CFO-Level Strategy. Without the CFO Salary.
Cash-flow visibility, sharper margins, and confident decisions for growing businesses doing $2M–$50M.
Revenue Is Up. So Why Does Cash Feel Tight?
You've built something real. But growth has outpaced your financial visibility.
What You Get
12-Month Rolling Cash-Flow Forecast
See shortfalls and surpluses months ahead, not after the fact.
Custom KPI Dashboard
The 8–12 numbers that actually run your business, updated monthly.
Profitability & Margin Analysis
Find out which customers, products, and divisions make money, and which drain it.
Debt & Capital Strategy
Restructure existing debt, secure better terms, and plan capital allocation.
Budgeting & Scenario Planning
Model hires, price changes, and expansion before you commit.
M&A and Exit Readiness
Clean financials, quality-of-earnings prep, and valuation positioning for a sale or acquisition.
Board & Lender Reporting
Investor-grade reporting that builds credibility.
Built for the industries that run Texas: construction, healthcare and dental practices, manufacturing, restaurants, energy and real estate. See the industries we serve →
Fractional vs. Full-Time CFO
| Full-Time CFO | Our Fractional CFO | |
|---|---|---|
| Annual cost | $200K–$350K+ with benefits | A fraction of that |
| Commitment | Long-term hire | Flexible monthly engagement |
| Experience | One background | Team-level depth |
| Start time | Months to recruit | Weeks |
How We Engage
Strategy Session
We learn your business, goals, and pain points.
Financial Diagnostic
We assess your numbers, systems, and gaps.
Monthly CFO Partnership
Forecasts, dashboards, and a standing strategy meeting.