Business & Personal Financial Consulting
To provide individuals and businesses with the financial clarity they need to make informed decisions and build a stronger future.
Based in San Antonio, Texas. Serving clients virtually nationwide. Complimentary Discovery Call available.
Our Promise
We promise to deliver exceptional service through proactive guidance, timely communication, and personalized solutions, leaving no question unanswered and no detail overlooked.
Who We Are
Caballero's Consulting exists because too many people and business owners do not get the financial visibility they need to succeed. Finances often get attention only at tax time, but real success comes from year-round clarity and informed decision-making. Our purpose is to change that by giving clients ongoing guidance, a better understanding of their numbers, and the confidence to plan, grow, and build long-term financial stability.
Help clients act early rather than react late.
Prioritize trust and long-term partnership over transactions.
Explain recommendations in practical language and keep clients informed.
Be direct about expectations, process, pricing, and next steps.
Treat accuracy, preparation, and follow-through as essential to trust.
Adapt guidance to the client's circumstances instead of forcing a one-size-fits-all model.
Services
Choose the relationship that fits where you are — for your business, for your household, or for filing season.
Business Services
Our flagship business partnership. A comprehensive monthly financial management and strategic guidance relationship for business owners who want stronger visibility and decision support without hiring a full-time CFO.
Customized pricing discussed during your consultation
Learn morePersonal Services
Like a personal trainer for your finances. A recurring one-on-one coaching program that helps you build a workable budget, strengthen financial habits, stay accountable, and make better decisions over time.
$150 per month · three-month minimum enrollment
Learn moreTax Preparation Services
Individual and business filings. Individual and business tax preparation handled with care and preparation, with tax consultations available separately when you want to talk something through first.
Start with a complimentary 15-minute initial consultation
Learn moreWhy Choose Us
You work with Manny directly, not layers of staff between you and the answer you need.
Guidance shaped around your circumstances, your goals and the decisions actually in front of you.
You hear from us before the deadline, in plain language, with the reasoning included.
We are built for long-term partnership, not one-off transactions at filing time.
Accuracy, preparation and follow-through on the details that shape your financial picture.
You leave every conversation understanding your numbers a little better than before.
Who We Serve
Caballero's Consulting serves clients who value long-term partnerships built on trust, communication, and a shared commitment to financial success.
We partner with small and mid-sized businesses seeking experienced financial guidance without the need for a large in-house finance team — entrepreneurs, contractors, solo operators, established small businesses, and growing companies across industries, including businesses with significant revenue, provided the engagement is appropriate for a personalized advisory model.
We also serve individuals and families who want greater control over their financial future through personalized coaching, financial consultations, and tax preparation.
We define who we serve by mindset, not by industry or revenue. We work best with clients who value proactive guidance, transparent communication, and long-term partnership.
Client Journey
Choose the consultation that fits and schedule a time. Complimentary options are available if you'd rather begin with an introduction.
You complete a short intake tailored to the consultation type so the appointment starts with context instead of catch-up.
Your appointment is added to our business calendar and you receive confirmation, virtual meeting details, and reminders.
A working session — not a sales call. You leave with recommendations, next steps, or deliverables in hand.
Where appropriate, we'll invite you into a recurring program and support the relationship with proactive communication and education.
Free Resource
A practical walkthrough of the records, reports and habits that give you a clear view of where you stand. Enter your details and we'll send it over.
Book a complimentary Discovery Call, or choose the consultation that matches what you need to work through.
