2022 Reviews

Top Fractional CFOs in Dallas - 2022

LAST UPDATED 6 Oct, 2022
Filter (20) Companies
All Filters
Filters

List of the Top Fractional CFOs in Dallas

Wimgo takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports.

New Life CFO

Service Focus
7% Turnaround Consulting
25% Accounting
16% Budgeting
2% M&A Advisory
31% Capital Raising
19% Other Finance
Service Focus
7% Turnaround Consulting
25% Accounting
16% Budgeting
2% M&A Advisory
31% Capital Raising
19% Other Finance
New Life CFO is the head fractional CFO entrepreneurship firm in the Dallas Metroplex, serving over $100M under administration. Let us gain your trust and help you get. Schedule a consult today. At New Life CFO, we help companies flourish, providing strong operational leadership and economic expertise to prepare your entries for rain.

vcfo Dallas

Service Focus
21% Turnaround Consulting
12% Accounting
15% Budgeting
19% M&A Advisory
10% Capital Raising
23% Other Finance
Service Focus
21% Turnaround Consulting
12% Accounting
15% Budgeting
19% M&A Advisory
10% Capital Raising
23% Other Finance
Since the VCFO Dallas office opened in 2002, our virtual CFO support team has developed a character for giving excellent project-based or fractional supporters to middle-market and larger corporations throughout the Dallas-Fort Worth Metroplex. We appropriate an efficient, high-impact path. Our human resources and economic advisers carefully listen to customers’ issues and concerns.

NOW CFO

Service Focus
2% Turnaround Consulting
33% Accounting
9% Budgeting
16% M&A Advisory
34% Capital Raising
6% Other Finance
Service Focus
2% Turnaround Consulting
33% Accounting
9% Budgeting
16% M&A Advisory
34% Capital Raising
6% Other Finance
NOW CFO has developed fame as skilled executives specialists and economic investigators with an entrepreneurial vision and focus. We bring these features to our customers to help create continued achievement. Our advisors partner with our customers to create this conclusion. This team mentality has built relationships with our customers who are universally valued throughout the company world.

Frequently Asked Questions About Fractional CFOs

Generally, a fractional CFO engagement tends to last about 3 months, it could also be much longer depending on if the CFO is being replaced. That being said, there have been cases where a fractional CFO engagement lasted from 6 months to about 5 years. There are even some arrangements that have lasted indefinitely. However, when it comes to engagements, the most common ones tend to last 1 to 2 years.

Fractional CFOs are able to work either remotely or on-site. This is typically dependent on the retainer agreement drawn up. It could also be that the fractional CFO would split their time between working on-site and working remotely, however, this tends to depend on the demands of the business or project.

With a fractional CFO, you do not have 24/7 access to them, as the rest of their time would have to be spent attending to their other clients. Additionally, they are unable to concentrate solely on your business and that could lead to your business not getting as much information as it would in the case of a traditional CFO.

Hiring a fractional CFO can mean cost savings to the business, as benefits, equity and profit-sharing agreements typically entered into with a traditional CFO are null and void.

 

A fractional CFO can improve cash flow by doing the following:

  • Introducing strategies that prompt clients to pay their invoices quicker
  • Ramp up collections in order to expedite payment receipts.
  • Cooperate with creditors and banks to manage lines of credit

 

They can also improve profit margins by doing the following:

  • Tracking spending by analysing things that are needed with things that aren’t
  • Reviewing financial statements at a high level enabling the organisation and its team members to concentrate on more pressing matters
  • Working with leadership to create a budget
  • Analysing monthly data to determine where profits are generated from.

A CFO has numerous duties, from deciding when and where company funds are invested to financial reportage. It is the duty of a CFO to oversee a business’s capital structure, determine the appropriate equity debt mix as well as internal financing. One of the most integral duties of a CFO, however, is to address any issues surrounding capital structure.

Money management as well as an understanding of the business’s industry is a key trait for a fractional CFO.
Trustworthiness paired with logic is another key trait a fractional CFO should have, considering that it would be their job to manage the financial actions of a business. They would need to be trustworthy in order to analyse the organisation’s financial strengths and weaknesses, track cash flow, and propose corrective actions.
A fractional CFO needs to have strong leadership capabilities, as they have to be able to effectively communicate with the team, develop a vision for the future, and also share important information.
A fractional CFO should also be results-oriented. This means being able to set goals for the company which the finance team can work towards. It also involves discovering ways to measure outcomes and holding people accountable when those goals aren’t met.

