses the financial leadership of a seasoned CFO — without the six-figure salary. Precision, clarity, results.

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CFO Strategy Cash Flow Management Financial Reporting Bookkeeping & Accounting KPI Dashboards Budget & Forecasting CFO Strategy Cash Flow Management Financial Reporting Bookkeeping & Accounting KPI Dashboards Budget & Forecasting
$250K+
Average cost of a full-time CFO per year. We cost a fraction of that.
73%
Of small businesses operate without any real financial strategy in place.
12hrs
To receive your personalized financial diagnostic report — guaranteed.
What We Do

Full financial coverage.
Zero full-time overhead.

We step in as your dedicated financial partner — handling everything from day-to-day accounting to long-term CFO strategy, fully remote and fully dedicated to your growth.

01CFO Strategy & AdvisoryLong-term financial planning and strategic guidance to drive your business forward with clarity and confidence.
02Cash Flow ManagementReal-time visibility into your cash position so you always know what you can afford — and when.
03Financial ReportingClean, accurate monthly reports that make your numbers easy to understand and act on immediately.
04Bookkeeping & AccountingMeticulous day-to-day records that keep your business organized, compliant and audit-ready at all times.
05Budget & ForecastingAnnual budgets and rolling forecasts that keep your spending aligned with your growth ambitions.
06KPI DashboardsCustom financial dashboards with the exact metrics that matter for your business, updated weekly.
Our Philosophy

"Most businesses don't fail because of bad products. They fail because of bad financial decisions made without the right information. We exist to make sure that never happens to you."

GALD Partners

Built for businesses
serious about growth.

We work with founders and owners who know their finances need to be stronger — and are ready to act on it today.

01
Small Businesses
Companies with $300K–$2M in revenue building real financial infrastructure for the first time.
02
Mid-Size Companies
Growing businesses with $2M–$10M needing strategic CFO oversight without the full-time hire.
03
Latino-Owned Businesses
We serve English and Spanish-speaking owners across Texas and the US with the same depth of expertise.
04
Founder-Led Companies
Entrepreneurs great at their craft who need a trusted financial partner to handle the numbers side.
Pricing

Transparent pricing.
No surprises.

Three flexible monthly retainers — each designed to deliver real financial value from day one. Cancel anytime with 30 days notice.

Essentials
$1,200
per month
Monthly financial dashboard
P&L, Balance Sheet & Cash Flow
Monthly strategy call (45 min)
Bookkeeping & reconciliation
Email support
Most Popular
Growth
$2,200
per month
Everything in Essentials
Weekly cash flow tracking
Custom KPI dashboard
2 strategy calls per month
Budget vs actual reporting
Priority response (24hrs)
CFO Complete
$3,800
per month
Everything in Growth
Annual budget & forecast
Unlimited calls & support
Board / investor reporting
Financial systems setup
Key meeting participation

Ready to talk?

Not sure which package is right for you?
Let's figure it out together.

Financial Diagnostic

Not sure where to start?

Get a personalized financial diagnostic report. We analyze your numbers, identify your risks, and tell you exactly what to fix — delivered in 12 hours.

$60
One-time · Delivered in 12 hours
About GALD Partners

We believe every business deserves a great CFO.

GALD Partners was built on a simple premise: the financial expertise that Fortune 500 companies take for granted shouldn't be exclusive to businesses with deep pockets.

100%
Remote — serving US businesses nationwide
EN·ES
Fully bilingual — English and Spanish
$60
Financial diagnostic in 12 hours
5+
Core financial services under one roof
Our Story

How GALD Partners was born.

GALD Partners was founded by two finance professionals who saw the same problem repeatedly — small and mid-size businesses making expensive decisions in the dark, without access to the strategic guidance that larger companies rely on every day.

We built GALD Partners to change that. A firm operating with the precision and rigor of a major advisory house — built specifically for the growth-stage business owner.

Based in Monterrey, Mexico and serving clients across the United States — particularly Texas — we operate 100% remotely, bringing CFO-level strategy directly to your business.

Our Mission

What drives us every day.

To give every serious business owner access to the financial clarity, strategy and leadership they need to grow confidently — without hiring a full-time CFO.

We are not a bookkeeping service. We are not a CPA firm. We are your financial partner — the team in your corner who understands where your business is today, where it needs to go, and exactly what the numbers need to look like to get there.

We maintain a selective client roster to ensure every engagement receives the depth and attention it demands. When you work with GALD, you are a priority.

Our Values

What drives every decision.

01

Precision

Every number matters. We treat your finances with the same rigor we'd apply to a Fortune 500 client.

02

Transparency

No jargon. No hidden fees. No surprises. We communicate clearly and tell you what the numbers mean.

03

Partnership

We operate as a true member of your team — not a vendor. Your success is our success.

04

Agility

Business moves fast. We respond quickly and deliver insights when you need them — not weeks later.

Our Approach

How we work.

Fully Remote

We work 100% remotely, serving clients across the US from Monterrey, Mexico. Time zones align perfectly with Texas and the Central US.

