ZTX Advisors is a consulting firm dedicated to helping businesses grow and thrive through fractional COO and CFO services. Our approach is rooted in providing expert guidance and tailored strategies that drive real, measurable results. We partner with businesses to streamline operations, integrate advanced technology, and make data-driven decisions for sustainable growth.What We Offer: • Fractional CFO Services: High-level financial strategy, cash flow management, forecasting, and financial leadership without the full-time commitment. • Fractional COO Services: Operational excellence through process optimization, efficiency improvements, and strategic leadership to elevate performance. • Automation & Technology Integration: Implementing cutting-edge tools and automation to streamline operations and reduce manual tasks, so you can focus on growth. • Advanced Reporting & Analytics: Custom reporting solutions that provide clear, actionable insights to inform smarter business decisions. • KPI Development & Tracking: Establishing and monitoring key performance indicators to ensure your team is hitting targets and staying on course for success.At ZTX Advisors, we don’t just offer services—we become a trusted partner in your business’s growth journey. Whether you’re looking to optimize your operations or enhance your financial strategy, our team is here to deliver the expertise and support you need.Let’s work together to build a smarter, more efficient, and scalable future for your business.

• Provide consulting services for clients including financial analysis, identifying opportunities, and advising strategies to increase margin• Manage customer relationships across large, diverse portfolio of clients, serving as primary point of contact.• Demonstrated initiative by expanding responsibilities to recruit new clients and owning full management of the accounts• Used network to bring in partnering service to offer specialized tax credits for clients increasing firm’s value proposition to existing and new clients• Challenge state and IRS agencies to resolve issues on behalf of clients on notices for sales tax, franchise tax, and any income tax. • Produced federal tax returns annually for corporations, partnerships, trusts, individuals, non profits, small businesses and foreign entities efficiently and within budgeted time frames

• Managed customer relationships through trust and excellent service across diverse clientele including corporations, partnerships, trusts, individuals, fiduciary and non profits.• Served as main focal point for all oil and gas accounts utilizing OGSYS and foreign accounts, working directly with Mexican business owners and entities with US operations• Advised clients, including foreign accounts, on tax planning strategies to reduce tax liability and increase bottom line through tax savings.• Produced federal tax returns annually with a heavy emphasis on foreign ownership and foreign reporting.

• Delivered federal tax returns annually with emphasis on small business, partnership, and individual returns with experience in corporate, estate/gift, fiduciary, and non profit organizations• Monthly, quarterly, and year end compilations for corporations and small businesses primarily in accordance with GAAP and OCBOA. • Demonstrated initiative and capabilities in meeting IRS deadlines coupled with the challenge of staff loss and embracing the additional responsibilities and duties.