Financial Clarity for Growing West Texas Businesses
Financial Oversight for Owner-Led West Texas Businesses
We bring structure, liquidity discipline, and forward visibility to construction, trucking, and service operators.
Built for Operators
Running a business in West Texas requires discipline, not guesswork.
Phantom Ridge Advisory works with construction firms, trucking companies, service businesses, and owner-led operations that want structure around their numbers, not just bookkeeping, but true financial oversight.
We help you understand where your cash is going, where your margins are tightening, and where growth makes sense.
When payroll is rising, equipment payments are stacking up, and receivables lag 45 days, you need more than reports. You need visibility and discipline.
What We Do
Fractional CFO Advisory
Monthly financial oversight designed for business owners who need clarity without hiring a full-time CFO.
• Financial statement review
• 13-week cash flow modeling
• KPI development & tracking
• Strategic planning sessions
• Growth and capital planning support
Financial Systems & Process
We build clean, repeatable systems so your business runs on visibility and accountability.
• Reporting dashboards
• Forecast models
• Budget development
• Internal financial structure
Strategic Advisory Services
Ongoing guidance for operators navigating growth, staffing expansion, equipment purchases, or structural changes.
• Expansion Guidance
• Equipment Planning
• Operational Strategy
How We Work
Initial Review
Cash Flow Stabilization
Reporting Structure
Monthly Oversight & Planning
Pricing
Engagements are structured as monthly advisory retainers.
We work with a limited number of operators to provide consistent oversight and forward planning.
Our Approach
We believe strong businesses are built on three things:
Clarity. Discipline. Liquidity.
Our model is relationship-based and selective. We work best with operators who value straightforward advice, conservative financial management, and long-term thinking.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!