Bilingual Service

We serve clients in English and Spanish — giving Latino-owned businesses a trusted financial partner who understands their world.

Fixed Monthly Retainer

No hourly billing. No surprise invoices. One fixed monthly fee so you always know exactly what you're paying.

Selective Client Roster

We maintain a selective client base to ensure every engagement receives the depth it demands. You are a priority, not a number.

Our Services

Everything your business needs.
Nothing it doesn't.

Comprehensive financial services engineered to give your business the strategic infrastructure it needs to grow with precision and confidence.

01

CFO Strategy & Advisory

Strategic financial leadership that goes beyond the numbers. We work alongside your team to build the financial framework your business needs to grow sustainably and profitably.

What's Included
Long-term financial strategy development
Growth planning and scenario modeling
Capital allocation guidance
Investor and lender readiness
Financial risk assessment
Monthly executive strategy calls
02

Cash Flow Management

Cash is the lifeblood of every business. We build systems that give you real-time visibility into your cash position — so you always know what you have, what's coming, and what you can safely spend.

What's Included
Weekly cash flow tracking and reporting
13-week rolling cash flow forecast
Accounts receivable and payable oversight
Cash flow gap identification
Working capital optimization
Cash flow alerts and recommendations
03

Bookkeeping & Accounting

Accurate, organized financial records are the foundation of every sound business decision. We handle your day-to-day accounting with the precision and timeliness your business depends on.

What's Included
Monthly bookkeeping and reconciliation
Accounts payable and receivable management
Payroll coordination
Expense categorization and tracking
Financial statements (P&L, Balance Sheet)
Year-end financial package preparation
04

KPI Dashboards & Reporting

Stop guessing. Start deciding. We build custom financial dashboards that surface the exact metrics that matter for your business — updated on your schedule, every week.

What's Included
Custom KPI identification for your industry
Real-time financial dashboard setup
Weekly or monthly performance reports
Revenue and margin analysis
Budget vs. actual variance reporting
Executive summary each month
05

Budget & Financial Forecasting

A business without a budget is flying blind. We build rigorous annual budgets and rolling forecasts that keep your spending aligned with your goals and flag problems before they become crises.

What's Included
Annual budget development
Monthly rolling forecast updates
Revenue projection modeling
Expense optimization analysis
Hiring and investment planning support
Multi-scenario financial modeling

Ready to get started?

Begin with the $60 diagnostic and we'll tell you exactly which services your business needs most.

Contact

Let's talk about your business.

Have a question or want to explore working together? Send us a message and we'll get back to you within 24 hours.

Get in Touch

Emailhello@galdpartners.com
Based InMonterrey, México
Serving clients across the US
Business HoursMonday – Friday
9:00 AM – 6:00 PM CST
LanguagesEnglish · Español

Prefer to start with a diagnostic? Our $60 report gives you a complete picture in 12 hours.

Send a Message

Message received — we'll be in touch within 24 hours.
Financial Diagnostic

Find out exactly where your business stands.

10 questions. 5 minutes. A personalized report with your financial health score, key risks and a 90-day action plan — delivered in 12 hours.

$60one-time · report in 12 hours
What You Receive

Your personalized report includes:

Financial Health Score

A clear rating of where your business stands financially, benchmarked against your industry.

Top 3 Risk Areas

The biggest financial vulnerabilities we identify and exactly what to do about each one.

Revenue & Profit Analysis

An honest assessment of your margins, revenue stability and profitability trajectory.

90-Day Action Plan

Concrete, prioritized steps to improve your financial position — starting this week.

Question 1 of 1010%

What is your approximate annual revenue?

Helps us benchmark your business against companies at a similar stage.

What are your average monthly expenses?

Include payroll, rent, cost of goods, software and all recurring costs.

What is your approximate profit margin?

What percentage of revenue do you actually keep after all expenses?

How predictable is your monthly revenue?

Understanding your revenue consistency helps us assess your financial risk profile.

Do you have real-time visibility into your cash flow?

Can you tell, right now, how much cash your business will have in 30 days?

Who currently manages your business finances?

This helps us understand your current financial infrastructure.

How often do you review your financial statements?

P&L, balance sheet, and cash flow statement.

What is your biggest financial challenge right now?

Be direct — your answer drives the most important section of your report.

What is your #1 financial goal for the next 12 months?

This shapes the strategic recommendations section of your report.

Last step — where should we send your report?

Your information is 100% confidential. We never share or sell your data.

Review your order

Your personalized financial diagnostic report, delivered within 12 hours.

Order Summary

GALD Partners — Financial Diagnostic Report$60.00
DeliveryEmail (PDF)
Delivery timeWithin 12 hours
Total$60.00

Payment

Secure payment via PayPal. You can pay with your PayPal account or any credit/debit card — no PayPal account required.

Secured by PayPal · SSL encrypted · Report delivered in 12 hours

You're all set.

Thank you for completing the GALD Partners Financial Diagnostic. Our team is reviewing your answers and building your personalized report right now.

Report delivered within 12 hours

Questions? hello@galdpartners.com