Fractional CFO services for Dallas companies that have outgrown the bank balance.

What Dallas companies run into

Dallas-Fort Worth is the largest metro in Texas. Its economy is broad: financial services, real estate, healthcare, distribution and a deep bench of privately held companies that grew without outside capital.

Those companies tend to share a pattern. The founder built the business on instinct and relationships. Revenue grew, and the finance function stayed where it was when the company was a third of the size.

Dallas also has an active lending and private equity market. That is an opportunity when your numbers are ready and a problem when they are not. A lender or buyer will ask questions your bookkeeping was never built to answer.

Signs your Dallas business needs a fractional CFO

• A lender or private equity group asked for a forecast, and nobody inside the company could build one.
• Margins are shrinking and you cannot explain why.
• You are profitable on paper and still short of cash at the end of the month.
• A surprise tax bill arrived that nobody saw coming.
• Your controller closes the books on time, but nobody turns them into decisions.

If two or more of these sound familiar, the problem is rarely effort. It is that the finance function was built for a smaller business.

Fractional CFO services for Dallas companies

• Fractional CFO LeadershipA dedicated CFO backed by a Senior CFO who reviews the work.
• Cash Flow StrategyA 13-week rolling forecast, updated weekly, so tight weeks show up early.
• Capital and Transaction AdvisoryDebt structuring, equity raises, M&A and exit readiness.
• Financial Reporting and DashboardsA monthly close and the handful of numbers that run the business.
• Strategic Financial PlanningBudgets and long-range plans tied to the forecast you use.
• Financial AssessmentsA fixed-fee review in three to four weeks, $5,000 to $10,000.

Dallas businesses we serve

• Growth-stage companiesMargin compression you cannot explain and cash that does not track profit. We find where the margin went and build the plan to win it back.
• Companies raising capitalLender-ready financials, the model and the narrative behind them. We prepare the materials and sit beside you in the meetings that decide the outcome.
• Healthcare and professional practicesProfitability by provider, location and service line, so growth decisions rest on real margins. When a sale is on the horizon, the numbers are already diligence-ready.
• NonprofitsFund accounting, grant compliance and board reporting. Your board sees the numbers clearly, and your funders get reports they trust.

How much does a fractional CFO cost in Dallas?

We price by scope on a monthly retainer, not by the hour, so your cost does not rise in a complicated month. Clients typically spend 30 to 40 percent less than a full-time CFO, who costs $200,000 or more a year in salary, benefits and bonus.

For a smaller first step, a Financial Assessment is a fixed fee of $5,000 to $10,000, scoped in advance and delivered in three to four weeks. The price in the engagement letter is the price you pay. See how our pricing works.

How a Dallas engagement runs

We work on a weekly cash rhythm and a monthly close. Your CFO prepares the forecast, flags the decisions it raises, and walks you through the month in plain language.

For the moments that need a room, such as a lender meeting, an annual plan or a board session, we come to you. Everything else runs on video and shared reporting, so you are not paying for drive time.