Frequently Asked Questions

A fractional executive is a senior-level leader (CFO, CMO, COO) who works with your company part-time. You get the expertise and strategic leadership of a C-suite hire at a fraction of the cost.

Consultants advise. We operate. Our fractional executives sit in your leadership meetings, manage your teams, and are accountable for outcomes — not just recommendations.

We specialize in trades and home services (HVAC, plumbing, electrical, roofing) and professional services firms. Our sweet spot is businesses between $2M and $20M in revenue.

Yes. Our core services are fractional CFO and CMO, but we operate alongside a trusted network of COO/Integrators, CTOs, CHROs, and implementation specialists. If your business needs a specific kind of senior leadership we don't carry in-house, we'll connect you — or integrate them into the engagement.

Cash flow planning, financial forecasting, KPI development, strategic guidance, leadership team participation, and exit planning preparation.

Our Executive Advisor starts at $1,500/month. Fractional CFO engagements are $5,000–$7,500+/month. Full executive team packages start at $7,500+/month.

Yes. A fractional CFO works with your existing accounting team or bookkeeper. We can also provide bookkeeping through our network if needed.

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.

A full-time CFO in Dallas-Fort Worth typically costs $180K–$300K+ in salary alone, plus benefits, bonus, and equity. A fractional CFO engagement with us runs $5,000–$7,500+/month — roughly 30–40% of the fully loaded cost of a full-time hire, for 80–120%+ of the day-to-day impact for businesses in the $2M–$50M range.

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 take on an engagement, we agree on the 2–3 business outcomes that will define success, then report against them monthly.

Yes — this is 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.

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.

Look for operating experience (not just consulting), industry familiarity, clarity on deliverables and accountability, and chemistry with your leadership team. Ask specifically how they'll measure the engagement's success and how they'll integrate with your existing bookkeeper, CPA, and key managers.

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.

Strategic marketing leadership: brand architecture, channel strategy, team management, sales alignment, and accountability for marketing-driven revenue.

Most run 6-12 months. The first month is audit and roadmap, then ongoing execution and optimization.

Our CFOs and CMOs operate as a single leadership team on joint engagements. The CFO sets the financial targets and unit economics; the CMO builds the pipeline and spend strategy to hit them. Sales, marketing, and finance ship one forecast — not three competing ones. This is the combination most agencies and solo fractional executives can't deliver on their own.

Dallas, Texas. But we work with clients nationwide. If you can use Zoom, we can meet you in your office.

Book a free introductory consultation. No pitch, just a conversation to understand your situation and see if we can help.

Our standard cadence is weekly leadership touchpoints, monthly full financial reviews, and board-style reporting when needed. Between meetings we're embedded via Slack, email, or your preferred channel — not hard-to-reach consultants. Pace can scale up for active transactions, capital raises, or crisis work.

We work alongside your bookkeeper, CPA, operations leads, and any existing management team — not around them. In the first 30 days we learn your tools, reporting rhythm, and decision-making style, then plug in without forcing you to rebuild your stack. The goal is leverage, not disruption.

Both. We're Dallas-based, so for local clients we're regularly onsite for leadership meetings, planning days, and critical reviews. National clients work with us fully remotely through video, shared dashboards, and async reporting. Either model can deliver the same outcomes.