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About

Our team supports founders with smart finance, clear structure, and strategic execution.

We review a business’s financials to uncover what really drives performance. That includes analyzing the income statement, balance sheet, and cash flow — not just to track what happened, but to understand what’s possible next.

To lead effectively, you need more than reports. You need to know how external shifts impact margin, how to spot trends early, and how to translate raw numbers into informed decisions. Profitability isn’t a number — it’s a pattern. And understanding that pattern is what lets founders move with clarity and confidence.

quote

"Structure turns good businesses into durable ones."

Eloy Soliz, Principal Consultant

We offer

Proficient

services

for business

Strategic Business Review

We identify structural risks and growth constraints across revenue, cost, and execution.

Entity Structuring & Financial Architecture

We build clean entity structures and financial systems that support long-term growth.

Entity Structuring & Financial Architecture

AI Transition & Automation Strategy

We map automation gaps and AI use cases to streamline operations and reduce drag.

Compliance & Risk Readiness

We identify risk exposure and compliance gaps before they become liabilities or capital constraints.

Fractional CFO / Finance Ops-as-a-Service

We deliver executive-level finance insight, modeling, and systems — without bloated cost or complexity.

Fractional CFO / Finance Ops-as-a-Service

Operational Infrastructure Deployment

We implement core systems to streamline workflows and reduce operational drag.

RMF Capital Readiness Pathway

We assess risk posture and prepare businesses for RMF capital eligibility.

Projects

Featured case studies

With the ever-changing business landscape, staying ahead of the curve is essential for creating winning strategies and informed plans.

All cases

Blue Atmos Energy

From innovative energy storage solutions to modern residential wind turbines.

Case Study

Regiment Holding Corp.

Regiment Holding Corp. is paving the path for a brighter future in our community.

Case Study

Team

We help companies in all stages of forming a new business

Our strategy and operations team brings deep insight across finance, structure, and growth to help businesses scale with clarity.

Eloy Soliz

Managing Director

Raul Munoz

Branding Specialist

Yolanda Trevino

Customer Support

Michelle Martinez

Client Acquisition

timelee firms

rating

5/5

Increase

8.56%

clients

Services to push you further

Keeping track of expenses is essential for maximizing profits and achieving long-term objectives.

Consulting Insights Ticker (Fully Dynamic Metrics)

Blog

Articles & opinions

Blog

Financial

Bookkeeping Is An Essential Element Of Money Management In Business

Business

7 of the Greatest Business Mistakes in History

Financial

Take charge of your business with smart financial decisions

Financial

Why A Meaningful Logo Is Critical For Your Business

Marketing

Why Customer Trust is Critical for Business Growth

Eloy Soliz

Take control of your financial future with this essential guide

Gain insight into how to manage money wisely, from budgeting and savings tips to developing an investment strategy.

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Operational Depth

We design systems that simplify complexity and support long-term growth.

National Reach

We build scalable strategies that work across industries and locations.

Ultimate Case Studies

We have worked in numerous industries, expanding our knowledge in our field.

Leader in the Industry

Our team is a powerhouse of expertise with over five decades' worth of knowledge and insight.

Affordable rates

At our company, we strive to provide top-notch quality and service at unbeatable rates.