Driven by Results, Backed by Experience.
Grew a staffing company from $250K to $40M in annual revenue in just four years.
Led a staffing startup to over $5M in revenue across 20+ states within 18 months.
Our leadership team brings decades of expertise in accounting, finance, and HR—empowering businesses with holistic financial guidance.
Why Dallas Businesses Choose a Fractional CFO
Hiring a full-time CFO in Texas, someone with finance leadership experience, forecasting skills, and a strategic mindset, typically costs $300,000+ per year in salary and benefits. With overhead like recruitment, benefits, and bonuses, that price explodes quickly.
A Virtual CFO flips the script:
- Financial leadership only when you need it
- Flexible service models — part-time CFO services, project-based, or retainer
- Cost savings of up to 50% or more compared to a full-time CFO
- Strategic planning and growth support tailored to your goals
That means Dallas business owners get expert financial planning, reporting, forecasting, and decision support that actually drives results, without long-term commitments.
What We Deliver — Comprehensive Outsourced CFO Services in Dallas
Strategic Financial Planning & Forecasting
We build realistic forecasting models and financial strategies that empower you to plan for growth, expansion, and future investments. This includes forecasts, scenario planning, and predictive cash flow modeling.
Cash Flow Management & Profit Improvement
From cash flow diagnosis to execution of improvement strategies, we help Dallas businesses stop leaks, manage working capital, and ensure liquidity during slow growth cycles.
Monthly Financial Reporting & KPI Tracking
We create clear, actionable dashboards that show financial performance at a glance, no confusing accounting jargon, just the metrics that matter.
Budgeting & Operational Alignment
Strong budgets and aligned operations drive profitability. We refine your expense structures, streamline departments, and align financial planning with strategic priorities.
Fundraising & Investor Readiness
Preparing for capital raises requires clean books, credible projections, and persuasive investor decks. Our CFOs help position your business for financing with confidence.
Financial Process & Systems Optimization
Good data starts with good systems. We optimize workflows, accounting platforms, and processes that improve reporting accuracy and reduce cycle times.
The Dallas Advantage: Local Expertise, Strategic Insight
Choosing a financial strategy advisor for your business in Dallas, TX means working with professionals who understand the DFW market, local financing environment, and growth drivers across industries. Whether you’re in tech, healthcare, retail, professional services, or manufacturing, expert financial leadership gives you a competitive edge.
Business Types We Serve
- Dallas startup, and small businesses ready to scale
- Tech startups seeking growth capital
- Marketing, creative, and professional services
- Real estate and construction firms
- eCommerce companies facing profitability challenges
Proven Results That Speak for Themselves
Clients who engage a seasoned CFO often see benefits such as:
- Clear financial reporting that drives better decisions
- Stabilized cash flow and reduced operating risk
- Growth-ready budgeting and forecasting
- Strategic financing and investor appeal
- Scalable financial operations
Typical Part-time CFO Pricing in Dallas, TX
Part time or Virtual CFO pricing varies based on engagement type and business size, but common structures include:
- Monthly Retainers: $5,000 – $15,000 per month
- Hourly Consulting: $150 – $350+ per hour for specific tasks
- Project-Based Fees: Customized quotes for defined deliverables.
Unlike a full-time CFO wage (often $200,000+ base, plus benefits), fractional arrangements let you pay only for the time and expertise you need.
Contact Nevel Level CFO for Exact Cost
When Your Business Is Ready for a Fractional CFO
Here are clear signs that a fractional CFO partnership will benefit your Dallas business:
- You can’t explain your cash position with confidence
- Financial reports aren’t telling a clear story
- You plan to scale or expand into new markets
- You need help with capital raises or investor talks
- Budgeting and forecasting feel overwhelming
- You want clearer financial metrics and KPI tracking
Testimonials
Get Started - Your Financial Leadership Partner in Dallas, Texas
You’ve built an incredible business, now it’s time to give it the financial strategy it deserves.
Book a Free Strategy Session with Roger, an experienced Fractional CFO consultant in Dallas, Texas. We’ll:
- Review your financials
- Identify growth blockers
- Show you a clear path to stronger financial health
- Tailor a budget-friendly plan for immediate impact
Transform uncertainty into clarity. Get the financial leadership your business needs to thrive — without the executive payroll.
Dallas Fractional CFO — Strategic Financial Leadership That Scales With You.
No long-term contracts. No traditional salary premiums. Just real CFO expertise when you need it.
Frequently Asked Questions
What does a Fractional CFO actually do for my business?
A part-time CFO services provides senior-level financial leadership without the cost of a full-time executive. This includes cash flow planning, financial forecasting, budgeting, performance tracking, and strategic decision support. The goal is to give business owners clear financial direction and confidence when making growth decisions.
How is a Part-time CFO different from a bookkeeper or accountant?
Bookkeepers and accountants focus on recording transactions and preparing financial statements. An experienced fractional CFO looks forward, analyzing data, identifying risks, improving profitability, and guiding long-term strategy. Many Dallas, Texas based businesses use all three, with the CFO role tying everything together.
Is a CFO advisory service worth it for a small or growing business?
Yes. Many small and mid-sized businesses reach a point where financial decisions become too complex to manage alone, but hiring a full-time CFO doesn’t make financial sense. A Fractional CFO offers the right level of expertise at a manageable cost, especially during growth, expansion, or financial restructuring.
How much time does a Fractional CFO typically spend with a company?
It depends on your needs. Some businesses require a few hours per week, while others benefit from deeper involvement during high-growth or fundraising phases. The engagement is flexible and scales up or down as your business evolves.
Can a Fractional CFO help with cash flow problems?
Absolutely. Cash flow management is one of the most common reasons Dallas businesses seek Fractional CFO services. This includes identifying cash leaks, improving collections, managing expenses, and creating forecasts that prevent surprises.
Do you work with startups and established companies?
Yes. Fractional CFO services are ideal for startups preparing for funding, as well as established businesses looking to improve profitability, streamline operations, or plan for expansion. The approach is always tailored to your business stage and goals.
How do I know if my business is ready for a Fractional CFO?
If you’re unsure about cash flow, struggling to interpret financial reports, planning growth, or making big financial decisions without clear data, it’s likely the right time. A consultation can quickly determine whether a Fractional CFO will add immediate value.
