PAS Consulting
PAS Consulting is a San Antonio-based boutique consultancy that delivers subscription "Financial Execution Services" — taking ownership of core accounting and finance workflows — to privately held businesses generating $2M or more in revenue, and to CPA/CFO firms.
- Company typePrivate
- Founded2004
- HeadquartersSan Antonio, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What PAS Consulting does
PAS Consulting is a small, privately held consulting firm based in San Antonio, Texas that provides "Financial Execution Services" to privately held businesses generating at least $2 million in revenue. The firm positions itself as a senior execution layer that takes ownership of core accounting and finance workflows for companies that have outgrown basic bookkeeping but are not large enough to support a full in-house CFO or controller team, with a stated target segment of $2M-$50M privately held businesses. The core commercial offering is a recurring engagement priced at $4,057 per month (approximately $48,700 annualized per client), delivered by a team of 1-10 employees, which the firm characterizes as a subscription-style financial execution arrangement rather than traditional project work.
The firm's value proposition centers on embedding senior financial operators into client operations and producing CPA-ready financial packages, with positioning language emphasizing accountability, ownership, and alignment with external CPA and CFO workflows. The publicly disclosed go-to-market runs along two paths: direct sales to privately held businesses above $2M in revenue, and a secondary channel targeting CPA and CFO firms themselves as partners or referral sources. There is no disclosed technology platform, software product, or proprietary tooling behind the service, and the firm operates as a bootstrapped private LLC with no external funding events documented.
Operationally, the firm shows limited publicly observable footprint: a small delivery team, no published customer logos or case studies, no leadership changes, acquisitions, or partnership announcements in the available material, and no disclosed headcount or revenue figures. The website is actively maintained with a 2026 copyright, suggesting current operations and refreshed positioning. The absence of documented scale signals — combined with the boutique, human-delivered service model — frames PAS Consulting as a lifestyle-scale consultancy whose economics are tied to a small number of high-touch client engagements rather than to a scalable product or distribution engine.
PAS Consulting firmographics
Firmographics- Name
- PAS Consulting
- Legal name
- PAS Consulting LLC
- Website
- https://pasconsulting.net
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PAS Consulting is a San Antonio-based boutique consultancy that delivers subscription "Financial Execution Services" — taking ownership of core accounting and finance workflows — to privately held businesses generating $2M or more in revenue, and to CPA/CFO firms.
- Ownership category
- akta.pro rank
PAS Consulting industry classification
Industry- Product category
- Outsourced Financial Management Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161)
- SIC
- Finance Services (6199), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where PAS Consulting is headquartered
LocationHeadquarters
- HQ city
- San Antonio
- HQ country
- United States
- HQ region
- North America
Markets served
PAS Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Execution Consulting Services: Monthly subscription-based consulting services providing financial execution for $2M+ privately held businesses. Services include monthly close, reconciliations, consistent financial reporting, KPI tracking, cash flow forecasting, and budget variance tracking. Priced at $4,057 per month (approximately $48,000 annually).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Financial Execution Package |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
PAS Consulting product offering
Product offeringCore offering
PAS Consulting provides outsourced financial execution services for privately held businesses with $2M+ in annual revenue, delivered on a subscription basis at approximately $4,057 per month ($48,000 per year). The service encompasses monthly close and reconciliations, consistent financial reporting, category and margin clarity, KPI design and tracking, cash flow visibility and forecasting, budget creation and variance tracking, and documentation prepared for third-party CPA or CFO review. The firm also serves CPA and CFO firms as the execution layer beneath their advisory engagements.
Product overview
PAS Consulting offers a single unified service: Financial Execution Services. This is a consulting infrastructure offering that sits between bookkeeping and CFO advisory, providing the financial execution layer that prepares, maintains, and executes financial systems for privately held businesses with $2M+ in annual revenue. The core service includes monthly close and reconciliations, consistent financial reporting, KPI tracking, cash flow forecasting, and budget variance tracking, all delivered as a dedicated execution team at approximately $48,000 per year ($4,057 per month).
