Every engagement is built around what your organization actually needs. Most clients start with one of these four.
Fractional CFO & Controller
For owner-led companies that have outgrown their bookkeeping and need reliable numbers every month.
- Month-end close and financial reporting
- Internal controls
- KPI and working capital dashboards
- Rolling 13-week cash flow forecasts
- Owner, board and lender reporting
- Compliance filings, including Texas severance tax
60-Day Financial Operations Reset
A fixed-fee, fixed-timeline project for companies whose close is slow, whose roles are unclear or whose systems are holding them back. You know the price and the finish line before we start.
- Review of financial records and reporting
- Month-end close calendars and checklists
- Workload mapping, job descriptions and written procedures
- Staffing structure recommendations
- Working capital dashboard and 13-week cash flow forecast
- Optional QuickBooks Desktop-to-Online conversion
Nonprofit Financial Leadership
For boards and executive directors who need clear numbers and timely filings without hiring a full-time finance staff.
- Monthly board financial reports
- Form 990 preparation
- Payroll processing
- Bookkeeping oversight
- Grant and donor reporting; capital campaign support
Capital & Lending Readiness
For companies, funds and families preparing to borrow, raise capital or make a major investment.
- Capital raise support
- Debt request packages for lenders
- Covenant and lender reporting
- Investment opportunity review and ROI analysis
Also Available
Community bank consulting (oil and gas lending policy, problem asset review), family office and high-net-worth support, and grant process management.
How We Work
Fixed-Fee Projects
A defined scope, timeline and price.
Monthly Retainer
Ongoing support with a set number of hours each month.
Hourly, As Needed
Targeted help: a lender package, a Form 990, a system conversion.
