Serving Tulsa and northeastern Oklahoma
Fractional CFO and CMO — Tulsa and Green Country
Local Fractional provides partner-led fractional CFO and CMO services to Tulsa 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 remote-first to Tulsa businesses, with travel for board meetings, planning, and other key on-site moments. Co-founders Chris Gauvin and Taber Wetz lead every engagement directly.
Senior-level financial and marketing leadership for Tulsa growth-stage businesses. Oklahoma roots, Texas bench, nationwide experience — scaled to fit a mid-market P&L.
Why Tulsa businesses work with Local Fractional
Tulsa is one of Oklahoma’s most distinct business markets — a serious manufacturing and distribution base, an expanding technology corridor, an energy sector that has learned to run leaner than it used to, and a philanthropic and civic culture that shapes how business actually gets done here.
The companies that thrive in Tulsa tend to be operator-led, long-horizon and relationship-driven. That is exactly the kind of owner we do our best work with. Our co-founder Taber Wetz is an Oklahoma State graduate out of the Spears School of Business, so Oklahoma is home ground rather than an expansion market.
We work with Tulsa-area businesses roughly in the $2M–$50M range — trades, manufacturing, logistics, SaaS and professional services — where the books record what happened but nobody can say what cash looks like in thirteen weeks. Every engagement is led personally by a founding partner, with controller-level support underneath where the books need rebuilding rather than just reporting.
We are not a productised firm pumping out templated deliverables. We sit in your leadership team, own the numbers, and help you make the decisions that actually move the business. See how the engagement model works.
The Tulsa Business Landscape
Tulsa’s economy runs on a broad base of trades, manufacturing, logistics, and an increasingly diversified services sector. Downtown revitalization, Route 66 redevelopment, and initiatives like Tulsa Remote have attracted a new generation of entrepreneurs and investors to the metro — and the existing operator base has produced some of the country’s most resilient mid-market companies.
For trades and home-services companies, Tulsa’s growth curve is a familiar story: a founder-operator building a $3M–$15M business who has outgrown their bookkeeper, has no real forecasting infrastructure, and is trying to manage cash flow, pricing, and crew scheduling all at once. A fractional CFO steps in, installs a 13-week cash flow and a KPI scorecard the team can actually run the business from, and frees the owner to focus on growth instead of fighting fires.
For manufacturing and distribution companies, the operating complexity sits in the numbers — inventory turns, contribution margin by SKU, customer concentration risk, and the cash conversion cycle. These are exactly the areas where a fractional CFO delivers outsized returns in a short engagement.
For professional services, SaaS, and consumer brands — segments where Tulsa is gaining real momentum — the question is often how to package the business for a raise or an exit. Clean financials, defensible unit economics, and a credible growth plan are the difference between a conversation and a close.
Tulsa and Green Country Areas We Serve
The Tulsa metro and Green Country are served as one market on identical terms — no travel surcharge, and no difference in access between a downtown client and one in Bartlesville.
Downtown, Blue Dome & the Arts District
Professional services, creative studios and hospitality. Project-level profitability and margin by location are usually the reporting that is missing rather than the reporting that is wrong.
Midtown & Cherry Street
Medical practices, professional services and established owner-operated businesses. Frequently first-time CFO engagements where the immediate need is a close that closes on time and a 13-week cash view.
Broken Arrow
Manufacturing, distribution and a deep base of family-held operators. Inventory timing and customer concentration carry most of the cash risk, and neither is visible on a standard P&L.
Owasso & north Tulsa 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.
Jenks, Bixby & Glenpool
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.
Sand Springs, Sapulpa & the western corridor
Light industrial, metals and transport. Equipment financing decisions and the cash timing around them drive more of the finance workload than anything on the P&L.
Catoosa & the Port of Catoosa corridor
Logistics, warehousing and industrial suppliers tied to inland navigation. Long lead times and milestone billing make cash timing the whole of the problem.
Claremore, Coweta & Bartlesville
Energy services, manufacturing and rural-serving operators. Cyclical revenue means a forecast built on a trailing average flatters the top of a cycle and misleads at the bottom.
Services Available to Tulsa Businesses
Fractional CFO
Cash flow planning, forecasting, and strategic financial leadership.
Fractional CMO
Revenue-focused marketing strategy and brand positioning.
Exit Planning
Sell-side advisory and buyer-ready positioning.
72-Hour Cash Flow
Complete cash flow analysis delivered in 72 hours.
SMB Acquisition
Buy-side advisory and financial due diligence.
Industry Specialists
HVAC, plumbing, electrical, roofing, professional services.
Also Serving the Region
What does a fractional CMO do for a Tulsa business?
The job in a sentence: make marketing answerable. A fractional CMO owns the positioning, the offer, and the channel budget, and reports against revenue rather than impressions, which changes which work gets done.
It is run by our marketing partner as its own engagement. Alone, it brings the leadership. Beside the CFO work, it also brings proof, because the finance side verifies what the marketing numbers claim.
Tulsa engagements often share a shape: growth came from reputation and long relationships in a market where everyone knows everyone. That works until a key relationship retires or a better-funded competitor arrives, and the absence of anything repeatable becomes the binding constraint.
See how the fractional CMO engagement works, or read about the CFO side if finance is the more urgent gap.
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.
Tulsa and Green Country — Common Questions
What fractional CFO services are available in Tulsa, OK?
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.
What is CFO consulting, and is it the same as a fractional CFO?
Consulting usually means a defined project with an end date — a forecast built, a system implemented, a transaction supported. A fractional CFO is an ongoing seat: the same person, every month, owning the numbers rather than delivering a piece of work and leaving. We do both, and we will tell you honestly which one your situation calls for.
Are you actually connected to Oklahoma?
Our co-founder Taber Wetz is an Oklahoma State graduate out of the Spears School of Business, so Oklahoma is home ground rather than an expansion market. We do not keep a staffed office in Tulsa and we are not going to pretend otherwise — the work runs remote-first with travel for the moments that warrant it.
Do you serve Broken Arrow, Owasso, Jenks and Bartlesville?
Yes, on identical terms. There is no travel surcharge and no difference in access between a downtown Tulsa client and one in Bartlesville or Claremore.
How much does a fractional CFO cost in Tulsa?
We price on scope rather than on location, so Oklahoma rates match our Texas rates. Most engagements land well below the fully loaded cost of a full-time CFO once salary, bonus, benefits and payroll taxes are counted.
Do you offer fractional CMO services in Tulsa as well?
Yes, and it is a separate discipline led by our marketing partner rather than a CFO wearing a second hat. It runs alongside a CFO engagement or entirely on its own.
We are an energy-services business. Does cyclical revenue change the approach?
It changes the forecast fundamentally. A model built on a trailing twelve-month average flatters the top of a cycle and misleads badly at the bottom, which is precisely when the forecast matters most. The work is to build the actual cycle into the model and then run the cash view against it.
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.
Ready to Talk?
No pitch, just a conversation about your business and where you want to take it. We will figure out together if there is a fit.
Book a Free ConsultationOr email info@localfractional.com