Fractional CFO Services for Dallas-Fort Worth Businesses
Executive-level financial leadership without the full-time cost. Clean numbers, clear forecasts, and a real plan for your next move.
Fractional CFO Services, Built for Growing DFW Companies
Fractional CFO services give you a senior finance leader for part of the week instead of a full-time salary. At Fieldcrest that means cash flow forecasting, scenario modeling, KPI reporting, and capital strategy, handled by the same team that keeps your books clean. You get the strategy and the bookkeeping under one roof, so the numbers driving your decisions are the numbers you can trust.
Signs Your Business Is Ready for a Fractional CFO
The bigger the business, the more a fractional CFO earns their place, though most owners need one sooner than they expect. Here is what usually pushes a DFW company to bring in fractional CFO services.
You are planning a raise, a loan, or a bond, and your projections need to stand up to a lender or investor.
Cash flow swings month to month and you cannot see the crunch coming far enough ahead.
You are growing fast, sometimes doubling year on year, and your reporting has not kept up.
Finance decisions bounce between you and other leaders with no single owner of the numbers.
You want KPI reporting for leadership but do not have the time or the framework to build it.
How Fieldcrest Delivers Fractional CFO Services
Fieldcrest runs every engagement through three stages, so you always know what comes next and why.
1
Discovery Call
We learn your business, where you are today, and where you want to be, then confirm the right scope for your engagement.
2
Financial Aassessment
We review your books, systems, and reporting to find the highest-impact improvements before any strategy work begins.
3
Ongoing Advisory
We build your forecasts and KPIs, then meet on a set cadence to keep priorities and cash flow on track as you grow.
Your Financial Assessment and Roadmap
You cannot get the full value of fractional CFO services if the accounting foundation underneath is shaky. That is why Fieldcrest starts with a financial assessment: a close look at your current setup to find the highest-impact fixes first. You come out with accurate, transparent financials and a clear roadmap for what to tackle in order.
Chart of accounts review
Financial data quality check
System and software integration
Reporting requirements
Internal controls review
Banking and credit structure
Inter-company transactions, where relevant
Right-Sourcing Your Finance Function
There is a real tension in finance hiring: the people who look after your money also cost you money. Smart DFW owners solve it by right-sourcing, pulling on fractional and outsourced support to get senior expertise at a cost that matches the stage they are at. Qualified accountants are genuinely hard to find and hold onto in this market, which makes a full-time CFO hire a heavy bet for a growing company.
What Changes When You Have a Fractional CFO
A fractional CFO is more than an accountant with a bigger title. They sit between your finances and your strategy, making sure the money side can carry the mission you are building toward. Here is what that looks like in practice for a growing DFW company.
Before Fieldcrest
A fast-growing services company had compliance handled internally but no CFO-level view while revenue climbed sharply year on year. There was no cash flow or budget plan in place, no clear reporting for the fastest-growing accounts, and finance decisions were split between two leaders. The owner knew something had to change but was not convinced a full-time CFO was the answer.
After Fieldcrest
The company ran through a financial assessment that graded its data, its team, and its processes, then reorganised finance roles around a clear owner of the numbers. New reporting tools improved accuracy, monthly KPI reports gave leadership a real-time read, and a cash flow projection model ended the scramble for short-term financing. The fractional CFO now sits in on leadership meetings and drives cost-saving decisions, at a fraction of a full-time hire.
Trusted by people in the DFW Metroplex area.
"I have known and worked with Ken for many years. He is diligent, smart, thorough and a great team member. He is serving as a part-time CFO for me currently and does a fantastic job. I would highly recommend him to serve any business in this role."
~ Malcolm Holand, CEO.
"Fieldcrest is a really honest and knowledgeable accounting firm. They are also knowledgeable in tax strategies. I will be referring them to my clients for fractional CFO services around the McKinney and Dallas area as well."
~ Cassie McDowell.
"Wonderful experience working with Ken as our CPA and tax planner. His attention to detail, consultative approach, and comprehensive services from both him and his team are unmatched in our experience with financial services firms working at our level. Highly recommend! (1-800-Plumber +Air of Frisco owner). "
~ DarrenHarvey.
"I have known and worked with Ken for many years. He is diligent, smart, thorough and a great team member. He is serving as a part-time CFO for me currently and doing a fantastic job. I would highly recommend him to serve any business in this role. " ~ Malcolm Holand, CEO.
"Wonderfulexperience working with Ken as our CPA and tax planner. His attention todetail, consultative approach, and comprehensive services from he and his teamare unmatched in our experience with financial services firms working at ourlevel. Highly recommend! (1-800-Plumber +Air of Frisco owner). "
~ DarrenHarvey.
"Fieldcrestis a really honest and knowledgeable accounting firm. They are alsoknowledgeable with tax strategies. I will be referring them to my clients forfractional CFO services around the McKinney and dallas area as well. "
~ CassieMcDowell.
Fractional CFO Services FAQs
What is a fractional CFO?
A fractional CFO is a senior finance leader who works with your business part-time instead of as a full-time hire. You get forecasting, cash flow planning, and KPI reporting scaled to what the business needs right now, without the full-time salary.
When does a business need a fractional CFO?
Usually before a raise or a loan, when growth outpaces your reporting, or when cash flow gets hard to predict. If finance decisions have no clear owner, that is another common trigger.
How is a fractional CFO different from a bookkeeper?
A bookkeeper records what already happened and keeps the books accurate. A fractional CFO uses those numbers to plan ahead, model scenarios, and guide decisions. Fieldcrest does both, so the strategy is built on clean data.
How much do fractional CFO services cost?
Cost depends on scope and how much time the business needs each month, which is why Fieldcrest starts with a free consult and a financial assessment. You get a clear picture of the engagement before you commit to anything.
Do you work with businesses in my industry?
Fieldcrest supports contractors, professional service firms, medical practices, and high-net-worth individuals across the DFW metroplex. Reporting is tailored to the way your specific industry makes and tracks money.
See what Fieldcrest can do for you
Get the peace of mind that comes from partnering with our experienced DFW finance team.
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