Treviño Advisory Group

Treviño Advisory Group

Software engineering.
Financial leadership.

Our engineering team designs, builds, and runs web and mobile applications for operating companies and healthcare organizations. Our finance practice provides fractional CFO leadership. Two practices, each with its own team and scope.

Software Engineering Financial Leadership
Sectors
  • Healthcare
  • Hospice & Home Health
  • Facilities Services
  • Field Operations
01

Software Engineering

Web and mobile applications designed, built, tested, and run by our engineering team, from written requirements through launch and ongoing releases.

  • Web & mobile applications, from concept to launch
  • Operations platforms: scheduling, field reporting, check-ins, dashboards
  • Dashboards & data systems with automated tests
  • Integrations & automation between the systems you already use
  • Hosting & maintenance: we run what we build

Software Engineering →

In production

2025 – present

Field operations platform, 120 locations

Scheduling, crew check-ins with location tracking, work orders, receivables, and cash flow for a facilities company across Texas and North Carolina. In daily use by office and field staff.

Software Engineering
2026

Home health operations platform

The same platform adapted for home health: visit schedules, verified visits, staffing, and payer billing.

Software Engineering
2026

Hospice operations and cap reporting

Census, payroll, cash flow, and Medicare cap tracking for a hospice provider with more than 100 patients.

Software Engineering
02

Financial Leadership

Fractional CFO leadership: the judgment of a chief financial officer, embedded in your organization.

  • Monthly close and financial statements
  • 13-week rolling cash flow forecast
  • Capital structure and debt sizing
  • Treasury and payment operations
  • Healthcare finance
  • SBA and bank loan packages

Financial Leadership →

Current engagements

2025 – present

Facilities services company, 120 locations across Texas and North Carolina

Treasury and payment operations across the company's bank accounts, 13-week cash flow forecast, capital structure, and SBA and lender packages.

Financial Leadership
2026 – present

Hospice provider, Rio Grande Valley

Monthly close, payment operations across eight bank accounts under written authorization, and capital structure planning.

Financial Leadership
2026 – present

Physician practice, Rio Grande Valley

Monthly close and payment operations across six bank accounts, with monthly disbursement reporting to the owner.

Financial Leadership

How We Work

Senior people, defined scope, written accountability.

  • Scoped in writing first. A statement of work for software, an engagement letter for finance. No work starts on a handshake.
  • Engineered, not improvised. Requirements written down, interfaces defined, and testing planned before the first line of code.
  • Your data stays yours. Your data and content belong to you, and funds stay in your own bank accounts under written authorization.
  • Everything is documented. Software ships with deployment notes and a maintenance plan. Payments are logged and reported monthly.

Tell us what you need built.

Describe the users and the problem, or the company and what you need handled. We reply within one business day.

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