Fractional CFO Services — Dallas, TX

A fractional CFO provides part-time, senior-level financial leadership. They handle cash flow planning, financial forecasting, KPI development, and strategic guidance without the cost of a full-time executive.

A bookkeeper records transactions. A fractional CFO interprets the numbers, builds forecasts, guides strategic decisions, and sits in your leadership meetings.

Typically businesses between $2M and $20M in revenue. Large enough to benefit from strategic financial leadership, but not yet ready for a $250K+ full-time CFO.

Our Fractional Executive Advisory tier starts at $1,500/month for strategic mentorship. Fractional CFO Partnership engagements run $5,000–$10,000/month flat retainer for embedded executive leadership. A full-time CFO in Dallas-Fort Worth typically costs $180K–$300K+ in salary alone — our model is roughly 30–40% of fully loaded cost for 80–120%+ of the day-to-day impact in the $2M–$50M revenue range.

A CPA is focused on tax compliance, reporting, and auditing the past. A fractional CFO is focused on the future — cash flow planning, strategic financing, pricing strategy, capital decisions, and executive-level counsel on where the business is going. Most growing companies need both, not one instead of the other.

Yes — it's the most common reason we're hired. We build rolling 13-week cash flow forecasts, stress test scenarios, identify trapped working capital, and install the reporting rhythm that keeps leadership ahead of cash events instead of reacting to them.

"Proper recordkeeping and understanding your business finances are essential to long-term survival and growth. The IRS recommends maintaining complete financial records to support income, deductions, and credits."

— IRS Publication 334, Tax Guide for Small Business

Absolutely. Exit preparation is one of our core strengths. We clean up financials, install the reporting and KPI discipline buyers expect, defensibly normalize EBITDA, build the data room, and work alongside M&A advisors and attorneys through diligence and close. Typical readiness work starts 12–24 months before a planned transaction.

We tie the engagement to measurable outcomes from day one: cash runway extended, margin improvement, successful capital raise, EBITDA lift, faster close cycle, or exit readiness. Before we start, we agree on the 2–3 business outcomes that define success, then report against them monthly.

Prioritize firms with operational depth in your revenue range and industry, a track record of measurable outcomes (not just strategy decks), and the ability to extend beyond finance — because growth-stage businesses rarely need a CFO in isolation. Local Fractional was built around that specific gap for Dallas-Fort Worth businesses.

Local Fractional uses two clear tiers for Dallas-Fort Worth businesses. The Fractional Executive Advisory tier starts at $1,500/month for high-level strategic mentorship and up to twice-monthly review meetings — best for businesses that maintain clean, current bookkeeping. The Fractional CFO Partnership runs $5,000–$10,000/month flat retainer for embedded executive leadership including 13-week cash flow, KPI scorecards, EOS/Traction integration, and bank-line structuring. Bookkeeping and controller-level support are available through strategic partners. Call 214-702-2010 for a 20-minute scoping conversation.

Most Local Fractional engagements begin within 5–10 business days of signing. We run a 20-minute scoping call, send a scoped engagement letter within 48 hours, and schedule the kickoff the following week. Urgent situations — a covenant breach, a pending lender meeting, a buyer LOI — can compress to 48–72 hours. Our 72-Hour Cash Flow Analysis is purpose-built for exactly those moments.

No — and you wouldn't want that. A bookkeeper records daily transactions, reconciles accounts, and keeps the ledger accurate. A fractional CFO needs that clean ledger as the foundation for forecasting, strategy, and executive decision-making. We work alongside your bookkeeper or recommend one if you need to upgrade. If your current bookkeeping is the bottleneck, we will say so on our first call and help you fix it before spending CFO-rate hours on bad data.

Most Local Fractional clients see concrete ROI within 60–90 days. Early wins typically include a rolling 13-week cash flow forecast, freed-up working capital, pricing or margin corrections, and a weekly reporting rhythm that ends surprise decisions. Strategic ROI — successful capital raise, EBITDA lift, acquisition close, or exit readiness — compounds over 6–24 months. We agree on 2–3 measurable outcomes before kickoff and report against them monthly.

Yes — trades and manufacturing are a core focus. We work with HVAC, plumbing, electrical, roofing, and general construction companies across Dallas-Fort Worth, plus manufacturing and distribution operations. Our team understands job costing, WIP accounting, percentage-of-completion revenue, fleet and labor capacity, and the PE roll-up activity now sweeping the trades. Our co-founder Taber Wetz integrates with EOS-run shops as the finance seat so owners can stay in the operator role.

Most growing companies need both. Your CPA files taxes, handles compliance, and reports on the past. A fractional CFO sits inside your business looking forward — cash flow planning, pricing strategy, capital raises, margin expansion, and exit readiness. The two roles are complementary, not competitive. We collaborate directly with your existing CPA firm and often make their job easier by delivering cleaner financials at year-end.