What is a Fractional CFO?
A Fractional CFO is an experienced financial executive who works with your company on a part-time or project basis. You get the strategic expertise of a seasoned CFO—financial planning, cash flow management, investor relations, and growth strategy—without the $250,000+ annual salary of a full-time hire.
Cost-Effective
Access CFO-level expertise for 20-40% of the cost of a full-time executive, with flexible engagement models.
Immediate Impact
Hit the ground running with experienced professionals who've solved your challenges before.
Scalable Support
Increase or decrease engagement as your business needs evolve—no long-term commitments required.
Fractional CFO Services We Provide
Comprehensive financial leadership tailored to Dallas-Fort Worth businesses at every growth stage
Financial Planning & Analysis
Develop comprehensive financial models, budgets, and forecasts that drive strategic decision-making and sustainable growth.
- Annual budgeting & quarterly forecasting
- Scenario planning & sensitivity analysis
- KPI development & tracking dashboards
Cash Flow Management
Optimize working capital, improve collections, and ensure you always have the cash runway to execute your plans.
- 13-week cash flow forecasting
- Working capital optimization
- Vendor payment strategies
Fundraising & Investor Relations
Prepare for funding rounds, manage investor communications, and build the financial story that attracts capital.
- Pitch deck financial modeling
- Due diligence preparation
- Board meeting preparation
Financial Controls & Compliance
Implement robust internal controls, ensure regulatory compliance, and protect your business from financial risk.
- Internal control design & review
- Audit preparation & support
- Risk assessment & mitigation
Strategic Growth Planning
Develop and execute growth strategies backed by financial analysis and market insights.
- Market expansion analysis
- M&A financial due diligence
- Pricing strategy optimization
Profitability Analysis
Identify margin improvement opportunities and optimize your business model for maximum profitability.
- Product/service profitability analysis
- Cost reduction strategies
- Break-even & contribution margin analysis
Is a Fractional CFO Right for Your Business?
Our fractional CFO services are ideal for Dallas-Fort Worth businesses experiencing these situations
Rapid Growth
Scaling from $1M to $10M+ and need financial infrastructure to support expansion
Fundraising
Preparing for Series A, bank financing, or investor presentations
Cash Challenges
Struggling with cash flow management or working capital optimization
Strategic Decisions
Facing major decisions like acquisitions, new markets, or restructuring
Outgrown Bookkeeper
Need more strategic guidance than your current accounting team provides
Board Requirements
Investors or board members requesting more sophisticated financial reporting
Interim Need
Between CFOs or need temporary coverage during a transition
Cost Conscious
Can't justify $250K+ for a full-time CFO but need the expertise
Flexible Engagement Models
Choose the level of support that fits your business needs and budget
All engagements include a free initial consultation. Custom packages available for unique needs.
Frequently Asked Questions
How is a fractional CFO different from a bookkeeper or accountant?
While bookkeepers handle day-to-day transactions and accountants ensure compliance and reporting, a fractional CFO provides strategic financial leadership. They focus on forward-looking analysis, growth planning, fundraising support, and executive-level decision making that drives business value.
How much time does a fractional CFO typically spend with a client?
Engagement levels vary based on your needs, typically ranging from 4-20+ hours per month. Most growing businesses in the $1M-$20M revenue range find 8-12 hours monthly provides the right balance of strategic guidance and hands-on support.
Can a fractional CFO work with my existing accounting team?
Absolutely. Our fractional CFOs are experienced at collaborating with internal bookkeepers, controllers, and external accountants. We often help elevate your existing team's capabilities while providing the strategic oversight they need.
What industries do your fractional CFOs specialize in?
Our Dallas-based team has deep experience across technology, professional services, healthcare, manufacturing, real estate, and retail. We match you with a CFO who understands your industry's unique financial challenges.
How quickly can you start?
Most engagements begin within 1-2 weeks of signing. We start with a comprehensive financial assessment to understand your current state and identify immediate opportunities for improvement.