A fractional CFO should be a strategist, being able to assist the CEO in novel opportunities, becoming more strategic, and taking on a role more akin to a business partner.
The fractional CFO should also be able to seamlessly translate the Key Performance Indexes of the company into integral information for the CEO, whilst also transforming the CEO’s strategy into an actionable plan. This plan also has to be communicated effectively to the rest of the organisation.
The fractional CFO should also have the skills of a spokesperson. They are not only responsible for financial issues, but they are also responsible for motivating the organisation to execute the company’s strategy and communicating with shareholders.
A fractional CFO should have broad technical knowledge in conjunction with financial management and reporting. This means they should understand the basics of investment, cash flow forecasting and much more.
A fractional CFO should also have the skills of a risk manager, especially as businesses become more international and complicated. They not only have to ensure compliance with a growing list of laws and regulations but they also need to recognise, assess, and respond to emerging and ongoing risks to the business.

Fractional CFOs tend to work on retainer agreements and the retainers usually range between $1,000 and $1,500 on the low end, $1,500 to $2,500 on the mid-end, and anywhere above $5,000 to $25,000 on the high end.

A fractional CFO costs tend to differ depending on the scope of work they do, the complexity and size of the business, the strength of the in-house finance team, and the business’s financials. A fractional CFO tends to cost on average anything from $3,000 to $10,000 per month. Fractional CFOs tend to charge an hourly rate range of $100 to over $250. However, this typically depends on the chosen tier of the fractional CFO. There are three tiers of remuneration, with the first being $50 to $125 per hour, the second being $125 to $150 and the third being $200 to about $350 per hour.

A fractional CFO (chief financial officer) can be defined as a CFO with experience who offers their services to companies on a contract, retainer, or part-time basis. This arrangement enables the company to have the expertise and experience of a qualified CFO without having to incur the traditional costs (bonuses, benefits, and salary) of a full-time CFO. A fractional CFO tends to work virtually with a goal to replace the full-time CFO on a temporary or permanent part-time basis.

Candy & Schonwald

Service Focus
4% Turnaround Consulting
25% Accounting
25% Budgeting
15% M&A Advisory
27% Capital Raising
4% Other Finance
Service Focus
4% Turnaround Consulting
25% Accounting
25% Budgeting
15% M&A Advisory
27% Capital Raising
4% Other Finance
Business proprietors, investors, and somebody rely on Candy & Schonwald’s organization of expert CPAs and tax specialists. This Dallas CPA firm has been giving comprehensive tax and accounting clarifications since 1976. Our friendly team is our most famous asset, and the entire organization stays up-to-date on the changing tax laws to provide you with insightful advice.

Need A Little Help?

Talk with a vendor expert for free. Get a list of companies
that will be great for you in just 15 minutes.

Talk to an Advisor

Waters Hardy & Co –

Service Focus
14% Turnaround Consulting
57% Accounting
17% Budgeting
3% M&A Advisory
0% Capital Raising
9% Other Finance
Service Focus
14% Turnaround Consulting
57% Accounting
17% Budgeting
3% M&A Advisory
0% Capital Raising
9% Other Finance
Welcome to Waters, Hardy, and Company, P.C. If you are resembling for a mixture of own co-operation and expertise, you have come to the accurate place. Our Dallas CPA firm has built our practice at a time, and we encourage that you will be more than a billing system to our CPA firm.

J Chester & Associates, Inc

Service Focus
15% Turnaround Consulting
4% Accounting
19% Budgeting
18% M&A Advisory
21% Capital Raising
23% Other Finance
Service Focus
15% Turnaround Consulting
4% Accounting
19% Budgeting
18% M&A Advisory
21% Capital Raising
23% Other Finance
Our mission is to ensure the victory of our consumers by giving economic help in a secured regional climate by adequate professionals, being support for their company and personal requirements so that they have a certain state of consciousness. If you are resembling for a mixture of own co-operation and expertise, you have come to the correct place!

