01
Family & owner-operated businesses
Companies built by hand that have outgrown a shoebox of receipts and need real financial structure behind them.
Financial Consulting · Houston, Texas
Capital,
Capital,
clarified.
A boutique financial consulting practice: financial modeling, data-driven decisions, and the clear numbers behind them, for the owners who built their businesses from the ground up.
Veliz Capital · LLC
Let's be clear: I'm not a licensed financial advisor, and I won't pretend to be. I'm the finance and systems person who helps small businesses get their numbers in order, in plain language.
Who we work with
Built for the people who built the business.
Veliz Capital works best with owners and operators who are close to their numbers and want them working harder. If that sounds like you, we'll get along.
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Founders & small businesses
Growing operations that need models, dashboards, and a financial story they can take to a bank, a partner, or an investor.
03
Operators & investors
People making real decisions with real money who want a clear, current read on performance before they commit.
Founder · Esau Veliz
The Practice · Founder's Note
Built at a kitchen table. Sharpened in the markets.
Behind every business is a set of numbers that either tells the truth or hides it. My work is making them tell the truth.
Veliz Capital began the way most good things in my family did, around a table, with a calculator and a problem worth solving. I grew up inside my family's auto body business, where I learned early that financial clarity isn't a luxury for a small company. It's survival.
Since then I've earned a Finance degree from the University of Houston-Downtown and I'm pursuing an MBA with a concentration in accounting, sharpening the same instinct against some of the highest standards in the field, through certificate and training programs with firms most people only read about.
Veliz Capital is where I bring that discipline back to the people who need it most: founders, operators, and families building something real.
Esau VelizFounder · Veliz Capital LLC
What we do
Four ways to put your numbers to work.
Every engagement is built on your real data, not a template pulled off a shelf. The goal is the same each time: a clearer view, and a decision you can stand behind.
Strategic Advisory & Fractional CFO
A finance partner in the room when the decisions get hard: pricing, hiring, financing, growth. The senior-level thinking a business needs, without a full-time seat on the payroll.
Financial Modeling & Forecasting
Three-statement models, job costing, and scenario planning built on your real numbers, so you can see where the business is headed before you get there.
Data & Business Intelligence
Dashboards in Power BI and Tableau that turn scattered records into a single, current view of how the business is performing, at a glance.
Small-Business Financial Operations
Cash management, reporting, and the financial backbone that lets a growing company run with confidence and report with clarity.
Case study
From shoebox to dashboard.
The challenge
Like a lot of family businesses, the work was strong but the numbers lived in receipts, texts, and memory. There was no clear picture of which jobs made money or where the cash actually went.
The work
I rebuilt the financial operation from the ground up, organized the books, built a simple job-costing model, and set up a live dashboard tracking revenue, margins, and cash flow.
The outcome
Now the business runs on numbers instead of guesses: every job's profitability is visible, slow months are seen coming, and decisions get made with a clear head.
Featured engagement
Velsa's Auto Body, a family-owned shop in Houston
Now visible
Job-level profitability
Hours, not days
Monthly close
Forecast, not surprise
Cash flow
Start here
The Financial Clarity Review
Not ready for a big engagement? Start small. I'll spend a couple of hours inside your numbers and hand back a one-page snapshot: where your money is going, what's working, and the two or three moves that would make the biggest difference.
- A clear read on your current financial picture
- A simple dashboard you keep
- Your top priorities, ranked
Live preview
Illustrative
Monthly revenue$40,000
Monthly expenses$31,000
22.5%
Profit margin
$9,000
Monthly profit
A taste of the snapshot you'd get. The full review goes deeper.
How we work
A simple process, run with discipline.
01
Listen
Understand the business, and what the numbers are actually being asked to do.
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Model
Build the analysis on your real data, structured, transparent, and yours to keep.
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Clarify
Turn the work into a view you can read in a glance and explain to anyone.
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Advise
Sit on your side of the table when the decision finally has to be made.
What working together looks like
From first email to first win.
No mystery, no pressure. Here's exactly what happens when you reach out.
1
Reach out
Send a message. No commitment, no sales pitch.
2
Discovery call
A free 30-minute call to understand your business and where the numbers stress you out.
3
Simple proposal
One page: the problem, what I'll deliver, the price, the timeline. No surprises.
4
First win, fast
Something useful in your hands early, a clean dashboard or a clear answer, usually within the first week.
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Ongoing partnership
Stay month to month for as long as it's working. Your data and tools are always yours.
Background
Trained where the standards are highest.
Education
Finance BBA, University of Houston-Downtown
In progress
MBA, Accounting concentration
Focus
Modeling · Analytics · Advisory
Languages
Bilingual, English & Spanish
Tools & capabilities
Financial Modeling
Power BI
Tableau
Advanced Excel
SQL
Google Apps Script
Process Automation
KPI Dashboards
Certifications & programs
Goldman Sachs
Wells Fargo
Deloitte
CBRE
Professional certificate and virtual experience programs completed with leading financial and professional-services firms.
Questions
Before you reach out.
Is my business too small?
Almost certainly not. Small and growing businesses are exactly who this is built for. The earlier the numbers are in order, the more they're worth.
What does it cost?
It depends on the work, and you'll always see the price before anything starts. Many engagements begin with a low-cost Financial Clarity Review so you can see the value first.
Is my financial information safe?
Yes. Your information stays confidential, and the models and tools I build always belong to you.
Do you do my taxes?
I focus on financial strategy, modeling, and operations, not tax filing or investment advice. When you need a CPA or licensed advisor, I'll point you to the right one.
Are you taking on new clients?
Yes, a limited number, so each one gets real attention. Reach out and we'll see if it's a fit.
Get in touch
Let's talk about your numbers.
Whether you're cleaning up the books, building a model, or just want a clearer view of where things stand. Start the conversation.
or send a message
Or email directly at velizcapital@gmail.com