Executive Office: (307) 263-8515
Inquiries: hello@dfwcfo.services
We partner with DFW founders, CEOs, and private equity sponsors to replace financial uncertainty with institutional rigor. From 13-week liquidity models to ASC 606 revenue audits and 8-figure M&A exit preparation.
Senior, partner-level financial architects who take hands-on ownership of your balance sheet, forecasting engines, and capital strategy.
High-velocity strategic finance without the overhead of a full-time $500k executive. We build multi-scenario 3-statement financial models, product-line contribution margin analyses, and executive dashboards that align leadership.
Stop failing due diligence due to disorganized QuickBooks ledgers. We execute comprehensive balance sheet reconciliations, capitalize software development appropriately, and convert cash-basis books to rigorous US GAAP.
Never be blindsided by payroll or vendor disbursement shocks. We engineer a living 13-week direct cash flow forecasting apparatus that gives owners down-to-the-penny visibility into weekly liquidity requirements.
Buyers negotiate down on sloppy financial tapes. We curate your virtual data room (VDR), prepare defensible Quality of Earnings (QoE) adjustments, normalize EBITDA, and partner with investment bankers to maximize exit multiples.
Contract terms, multi-element arrangements, milestone billings, and deferred revenue balances require precise treatment under ASC 606. We audit your revenue tape so private equity acquirers can verify your recurring ARR.
Outgrowing entry-level accounting tools? We lead migration projects from QuickBooks and desktop software to institutional enterprise platforms like Oracle NetSuite, Sage Intacct, and modern BI data warehouses.
Assess your business against the metrics North Texas private equity sponsors and institutional lenders evaluate during diligence. Instant scorecard and value-at-risk analysis.
Gaps in your ASC 606 revenue tape and lack of a structured 13-week cash forecast expose you to buyer price renegotiation during Quality of Earnings (QoE) diligence.
Strict NDA protected. Reviewed by seasoned DFW CFO partners.
We are on-site in executive boardrooms across the Dallas-Fort Worth Metroplex when high-stakes moments happen.
Downtown Dallas, Uptown, Turtle Creek, and Preston Center. Advising high-growth B2B SaaS, healthcare roll-ups, real estate development holding firms, and private family offices.
Plano, Frisco, Addison, and Legacy West. Partnering with venture-backed tech innovators, specialty aerospace distributors, multi-unit healthcare operators, and commercial contractors.
Fort Worth Cultural District, Alliance Texas, Irving/Las Colinas, and Arlington. Driving working capital velocity for advanced manufacturing, cold-chain logistics, and energy services.
Real results from middle-market North Texas transactions and turnarounds.
A healthcare IT provider with $18M ARR had messy blended cash/accrual books. We rebuilt 3 years of GAAP financials, established ASC 606 revenue schedules, and defended $1.8M in EBITDA add-backs during sell-side QoE.
Facing acute line-of-credit covenant pressure due to delayed receivables. We implemented an active 13-week treasury model, re-negotiated vendor terms, and compressed Days Sales Outstanding (DSO) from 68 days down to 41 days.
Replaced 4 disparate QuickBooks files with a single consolidated NetSuite enterprise deployment. Automated 1,400 monthly customer invoices and accelerated month-end financial close from 22 business days to 4 business days.
Everything you need to know about our engagement structure, deliverables, and team.
A bookkeeper or tax CPA records historical figures and ensures tax filings. A Fractional CFO operates forward-looking: forecasting cash runway, engineering pricing and margin strategies, architecting debt and equity capital raises, leading board reporting, and preparing your business for 8-figure M&A valuation multiples.
Our sweet spot is North Texas enterprises generating between $5M and $75M in annual revenue. At this tier, companies have outgrown outsourced bookkeeping but do not yet require a $450k/year full-time executive C-suite package.
We immediately stabilize cash forecasting within our first 10 business days. Full GAAP audit-readiness and ASC 606 revenue recognition cleanups typically execute within 30 to 45 business days depending on ERP complexity.
Yes. We frequently partner with Lower Middle Market (LMM) PE firms across Uptown Dallas, Preston Center, and Fort Worth to step in as interim CFO, rebuild financial reporting packages, and drive post-acquisition 100-day integration plans.
We work on transparent fixed monthly retainers tiered by company size and complexity (typically ranging from $6,500 to $18,500/month), avoiding unpredictability. For discrete M&A transactions or ERP migrations, we offer scoped milestone engagements.
Connect with a senior North Texas CFO partner. All inquiries are held in strict confidence under mutual non-disclosure.