Fulshear, Texas  •  Serving the Greater Houston Area & Beyond info@cdpfinancialservices.com  |  832-244-3465
Core  •  Elevate  •  Strategic

Financial Clarity. Operational Insight.
Experienced Leadership.

From financial operations support to Controller and CFO-level guidance, CDP provides the advisory expertise your business needs — without the cost of building a full in-house finance team.

Explore Our Services Let's Talk

Do You Recognize Your Business Here?

If any of these sound familiar, it may be time for a different level of financial support.

Close & Accuracy

The monthly numbers are not where they should be.

CDP can help with

Cleaner close routines, stronger reconciliations, and more reliable financial statements during the year.

Team Capacity

Your team needs more financial leadership.

CDP can help with

Senior finance support that strengthens your existing team without adding unnecessary full-time overhead.

Decisions & Insight

The reports are there, but the story is missing.

CDP can help with

Financial analysis that connects the numbers to the decisions leadership needs to make.

Projects & Systems

Important finance projects need experienced lift.

CDP can help with

Defined projects that need financial structure, experienced judgment, and practical execution support.

CDP can meet you where you are.

The Right Level of Support

Three levels of financial advisory support designed to grow with your organization — with transition and process support available at every level.

Core

Financial Operations

Reliable visibility. Better rhythm. Every month.

  • Monthly reporting support
  • Cash-flow visibility
  • Close coordination
  • Management reporting packages
  • Financial process organization
Elevate

Controller Advisory

Better processes. Better visibility. Greater control.

  • Everything in Core
  • Controller-level oversight
  • Enhanced reporting & close management
  • Financial analysis
  • Financial workflows, controls & process improvement
Strategic

CFO & Advisory

Financial insight and operational leadership for better decisions.

  • Everything in Elevate
  • Budgeting, forecasting & cash-flow planning
  • KPI development & operational analysis
  • Executive & board reporting
  • ERP & system selection, implementation & conversion
  • Acquisition & de novo financial integration
Project Advisory

Focused help for moments that require extra lift.

CDP can support defined initiatives that call for financial structure, experienced judgment, and practical execution support.

  • Board reporting packages and leadership dashboards
  • KPI design and performance visibility
  • Cash-flow planning and forecasting support
  • Accounts payable and/or payroll support
  • Financial readiness reviews
  • System selection and implementation support
  • Major process transitions and acquisition integration

Who We Serve

HEALTHCARE IS OUR SPECIALTY — NOT A LIMITATION

Healthcare — Our Specialty

Rural & community hospitals • physician organizations • surgery centers • diagnostic facilities • behavioral health • other healthcare organizations

Professional & Service Businesses

Firms and service organizations that need dependable financial insight without a full in-house finance department.

Growing Small & Mid-Sized Businesses

Companies that need stronger reporting, processes, and financial leadership to support their next stage.

Denise Pufal, Founder of CDP Financial & Advisory Services, LLC

Meet Denise Pufal

Founder & Principal

Denise Pufal is a financial advisory and operations executive with more than 30 years of experience helping healthcare organizations and businesses strengthen financial operations, improve processes, and make better decisions from their financial information.

Her experience extends well beyond traditional reporting — spanning revenue cycle, budgeting, financial reporting, financial readiness, system implementations, new facility openings, and operational improvement across organizations including Texas Children's Hospital, Bay Area Regional Medical Center, and The Woman's Hospital of Texas.

She founded CDP to make that experience available to organizations that need strong financial expertise — without necessarily adding another full-time executive.

“This combination of financial and operational experience allows me to look beyond the financial statements — to understand what’s actually driving the numbers.”
Work With Denise

Beyond the Numbers.

The right level of financial support for where your organization is today — with the experience to help you get where you're going.

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