Treviño Advisory Group

Selected Work

Applications and engagements.

Client names are withheld by default. Scope and dates are as stated in each engagement.

Practice 01 · Software Engineering

Applications 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

Practice 02 · Financial Leadership

Finance 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

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