Fractional CFO Services

Cost-effective access to top-tier financial tools, support and expertise. Scalable CFO services to help your company flourish, overcome obstacles and prepare for the future.

What is a Fractional CFO?

A Fractional CFO is a financial professional offering services on a part-time basis to companies who want to employ financial expertise, but do not yet have the budget for a full-time CFO.  A Fractional CFO is a cost-effective way to quickly gain valuable insight and expertise into navigating the complexities associated with your company’s financial playing field. They provide tools, strategies, and roadmaps to help you achieve your financial goals so that you are better equipped to lead your company from its current status to where you want it to be. Utilizing a Fractional CFO in your organization can lead to more informed decisions, sustainable company growth, greater profit and freeing up your team’s valuable time to focus on their core competencies.

Outsourced Fractional CFO Solutions for Common Problems

Roadmapping and Planning

How do I get my business from Point A to Point B?

If you fail to plan, you are planning to fail ~Benjamin Franklin

Arguably, one of the most important contributions a Fractional CFO can make is with their exceptional strategic planning skills.  Through Budgeting, Financial Planning and Analysis, Reporting and Forecasting, a Fractional CFO can provide the roadmap to sustainable growth, use capital / assets in the most efficient manner and generate lasting profitability.

Cash Management

How do I maximize my Cash Flow? How do I get my Cash Flow under control?

Cash is king ~Unknown

Cash flow issues are the most common problem businesses face.  Whether you are raising capital, growing quickly, facing low margins, reworking your capital structure, or wanting to grow, cash plays a major factor in all of your decisions.  A Fractional CFO can help you find financing, cut costs, improve margins, rework pricing structures, forecast cash needs and analyze spending and capital outlays to ensure you are getting the return on capital you need and bolster your bottom line. A Fractional CFO can also help manage your risk and prepare for unexpected events, fluctuations, and changes in your business.

Financial Strategy / Strategic Planning

What can I do to improve my business?

The company without a strategy is willing to try anything. ~Michael Porter

The first step to improving your business is hiring a Fractional CFO.  Doing so will free up your time to focus on what you do best in the business and let a professional finance expert deep dive your company to find areas of growth, implement cost cutting ideas, process improvements, risks, investment opportunities and control issues.  These concepts can then be combined to develop a strategic plan that will place you on the road to improvement.

Start-ups and M&A

Start | Buy | Sell | a business.

If you’re trying to create a company, it’s like baking a cake. You have to have all the ingredients in the right proportion. ~Elon Musk

Often utilizing every tool in a CFO’s toolbelt, Start-ups and Mergers and Acquisitions (M&A) are the pinnacle of financial projects.  From ensuring the books are solid, to raising capital, conducting due diligence, analysis, valuation, budgeting, forecasting, modeling potential outcomes, negotiating, reporting, documenting, planning, fostering symbiotic business relationships, building synergy, and utilizing their network to close the deal.  A Fractional CFO can help navigate the murky waters and provide clarity for your decisions.

Interim Financial Services

My | CFO | Controller | Accountant | quit OR Do I need a CFO?

The best executive is one who has sense enough to pick good people to do what he wants done ~Theodore Roosevelt

Hiring a Fractional CFO is a great choice for an Interim CFO role as the relationship by nature is non-permanent.  A Fractional CFO can jump in quickly and stabilize the fallout from a key person leaving your company.  They can fill the leadership gap, manage, train and build new support staff, and help find a full-time replacement.  If you are unsure if your company is ready for a CFO, hiring a Fractional CFO is a safe way to test the waters and reap the benefits of having a financial professional in your corner.

Financial | Accounting | Operations | ERP | systems & software

No system, old system or software can no longer support the business

Don’t ever let your business get ahead of the financial side of your business. Accounting, accounting, accounting. Know your numbers. ~Tilman J. Fertitta

Whether you have never had a financial / accounting system or your old one is becoming obsolete a Fractional CFO can help fill the knowledge gap and implement a financially sound system.  We can also help with designing and implementing operations systems to accommodate future growth and/or to overcome current limitations. If you need help with scoping, building a statement of work, design controls, or what software to utilize, a Fractional CFO can help.


Advantages of a Fractional CFO

Bang for the Buck

For a “Fraction” of the cost you can still have full access to the wealth of knowledge, resources, and expertise of a full-time CFO.  No benefit/perk packages, stock options, employee taxes, bonuses, extra office space or profit sharing required.

Flexibility / Scalability

Able to turn on / off services for specific projects or problems faced.  As your financial management needs grow so can your hours with a Fractional CFO.

Time Savings

Finding a qualified CFO can often take months (if you even need one).  A Fractional CFO can jump in quickly, work remotely, and begin paving the way for a full time hire to hit the ground running or fill the knowledge / leadership gap for specific projects or periods of time. 


Objective Counsel

Having no bias or preference for internal projects, resources, or initiatives, a Fractional CFO can objectively and strategically offer solutions many internal teams overlook. With extensive experience and a data forward analytic approach you can trust solutions are not driven out of greed, malice, or partiality.

Specialized Expertise

A Fractional CFO can supplement your current finance / accounting team with specialized expertise they may not have for projects like M&A, raising capital, dealing with an audit, or building internal controls.

Building Financial Clarity

From getting your books in order to analyzing large data sets into useable information, a Fractional CFO can bring clarity to your business’ unique financial situation and help you make informed business decisions.

Access to a Team of CFOs and their Networks

With the old adage “It is not what you know, but who you know” so often ringing true, having a team of CFOs and their network at your disposal can often be the difference maker.

Our Fractional CFO Services

Financial Plans and Strategic Planning

  • Strategic Planning process / consulting
  • Budgeting
  • Financial Forecasting
  • Variance Assessments
  • Strategic use of Capital

Financial Visibility and Clarity

making profitable and informed decisions

  • Financial Scenario Modeling
  • Financial Reporting
  • Financial Analysis (FP&A)
  • Business Intelligence
  • KPI (Key Performance Indicators)
  • Financial Dashboards
  • Profitability Analysis 
  • Cash flow management

Controls and Process Improvements

  • Best Practices
  • Staff Training & Supervision
  • Financial Coaching
  • Implement systems and procedures
  • Financial software implementation
  • Expense Review / Cost Cutting
  • Accounting oversight / correcting books
  • Risk Management

Business Growth / Raising Funds / Exit Plans

  • Business Plans
  • Pitch Decks / Deal Documents
  • Investor Relations
  • Analyzing term sheets, contracts, and offers
  • Negotiating
  • M&A
  • Conducting / Managing Due Diligence
  • Cash Management
  • Capital Acquisition Evaluations
  • Financing Options / Capital Structure

Networking / Strategic relationships

  • Banking
  • C-Suite Candidates
  • HR
  • Insurance / Brokers
  • Investors
  • IT
  • Legal
  • Marketing
  • Strategic Partner

Our Small Business Accounting Firm's Office near Dallas, TX

We provide outsourced accounting services for small businesses across the USA from our location in Plano, TX. Virtual accounting means that we aren’t constrained to businesses in North Dallas. If you are local to the Plano/Frisco/McKinney area, we’re happy to meet with you in person or virtually.

We also provide QuickBooks help in Dallas, TX and across the US.