Southwest CFO

Southwest CFO, LLC

Serving clients since 2010

About us

At Southwest CFO, we specialize in providing expert fractional CFO services to growing businesses across a variety of industries. Our mission is to empower companies with the financial leadership they need to scale, optimize operations, and make strategic, data-driven decisions—without the full-time commitment of a traditional CFO.

Areas of Expertise

Our focus is primarily on accounting, financial reporting, treasury operations, budgeting, corporate & personal tax returns.

Accounting & Financial Operations

Often smaller and growing companies have a bookkeeper or staff accountant that can handle the day- to-day functions of paying bills, issuing invoices, bank deposits, and payroll. However, they may need help in managing Cash Flow as well as the preparation of Financial Statements that provide management with meaningful information about the overall profitability and stability of the company

Budget & Business Planning

Some expanding businesses typically operate informally, without an annual budget for projecting profit & loss or a formal business plan. We facilitate effective business planning by incorporating both internal and external analysis of your business, as well as clearly defined goals and objectives.

Tax Planning

Smaller and expanding businesses must take into account the income tax implications of their revenues, expenses, purchases of fixed assets, and employee benefits. A comprehensive package would allow owners to comprehend and forecast the tax impacts of their business activities.

One of the most difficult things to accomplish for a growing business is to clearly define who and what they want to be. Our job is to help you get there. Specific goals and specific focus equal specific results.

Gerald Bunger

Meet the Team

Gerald Bunger

President

With over 25 years in financial leadership, I have worked in small and mid-size companies operating in the healthcare and insurance administration industries. I graduated with honors in both my Bachelor's and Master's degrees. I am a "hands on" CFO/Controller and my strengths are in financial operations. I focus on making the business side of your business work.

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Bryan Bunger

Financial Analyst

I have worked in the financial industry for over 2 years with my focus being in financial reporting and accounting. My experience has been primarily in private equity and local financial institutions. I currently hold a BBA in finance and am actively pursuing an MBA.

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Let's Talk

I learned the difference between hard work and achieving results a long time ago. It is my desire to provide my clients with effective financial guidance.

I don't want to waste your time and money-let's get straight to the point. We can have a conversation over a cup of coffee and see if there is a good fit. No charge.

Let's get started.

We're here to serve you

Phone number: 972-948-3583

Email: geraldbunger@southwestcfo.com

Dallas/Fort Worth Metroplex

Southwest CFO

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We are here to help. Let us know how we can help you.

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