L&H CPAs and Advisors

Service Focus
2% Turnaround Consulting
27% Accounting
7% Budgeting
9% M&A Advisory
20% Capital Raising
35% Other Finance
Service Focus
2% Turnaround Consulting
27% Accounting
7% Budgeting
9% M&A Advisory
20% Capital Raising
35% Other Finance
Whether you want to eradicate wastefulness, defeat the tournament, or just begin at a more accelerated pace, our skilled professional specialists can help your business do it. Due to persistence co-operations, Economic judgment and forecasting, Profit-and-loss analysis, Competitive analysis, Tax minimization planning, Risk management, and compliance guidance. Our full-service accounting offerings help ease the load.

Gurian CPA Firm

Service Focus
16% Turnaround Consulting
16% Accounting
13% Budgeting
16% M&A Advisory
14% Capital Raising
24% Other Finance
Service Focus
16% Turnaround Consulting
16% Accounting
13% Budgeting
16% M&A Advisory
14% Capital Raising
24% Other Finance
We understand that it might be challenging to find a firm that satisfies your requirements, but we invite you to set us to the analysis. Give Gurian CPA Firm the possibility to showcase what we do most excellent so you can do what you do best-run your company. We are already giving accounting.

Ahuja & Clark, PLLC,

Service Focus
22% Turnaround Consulting
18% Accounting
26% Budgeting
6% M&A Advisory
18% Capital Raising
10% Other Finance
Service Focus
22% Turnaround Consulting
18% Accounting
26% Budgeting
6% M&A Advisory
18% Capital Raising
10% Other Finance
Ahuja and Clark (A&C) bring to their customers more than 20 years of tax advising, accounting knowledge, and advisory assistance. Our goal is to ensure that our customers receive excellent services that assist them in joining their intentions. Ahuja & Clark, PLLC focuses on bookkeeping, tax consulting, and compliance services, as well as assisting with administration consulting.

McKinnon Patten

Service Focus
6% Audit
13% Tax
44% Bookkeeping
24% Advisory
1% Other
11% Technology
Service Focus
6% Audit
13% Tax
44% Bookkeeping
24% Advisory
1% Other
11% Technology
Patten Thiebaud LLC is a Dallas based CPA firm presenting businesses, and somebody, beyond a broad array of enterprises and with different levels of complexity, with customized tax and accounting co-operations. Since our firm was established in 1969, our supreme priority has been and remains to be, knowing the unique and changing requirements of our customers.

Shariff CPA Firm, P.C.

Service Focus
33% Turnaround Consulting
26% Accounting
7% Budgeting
7% M&A Advisory
1% Capital Raising
26% Other Finance
Service Focus
33% Turnaround Consulting
26% Accounting
7% Budgeting
7% M&A Advisory
1% Capital Raising
26% Other Finance
Shariff CPA Firm P.C. provides professional services to customers everywhere in the Dallas area. Be positive in trusting us with accounting, tax, and economic advising requirements. We offer necessary tax planning and development, comprehensive accounting co-operations, budgeting and forecasting, incorporation assistance, financial audit preparation, and much more. Shariff CPA Firm, P.C. co-operations all types of customers in DFW.

Goldin Peiser & Peiser, LLP

Service Focus
10% Audit
23% Tax
19% Bookkeeping
6% Advisory
29% Other
14% Technology
Service Focus
10% Audit
23% Tax
19% Bookkeeping
6% Advisory
29% Other
14% Technology
In 1994, our establishing partners, Sidney Goldin, Allan Peiser, and John Peiser, started on the adventure of planning Dallas CPA firm Goldin Peiser & Peiser, LLP. Through these men’s power and vision, Goldin Peiser & Peiser has developed from a small, three-partner Dallas accounting firm to the energetic and building midsize practice that we are today.

Sd cpa firm

Service Focus
19% Turnaround Consulting
21% Accounting
7% Budgeting
11% M&A Advisory
40% Capital Raising
2% Other Finance
Service Focus
19% Turnaround Consulting
21% Accounting
7% Budgeting
11% M&A Advisory
40% Capital Raising
2% Other Finance
Our accounting office is here to support you and your company. From any accounting requirements, you strength have to tax outlining for your expected aims, we're here to help you reach your dreams. Our controllers stay popular with endless certifications and workshops to ensure we are up-to-date on all of the latest information, laws, regulations, and methods in our range.

