JR Gonzales CPA, PLLCStrategic Finance & Advisory
Chapter · The spreadsheet
Finance built like software, so the decision never waits on the numbers.
Make informed decisions, without questioning the data underneath. Your deliverables are built by coding agents, with tests, and rebuilt on demand.
Begin with the spreadsheet, or let’s talk.
The month arrives messy. It leaves tied.
One briefing, every number traced to its source.
| Jan to Jun | Jan | Feb | Mar | Apr | May | Jun | Total? |
|---|---|---|---|---|---|---|---|
| Revenue | 652,516 | 684,945 | 629,502 | 714,765 | 738,876 | 751,093 | #REF! |
| Plan (see tab 3) | 645,256 | 687,584 | 705,304 | 725,024 | 742,448 | 765,056 | ? |
| Prior yr (old file) | 355,042 | 371,934 | 401,108 | 428,897 | 449,090 | 462,453 | n/a |
| Op. result | (212,063) | (216,935) | (255,844) | (231,728) | (230,271) | (226,332) | circ |
| Net burn | 247,318 | 238,655 | 266,472 | 231,864 | 223,509 | 217,236 | ? |
| Cash, month end | 7,678,682 | 7,440,027 | 7,173,555 | 6,941,691 | 6,718,182 | 6,500,946 | #VALUE! |
| TOTAL (manual) | ? | ? | ? | ? | ? | ? | #REF! |
How it is made.
Two services: FP&A and management reporting. Controller support and accounting cleanup.
The briefing builds itself.
Books, budget and KPIs become a management workbook, an executive briefing and an action list. Every month, rebuilt on demand, not copied and pasted.
A model tested like software.
The forecast carries its own checks and test cases. An independent recalculation checks its figures before delivery.
Cash by the day, not the month.
Every account, every day, thirteen weeks out. One question: does cash stay above the floor in the tightest week?
Decision briefs, not reports.
Every deliverable ends in one decision with one owner: hire or wait, which week tightens, is the team paying for itself.
Who signs it.
I am a CPA who leads business decisions with data-backed inference, finance expertise and AI fluency. Coding agents build the work. A second model checks it against the sources. I sign it, and the judgment stays with me.
You work directly with me, with no hand-off to junior staff. I do not prepare tax returns or perform audits; I give your preparer a clean, supported package.
I got this far on two things. Pothos (πόθος), the Greek longing for what lies past the horizon, which kept me building for the future. And keeping my word: every month closed, every number tied, long before anyone was watching.
What are you working toward?
One sentence is enough. I reply within a business day.
Opens your email app with your sentence in the message. Or write to jr@jrgthecpa.com.
Based in the Austin area. I work remotely with businesses anywhere in the United States.
Please keep an initial message general. Do not include account numbers, tax documents, or other sensitive financial information.
Examples on this page are synthetic. Set in Fraunces and Inter.