Collin County
Fractional CFO and CMO — Plano, TX
Local Fractional provides partner-led fractional CFO and CMO services to Plano businesses generating $2M–$50M in revenue. The Fractional CFO Partnership is a flat $5,000–$10,000+/month retainer (with a lighter $2,500/month Fractional Executive Advisory tier for businesses with clean books), delivered in person across Plano and the wider Dallas–Fort Worth metroplex. Co-founders Chris Gauvin and Taber Wetz lead every engagement directly.
Financial and marketing leadership in the heart of the North Texas growth corridor.
Why do so many Collin County businesses outgrow their bookkeeper at the same point?
Because the growth curve here is unusually steep. Collin County has absorbed corporate relocations, their supply chains and the service businesses that feed both, and a company can go from $3M to $15M in the time it takes to hire one more bookkeeper. The books keep up with recording what happened. They stop keeping up with informing what to do next.
That is the specific gap we work in, and it is the most common engagement we run: the business is profitable, growing and genuinely well managed, and nobody can answer what cash looks like in thirteen weeks or which service line actually earns. A monthly close you can trust and a rolling cash view come first. Strategy on top of numbers nobody believes is worth very little.
We are a Dallas–Fort Worth firm, so this is home ground rather than an expansion market — in-person is straightforward here rather than a logistics exercise. Every engagement is led personally by a founding partner, Chris Gauvin or Taber Wetz, with controller-level support underneath where the books need rebuilding rather than just reporting. See how the engagement model works.
Plano, Frisco and McKinney are neighbouring but genuinely different markets — corporate-adjacent professional services here, newer relocation-driven growth in Frisco, older family-held manufacturing in McKinney. Each has its own page: Frisco, McKinney and Denton County.
Plano and North Collin County
Collin County is served as one market on identical terms — no travel surcharge, and no difference in access between a Legacy West client and one in Celina. What changes between these areas is the stage the business is at.
Plano & Legacy West
Corporate-adjacent professional services, technology and the supplier base around the relocated headquarters. Entity-level consolidation and management accounts that survive a parent-company review are the standing asks.
Frisco
Some of the fastest business formation in the state, and with it companies whose growth has outrun their reporting by a year or more. The recurring need is a 13-week cash view before a growth decision gets made on instinct.
McKinney
Established family-held firms and second-generation operators alongside newer arrivals. Succession and exit readiness come up here more than elsewhere in the county, and both are years of work rather than a transaction.
Allen & Fairview
Owner-operated businesses in the $2M to $15M range, frequently first-time CFO engagements. The gap between outgrowing a bookkeeper and affording a full-time CFO is the whole of what we do.
Prosper, Celina & north Collin County
Construction, specialty trades and home services scaling with household growth. Job costing and work-in-progress schedules are almost always the gap between the books and reality — see our construction and contracting practice.
Richardson & the Telecom Corridor
Technology, engineering and B2B services. Reporting here is built around recurring revenue, churn and unit economics rather than utilisation, and it has to survive an investor reading it line by line.
Wylie, Murphy & Sachse
Distribution, light industrial and local operators. Inventory timing and customer concentration carry most of the cash risk, and neither is visible on a standard P&L.
Little Elm & The Colony
Fast-growing retail, hospitality and service businesses. Multi-location margin comparison is usually the first thing that changes decisions, and usually the first thing missing.
What does a fractional CMO do for a Plano or Frisco business?
Strategy, not deliverables. A fractional CMO decides who the company sells to and why they should pick you, then holds every channel and vendor to a revenue number. The agencies and freelancers keep doing the production work; the difference is that now somebody directs it.
A separate discipline with its own leader, our marketing partner. Engage it alone or beside the CFO work. The combination is where it earns its keep: marketing knows the spend, finance knows the result, and one report holds both.
Collin County engagements often share a shape: growth so far has come from a booming local market rather than from anything the business did deliberately. That works until the market cools or a better-funded competitor arrives, and the absence of a repeatable acquisition system becomes the binding constraint.
How the CMO engagement works, with current pricing, is one click away. If finance is the louder problem this quarter, begin with the CFO side.
Who you will actually work with
Worth being concrete about, because it is the difference that matters most. A great many firms match you to a consultant from a bench, and the person who wins the engagement is not the person who runs it. Here every engagement is led personally by a founding partner — the same person in month one and in month thirty.
Chris Gauvin
Co-Founder & Fractional CFO
Leads finance engagements personally — monthly close, cash-flow forecasting, lender and board reporting, and exit preparation.
Taber Wetz
Co-Founder & Fractional CFO
Leads finance engagements personally, with a focus on forecasting, pricing and margin work, and preparing a business to be sold.