Dallas CPA

Service Focus
19% Turnaround Consulting
30% Accounting
19% Budgeting
10% M&A Advisory
17% Capital Raising
5% Other Finance
Service Focus
19% Turnaround Consulting
30% Accounting
19% Budgeting
10% M&A Advisory
17% Capital Raising
5% Other Finance
We are the number one CPA firm in the region and our CPA’s have various years of practice below their tracts. We can support you with all of your economic needs such as bookkeeping, accounting, and tax-related economic requests. We take satisfaction in our work and it shows through the spirit of our co-operations.

Carr, Riggs & Ingram CPAs and Advisors

Service Focus
8% Turnaround Consulting
5% Accounting
28% Budgeting
20% M&A Advisory
34% Capital Raising
3% Other Finance
Service Focus
8% Turnaround Consulting
5% Accounting
28% Budgeting
20% M&A Advisory
34% Capital Raising
3% Other Finance
Our team of CPAs and advisors is comprised of critical scholars and query solvers – not only mathematicians. Much like a jigsaw maze is comprised of many parts that must fit mutually to complete the image, your business’s economic and operational questions, and effects are typically complicated and interlocking. When these possibilities and dares are pieced collectively accurately.

The Burns Firm, Ltd.

Service Focus
15% Turnaround Consulting
15% Accounting
14% Budgeting
20% M&A Advisory
24% Capital Raising
13% Other Finance
Service Focus
15% Turnaround Consulting
15% Accounting
14% Budgeting
20% M&A Advisory
24% Capital Raising
13% Other Finance
The specialists at The Burns Firm, Ltd. have Approved Public Accountants and Consultants encountered in the financial, accounting, tax, and management requirements of individuals and growth-oriented companies performing in a broad section of enterprises. We maintain a CPA firm should do more than just support in developing economic reports and tax statements.

Jesse S. Romero, CPA, P.C.

Service Focus
26% Turnaround Consulting
4% Accounting
37% Budgeting
0% M&A Advisory
4% Capital Raising
30% Other Finance
Service Focus
26% Turnaround Consulting
4% Accounting
37% Budgeting
0% M&A Advisory
4% Capital Raising
30% Other Finance
Jesse S. Romero, CPA, P.C. is proud to help the accounting, bookkeeping, and tax requirements of a broad category of little enterprises. As a local Dallas CPA firm and qualified company advisor, we are in the most suitable position to offer candid economic advice that will help your company develop. We’re pledged to helping each customer and build a successful company.

Hall Accounting Company

Service Focus
6% Turnaround Consulting
21% Accounting
16% Budgeting
24% M&A Advisory
14% Capital Raising
20% Other Finance
Service Focus
6% Turnaround Consulting
21% Accounting
16% Budgeting
24% M&A Advisory
14% Capital Raising
20% Other Finance
Spend the hours you run on considering something that will truly grow your company. Our partners work on your accounting every day, swiftly and efficiently, so you can concentrate on what you do greatest. Depending on your company size and performance number, we can report to you weekly, bi-weekly, or monthly.

Lane Gorman Trubitt

Service Focus
21% Turnaround Consulting
20% Accounting
19% Budgeting
23% M&A Advisory
9% Capital Raising
8% Other Finance
Service Focus
21% Turnaround Consulting
20% Accounting
19% Budgeting
23% M&A Advisory
9% Capital Raising
8% Other Finance
At LGT, we not only understand the best personalities by using the most famous and most talented, but we authorize them to monitor your requirements and then create a suitable team to get the work done correctly the first time. Our unique bundled co-operation approach assures that we look at the holistic picture, not just a single frame.

Frazier Gills, P.C.

Service Focus
8% Turnaround Consulting
8% Accounting
25% Budgeting
28% M&A Advisory
2% Capital Raising
28% Other Finance
Service Focus
8% Turnaround Consulting
8% Accounting
25% Budgeting
28% M&A Advisory
2% Capital Raising
28% Other Finance
Frazier Gills, P.C. is a Dallas, Texas-based Certified Public Accounting and Management Consulting Firm. Frazier Gills P.C. gives a broad variety of services in the regions of auditing, tax, general accounting, and management consulting, and enterprise improvement. We have great expertise in assisting several little to medium-sized industrial and non-profit groups.