Top Fractional CFO and Strategic Finance Advisors in Dallas, TX

Austin-founded firm with a Dallas-Fort Worth team operating since its DFW office opened in 2002, based at 15305 Dallas Parkway in Addison. Provides fractional and interim CFO services alongside outsourced HR, finance and accounting, and transaction advisory support for middle-market and larger companies across the DFW Metroplex, serving industries including oil and gas, manufacturing, high tech, distribution, healthcare, telecommunications, real estate, retail and restaurants. Reports more than 6,000 companies served company-wide since 1996.

Dallas-Fort Worth headquartered boutique co-founded by Chris Gauvin and Taber Wetz, providing fractional CFO, fractional CMO, exit planning and cash flow analysis on-site across Dallas, Fort Worth, Plano, Frisco, McKinney, Arlington, Grapevine and Irving. The Fractional CFO Partnership starts at $5,000 a month and is built primarily for businesses above $5 million in revenue, with a separate $2,500 a month Fractional Executive Advisory tier for smaller companies. Engagements include a 72-Hour Cash Flow analysis and SMB acquisition advisory.

Full-service CPA and accounting firm based at 6250 Lyndon B Johnson Freeway in Dallas, offering fractional controller and fractional CFO services across Dallas-Fort Worth including Plano, Frisco, Allen, McKinney, Prosper, Irving, Richardson, Southlake, Grapevine, Highland Park, University Park, North Dallas and Denton. Services span part-time CFO and controller support, accounting and tax practice implementation, and transaction work including mergers, acquisitions, capital raising, due diligence and quality of earnings analysis.

Dallas firm at 2001 Ross Ave, run directly by owner Christoffer Nielsen, who also owns Nielsen Valuation Group. Provides fractional and interim CFO services plus fractional and interim CEO, fractional COO and interim M&A manager engagements for established, cash-flow-positive companies with annual revenue of roughly $1.5 million to $50 million across Dallas-Fort Worth. After an initial conversation, Oak CEO typically proposes a fixed monthly fee on a month-to-month agreement rather than a long-term contract.

Dallas CPA firm at 400 S. Zang Blvd, led by Yolanda F. Gills, providing strategic fractional and outsourced CFO services and business advisory across the Dallas-Fort Worth Metroplex. Services include cash flow forecasting and working capital management, financial reporting and KPI dashboards, business model evaluation and scaling strategy, growth, acquisition and succession planning, and job costing and work-in-progress reporting, with additional bonding assistance and financial statement preparation for construction and growth-focused companies.

Fort Worth firm (76244) founded and led by CPA Shane Bender, providing fractional CFO services for agencies and small businesses across the Dallas-Fort Worth Metroplex including Arlington, Keller and Southlake. Services include financial forecasting and modeling, strategic budgeting and planning, cash flow analysis and advisory, profitability tracking and KPI setup, and monthly reporting and financial leadership. Monthly engagements typically run $3,000 to $7,500 depending on complexity, with no long-term contract and 30 days' notice to cancel.

Plano firm at 5851 Legacy Circle, sixth floor, providing fractional CFO services for startups, small businesses and CEOs in the Dallas-Fort Worth area alongside tax planning and IRS representation, bookkeeping and QuickBooks accounting, payroll, and business formation and licensing support. Fractional CFO work covers financial planning, cash flow forecasting, budgeting, capital raising and investor relations, delivered on a cost-effective weekly or monthly basis rather than a full-time hire.

Dallas CPA firm at 13355 Noel Road, led by managing partner Connie Overshown, CPA, offering fractional CFO services at a fraction of the roughly $60,000 to $100,000-plus annual cost of a full-time CFO. Alongside CFO work, the firm provides tax preparation and planning, IRS representation, entity formation, financial planning and QuickBooks support for growing Dallas-Fort Worth businesses that need financial guidance without a full-time executive hire.