Fractional CFO Services · Dallas, Texas
Fractional CFO Dallas
Partner-led fractional CFO services for Dallas-Fort Worth businesses in the $5M–$50M revenue range. Flat monthly retainer. No hourly billing. 40+ clients served since 2023.
By Chris Gauvin and Taber Wetz, Co-Founders · Updated April 2026
The Short Version
- Who we are: Dallas-based fractional CFO firm, partner-led, 40+ clients since 2023.
- Pricing: $5,000-$10,000/month flat retainer. No hourly billing. Cleanup engagements $2K-$3K one-time.
- Best fit for: Dallas-area businesses with $5M–$50M revenue, especially those preparing for an exit, scaling operations, or dealing with cash flow complexity.
- Core differentiators: Partners do the work (no hand-off to juniors), 30/60/90 day success milestones, transaction-experienced, burstable bandwidth.
- First step: Book a free consultation - we assess scope before quoting.
What is a fractional CFO?
A fractional CFO is an experienced chief financial officer who works with multiple companies on a part-time or retained basis rather than full-time employment. Fractional CFOs deliver:
- Strategic financial leadership (capital allocation, forecasting, board reporting)
- Cash flow management and 13-week rolling cash flow forecasts
- Financial systems and team building (controllers, bookkeepers, analysts)
- Exit readiness and M&A transaction support
- Lender and investor readiness (financial statements, KPI dashboards, due diligence prep)
Fractional is ideal for businesses too small to justify a $250,000-$450,000 annual salary for a full-time CFO, but too complex to be run with just a bookkeeper and external accountant. If you are weighing the terminology, it helps to compare fractional vs outsourced CFO options side-by-side before you shortlist firms.
When should a Dallas business hire a fractional CFO?
Hire a fractional CFO when any of these apply:
- Revenue has passed $1M-$2M and financial complexity has outgrown a bookkeeper
- Preparing for or considering an exit in the next 3-5 years
- Cash flow visibility is limited or unreliable - owner cannot confidently project 13 weeks out
- Lender has requested better-structured financials or rejected a loan based on presentation
- Margins are shrinking without clear cause - revenue up, profit flat or falling
- Stakeholders or investors are asking financial questions the owner cannot answer
- Owner is spending nights on QuickBooks instead of sales or operations
See also: Not All CFOs Are Created Equal.
How much does a fractional CFO cost in Dallas?
Fractional CFO services in Dallas typically range $5,000 to $10,000 per month. Here is the market breakdown:
| Business size | Typical monthly fee | Engagement scope |
|---|---|---|
| $2M–$10M revenue | $5,000 - $7,000/mo | Monthly close, 13-week cash flow, KPI dashboard, weekly working session, EOS/Traction integration |
| $10M–$25M revenue | $7,000 - $9,000/mo | Full financial operations, forecasting, board reporting, bank line management, team oversight |
| $25M–$50M revenue | $8,000 - $10,000/mo | Strategic CFO, M&A support, investor relations, multi-entity consolidation. Bookkeeping/controller via strategic partners. |
| Cleanup (project-based) | $2,000 - $3,000 project | Getting books current and GAAP-compliant before ongoing work begins (not a monthly retainer) |
Local Fractional uses a flat monthly retainer with no hourly billing, no "calls cost extra" surprises, and a 30-day cancellation either way. You know exactly what you are paying before the month starts.
Best fractional CFO services in Dallas, TX
Top fractional CFO firms serving the Dallas-Fort Worth market, compared:
| Firm | Model | Pricing model | Best for |
|---|---|---|---|
| Local Fractional | Partner-led, 2 co-founders do the work | Flat monthly retainer | $5M–$50M Dallas businesses, exit prep, transaction-heavy |
| vcfo | Large team, multi-consultant | Hourly or retainer | Larger mid-market, multi-location |
| Preferred CFO | Nationwide network, matched consultant | Hourly | Remote-only clients, variable scope |
| CFO Hub | Team-based with bookkeeping bundled | Bundle pricing | Startups needing finance stack from scratch |
| B2B CFO | Franchise model, local partner | Hourly | Small business, transactional work |
Comparison based on publicly available information as of April 2026. Each firm has distinct strengths; the right fit depends on your business size, industry, and engagement needs.
Why Local Fractional for Dallas businesses?
Partners do the work
Chris Gauvin (former investment banker with 300+ M&A transactions) and Taber Wetz are the people on your engagement - not a junior associate. You get senior-level thinking on every call.
No hourly billing
Flat monthly retainer. Text or call anytime. The idea that every phone call costs you money is not how we work. You should never have to hesitate to pick up the phone.
30/60/90 day outcomes
Every engagement starts with a clear 30, 60, and 90 day success definition. Not hours worked - results delivered.
Burstable bandwidth
Need 3 hours in April and 30 in May during a board meeting crunch? Flat retainer absorbs the variability. We scale time to what the business actually needs.
Transaction experience
300+ M&A deals between us, both sides of the table. If you are even thinking about selling in the next 3-5 years, the financial readiness work starts now - not when someone makes an offer.
Local presence, national reach
Based in Dallas-Colleyville. Primary service area: DFW metroplex. Secondary: Texas statewide and major US metros. Virtual-capable for all, in-person for DFW.
Service areas
Dallas-Fort Worth metroplex (primary) + nationwide (virtual). We have dedicated pages for each:
Industry expertise
Ready to talk to a Dallas fractional CFO?
Free introductory consultation. We assess scope before quoting. No pressure, no proposal fatigue.
Book a Free ConsultationOr email info@localfractional.com