Our Services
Strategic Guidance for Growth and Success
Dallas Fractional CFO partners with leadership teams to drive meaningful growth and operational efficiency. Through our tailored fractional CFO, HR and management services, we provide the financial insights, strategic processes, and executive-level support your business needs to overcome challenges, optimize operations, and achieve long-term success. Whether you’re looking to scale, streamline, or prepare for a strategic exit, we’re here to guide you every step of the way with cashflow planning, banking relationships, revenue insights and how to seek new channels for faster growth.
Basecamp
Reporting & Analysis
Our Basecamp service is designed to provide a solid foundation for your business. Through monthly strategic sessions and financial reviews, we help you stay on course by addressing current performance and identifying pain points that could hinder future growth.
At this level, we focus on uncovering inefficiencies and offering high-level insights into your financial health. With each session, you’ll gain clarity on your position and discover opportunities for improvement. Whether you’re beginning to explore growth options or laying the groundwork for an exit strategy, this service ensures your business is moving forward with focus and precision.
Basecamp relies on your staff for all accounting duties up to providing us with a closed set of books monthly to base our data analytics and allow us to provide you with insights to grow and streamline your business. We will always offer advice to your staff if we see a need to help them provide more accurate books.
As little as $1,500 per month for qualified companies
Trailblazer
fCFO
Our Trailblazer service takes you beyond the basics by adding weekly leadership team check-ins and offering enhanced financial planning and analysis (FP&A). In addition to monthly strategy sessions, we provide in-depth projections and management reports that deliver detailed insights with our custom growth strategies and operational improvements.
Through collaborative problem-solving, we identify inefficiencies and develop processes to improve business performance. This service gives your leadership team the tools to implement strategies that will optimize resources and drive sustainable growth. Whether refining internal operations or pursuing an exit strategy, we help blaze a path that aligns with your business’s long-term goals.
This service is ideal for a company with a bookkeeper who needs our CFO leadership to oversee the monthly accounting and reporting process. This would include a weekly check-in for mid-month updates and troubleshooting with your accounting team. Trailblazer allows us to scope and take lead over 2-3 focus items each quarter to advance your company and meet your goals with a fCFO fully engrained in your month-to-month operations or taking over the finance seat if you run an EOS or other business operating system.
Trailblazer is a custom scoped approach that provides you with weekly access to a dedicated fCFO to coach and lead your finance/accounting team. This also brings that seasoned executive into the leadership meetings providing historical perspectives, a vast network and strategic insights necessary to get your business to the next level.
Priced $5,000-$7,500+ per month
Vanguard
Full Team Approach
The Vanguard service offers an all-encompassing, executive-led approach to strategic growth and operational excellence. This package includes everything from our Trailblazer level, but also brings direct collaboration with our Local Fractional team as needed. This may include a CFO-led Controller or Bookkeeper to oversee financials, manage the Chart of Accounts, reconcile the balance sheet, and provide leadership on day-to-day bookkeeping functions. We may also provide services from our bench of fractional providers in HR, marketing or operations to ensure you have the pieces necessary to meet your needs.
With Vanguard you get a custom tailored team to meet every aspect of your high-growth business.
We work hand-in-hand with your financial team to identify inefficiencies, optimize workflows, and uncover new growth opportunities. Our custom built teams drive business growth while maintaining a sharp focus on financial accuracy and strategic foresight. Whether you’re aiming for aggressive expansion or preparing for a strategic exit, Vanguard ensures your business is equipped with an executive-led team and proven processes to navigate complex challenges and achieve your most ambitious goals.
Priced $7,500+ per month.
