Burn rate, runway, investor reporting. We speak your language, track your metrics, and help you scale, right here in Dallas.
Burn rate, runway, investor reporting. We've worked with dozens of startups companies in Dallas. We understand your business model, your challenges, and what metrics matter most to you and your investors.
Venture-backed companies are managed against runway, not profit, and the reporting calendar is set by people outside the company. What a startup CFO owes you is a defensible number for how long the current plan funds, a board pack that reconciles, and no surprises in diligence.
Full-stack financial services tailored to startups businesses in Dallas.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting Tailored specifically for startups companies in Dallas.
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
Based in Boston, we work with startups companies across the country.
We serve startups businesses throughout the Dallas metro area. Our cfo advisory services are available for companies of all sizes.
Take our 2-minute quiz to get a personalized recommendation for your startups business.
Find My Solution →Six months out. Month six is cleaning historical books and resolving unreconciled balance sheet accounts; month five a sales tax nexus study; month four cohort analysis and the GAAP-to-ARR bridge; month three contractor classification and IP assignment; month two assembling the data room and having someone review it adversarially. Done on that timeline, diligence is administrative rather than an emergency.
Start the raise with 12 months, ideally 18. Rounds take three to six months from first meeting to cash in bank, and running below six months during the process is visible to investors and affects your terms.
A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We work with clients across the Southwest and nationwide. Our team operates in Central time and can accommodate your schedule.