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Execution Services
Quantifiable outcome
- Cost savings compared to junior finance hire without payroll tax, benefits, training time, turnover risk, or management overhead
Companies that use PAS Consulting
Customer profileSegments2 records
Ideal customer profiles2 records
PAS Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PAS Consulting partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights2 records
PAS Consulting competitors and assessment
Company assessmentDirect peers
- Burkland Associates: Provides fractional CFO, accounting, and finance execution services primarily to venture-backed and growth-stage businesses, competing directly with PAS Consulting in the outsourced financial execution layer.
- B2B CFO Partners: A national network of fractional CFOs serving privately held middle-market companies, offering outsourced financial leadership and execution that closely parallels PAS Consulting's positioning between bookkeeping and advisory.
- Acuity CFO: Outsourced and fractional CFO services firm targeting privately held businesses, providing monthly financial reporting, KPI tracking, and execution support similar to PAS Consulting's core offering.
- Stambaugh Ness: Professional services firm providing outsourced accounting, CFO, and financial execution to privately held businesses, directly comparable to PAS Consulting's middle-market financial execution offering.
- Anders CPAs+ Advisors: Mid-market accounting and advisory firm with an outsourced CFO/controller practice serving privately held businesses, overlapping with PAS Consulting's $2M+ revenue target market and execution-layer positioning.
- CFO Simplified: A fractional CFO and outsourced finance firm serving small and mid-sized businesses, offering subscription-based financial leadership comparable to PAS Consulting's recurring engagement model.
Broad incumbents
- Wipfli: Top-tier U.S. accounting and consulting firm offering outsourced CFO, controller, and accounting services to middle-market companies, representing a scaled incumbent alternative to PAS Consulting.
- Bench: Tech-enabled bookkeeping platform with bundled financial reporting for small businesses; competes for the same outgrowing-bookkeeping customer base as PAS Consulting but typically serves smaller revenue tiers.
- CliftonLarsonAllen (CLA): Large national accounting firm providing outsourced finance, accounting, and advisory services to privately held middle-market businesses, broadly overlapping with PAS Consulting's service portfolio and target customers.
- Pilot: Tech-enabled bookkeeping, accounting, and CFO advisory firm serving SMBs and startups; overlaps with PAS Consulting's financial execution and reporting services but operates at larger scale with software-driven delivery.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
PAS Consulting social profiles
Digital presencePAS Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
PAS Consulting leadership team
Management profileNumber of profiles
PAS Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PAS Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PAS Consulting
What does PAS Consulting do?
PAS Consulting provides outsourced financial execution services for privately held businesses with $2M+ in annual revenue, delivered on a subscription basis at approximately $4,057 per month ($48,000 per year). The service encompasses monthly close and reconciliations, consistent financial reporting, category and margin clarity, KPI design and tracking, cash flow visibility and forecasting, budget creation and variance tracking, and documentation prepared for third-party CPA or CFO review. The firm also serves CPA and CFO firms as the execution layer beneath their advisory engagements.
Is PAS Consulting a public or private company?
PAS Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PAS Consulting founded?
PAS Consulting was founded in 2004. It employs 1 to 10 people.
Where is PAS Consulting based?
PAS Consulting is headquartered in San Antonio, United States, in the North America region.
How does PAS Consulting make money?
One revenue line is on record: financial Execution Consulting Services.
Who are PAS Consulting's main competitors?
Direct peers on record are Burkland Associates, B2B CFO Partners, Acuity CFO, Stambaugh Ness, Anders CPAs+ Advisors and CFO Simplified. Broad incumbents are Wipfli, Bench, CliftonLarsonAllen (CLA) and Pilot.
Does PAS Consulting have an API?
No public API is recorded for PAS Consulting.
What industry is PAS Consulting in?
PAS Consulting's product category is Outsourced Financial Management Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 6199.