Melissa Valdez
Fractional CMO
Leads the marketing practice — positioning, channel mix and the funnel maths that says which spend actually produced revenue.
Explainers
The questions that come up before anyone signs anything, answered in one picture each.
Fractional vs Interim vs Full-Time CFO
Three different instruments. Which one your situation actually calls for.
What a Fractional CFO Costs
The three tiers, what each includes, and why we price on scope not location.
CFO + CMO: Who Owns What
Two silos, one bridge. Marketing knows what it spent; finance knows what came back.
Your First 90 Days
Books cleaned, a cash view you can rely on, then the decisions those two change.
The 13-Week Cash Flow Forecast
Cash in, cash out, and the balance week by week — far enough ahead to act.
Plano, Frisco, McKinney and Allen — Common Questions
What fractional CFO services are available in Plano, TX?
Monthly close and management reporting, 13-week cash-flow forecasting, budgeting and variance analysis, KPI scorecards, lender and board reporting, pricing and margin work, and exit or sale preparation. Engagements run as a fixed monthly scope rather than an hourly rate, so the cost is predictable from month one.
Do you serve Frisco, McKinney and Allen as well as Plano?
Yes, and we treat Collin County as one market rather than as Plano with suburbs attached. There is no travel surcharge and no difference in access between a Legacy West client and one in Celina. The businesses differ by stage more than by geography — newer high-growth operators in Frisco and Prosper, established family firms in McKinney — but the finance problem arrives in much the same shape.
We are a small business in Plano. Are we too small for a fractional CFO?
The usual threshold is not revenue but complexity. If you can answer what cash looks like in thirteen weeks and which service line actually earns, you may not need one yet. If you cannot, and the business is somewhere between $2M and $15M, that is precisely the range where this works — and there is a lighter advisory tier for businesses whose books are already clean.
How much does a fractional CFO cost in Plano?
We price on scope rather than on location, so Collin County rates match our Dallas rates. Most engagements land well below the fully loaded cost of a full-time CFO once salary, bonus, benefits and payroll taxes are counted.
Are you actually local to Plano, or based somewhere else?
We are a Dallas-Fort Worth firm, so Collin County is home ground rather than an expansion market. In-person is straightforward here rather than a logistics exercise. The day-to-day work runs the way it does for all our clients: scheduled working sessions, shared dashboards and direct access to your accounting system.
Do you offer fractional CMO services in Plano and Frisco as well?
Yes, and it is a separate discipline led by our marketing partner rather than a CFO wearing a second hat. Collin County engagements often share a shape: growth has come from a booming local market rather than from anything deliberate, and that stops working when the market cools or a better-funded competitor arrives.
Our books are fine. Do we still need a CFO?
Possibly not, and we will say so. Clean books mean the controller-level work is done, which is genuinely most of the pain. What a CFO adds on top is forward-looking: the forecast, the pricing decision, the capital structure, the readiness for a sale or a raise. If that is what you need, the lighter Fractional Executive Advisory tier is usually the right entry point.
What happens in the first ninety days?
Unglamorous things, mostly. A close that closes on time, a 13-week cash view you can rely on, and a short list of the decisions those two change. We would rather earn the strategic conversation than open with it.
What we hear from Plano owners
The Plano operator profile, in one paragraph
Plano's corporate HQ density (Toyota, Liberty Mutual, JPMorgan, FedEx Office) creates a different operator profile than Dallas proper — more SBA-7(a) acquisition activity, more partnership and shareholder cleanup, and more revenue-mix questions tied to corporate-services demand. The fractional CFO engagement in Plano often starts with 'I bought this business 18 months ago and the books don't tell me what I need to know'.
The three questions we hear most from Plano owners
I just acquired this business — how do I rebuild reporting that actually reflects what I bought?
The first 90 days post-close are when you set the operating cadence. We re-cut the chart of accounts, set the KPI dashboard, and rebuild the 13-week cash forecast — the three things every SBA-financed acquirer wishes they had on day one.
How do I deal with a partnership where one partner runs ops and the other runs sales?
Multi-partner Plano businesses often have informal compensation arrangements that look fine until someone wants to sell. We help formalize the comp, the K-1 split, and the buy-sell economics before it becomes a problem.
What is my real exit number — and how do I move it?
Plano corporate-services operators in the $2M–$50M range are squarely in the PE inbound zone. The cleanup work that moves the multiple by 1-2 turns is the same work that makes the business easier to run while you own it.
Industry-Specific Plano Pages
Led by Chris Gauvin and Taber Wetz. See the full about page or client results.
Also Serving Across DFW
Ready to Talk?
No pitch, just a conversation about your Plano business.
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