45% → 55%
Improved manufacturing gross margin over two years through lower labor costs and better material purchasing. Improved warehouse controls and construction job costing.
Clear Numbers. True Direction.
Stronger cash flow.
Better margins.
A more valuable business.
Practical financial strategy and hands-on improvement for owner-operated businesses. Based in Boerne, serving clients locally and remotely. Reduce costs, improve financial accuracy, and build a stronger business.
Joel Luper, CPA
25+ years in finance and operations
Controller and CFO experience
Based in Boerne, serving clients locally and remotely.
Results from prior leadership roles
Experience that shows up
in the business.
Built for a
bigger business.
Consolidated accounting offices, hired a new team, and implemented NetSuite while company revenue grew from $40 million to $80 million.
A clearer view
of cash ahead.
Established 13-week and 13-month forecasts to guide claims and vendor payments during financial pressure. Led cost improvements and financial systems changes.
Selected results from Joel’s prior employment. Company growth reflects the work of the broader organization. Results vary by business.
Explore Joel’s experience →Cash & Working Capital Review
13-week cash flow projections for physician practices
See expected collections and upcoming payments week by week, identify potential shortfalls, and evaluate decisions before cash gets tight.
What you receive
- A week-by-week cash projection for the next 13 weeks.
- Key assumptions and scenarios for reimbursement delays or changes in collections.
- Practical findings to discuss and use in planning.
What we start with
Recent financial reports; summarized receivables and expected collections; and payroll, vendor, debt, and other payment schedules.
A 13-week projection can be part of a Cash & Working Capital Review, with the scope agreed before work begins.
No patient-level information is needed for the initial inquiry. Please do not include patient information in booking or contact forms.
When to bring me in
When the business needs
more from its numbers.
Sales grow.
Cash stays tight.
Understand what is tying up cash and build a forecast that helps you plan collections, payments, hiring, and investment.
Margins are slipping.
Look at purchasing, labor, pricing, and operating costs to find where profit is being lost and what can change.
The reports arrive late.
Or don’t add up.
Improve the close, reconciliations, and reporting so you can make decisions with dependable information.
You’ve outgrown
the old processes.
Improve systems, responsibilities, and controls so your team can handle more business with less friction.
How it works
Three steps to a clear picture.
Step I
We talk
A short, no-pressure conversation about where the business is and what is bugging you.
Step II
We agree on the work
Define the problem, the deliverables, and the fee before work begins. Start with a focused project or ongoing support.
Step III
We make the improvements
I work alongside your team to implement changes and establish a practical way to measure progress.
Joel Luper, CPA
Founder, VerityPoint Advisory
Who you work with
Experienced. Approachable.
Ready to get to work.
I'm Joel Luper, CPA. Before founding VerityPoint, I served as a CFO, controller, and accounting leader. My background includes manufacturing at Willborn Brothers and Palo Duro Meat Processing, energy services at Flogistix, and finance leadership at AlohaCare, Community First Health Plans, and Davis Vision.
I listen, explain the numbers plainly, and work alongside people to make improvements stick. My role is to help you and your team make better decisions and follow through on the work.
“Joel is a very strategic executive, and always has a point of view that moves work groups forward.”
Aaron Kubitscheck · Fellow Willborn executiveExcerpt from LinkedIn recommendation, April 6, 2011
What colleagues say
“You can count on his contributions, thoroughness and accuracy related to finance, accounting, and analytics.”
Straight answers
Questions owners usually ask.
Are you my tax accountant?
No. VerityPoint does not file your taxes or replace your CPA at tax time. The focus is the finance and operations side, the reporting and decisions that happen the other eleven months of the year.
Do you replace my bookkeeper?
Usually not. If your books are solid, VerityPoint works on top of them. If they are a mess, the first job is cleaning them up and then keeping them useful.
How does pricing work?
It starts with a free conversation. You can begin with a one-time financial check to get clear, then move to a simple monthly arrangement if it is worth it. No long contracts.
How much of your time do I get?
As much or as little as the business needs. Some owners want a steady monthly rhythm. Others just want a hand through a specific stretch.
Where do you work?
Based in Boerne, serving clients locally and remotely. In person when it helps, remote when it does not.