Financial leadership without the full-time hire.
The Advisory Cadence (4 Pillars)
Financial Health Assessment
We audit your current reporting, systems, and cash flow patterns — then build a 90-day optimization roadmap with quick wins and structural fixes.
Reporting & Dashboard Build
Monthly P&L, balance sheet, cash flow statement, and KPI dashboard tailored to your industry and goals. Automated where possible. You log in; the numbers are there.
Forecasting & Scenario Modeling
Rolling 12-month forecasts with best/base/worst cases. Hiring plans, pricing changes, capital needs — modeled before you commit.
Ongoing Advisory Cadence
Monthly or quarterly review meetings. We translate the numbers, flag risks early, and advise on hiring, pricing, banking, and growth decisions.
What You Actually Get
Monthly Financial Reviews
Real P&L, balance sheet, cash flow — not a bank export. Variance analysis with plain-English commentary.
Cash Flow Forecasting & Management
13-week rolling forecast. You see crunches 90 days out. We help you navigate them before they're crises.
KPI Dashboards & Performance Analysis
Your 5–7 critical numbers, visualized. Revenue per employee, gross margin by line, AR aging, burn rate — whatever drives your business.
Budget Planning Aligned to Growth
Top-down + bottom-up. We build the budget with you, not for you. Quarterly re-forecasts keep it honest.
Banking & Capital Advisory
Line of credit renewal, term loan packaging, SBA guidance, investor-ready financials. We speak banker.
Fixed-Fee, No Long-Term Contract
Month-to-month. Cancel anytime. If we're not earning our keep, you shouldn't pay us.
Virtual CFO Questions?
Do you only work with businesses in Dallas? ▼
We serve clients in-person across Dallas-Fort Worth and remotely throughout Texas and the United States. Cloud accounting makes distance a non-issue — we have clients in Austin, Houston, and several other states.
What's the difference between a CPA and a bookkeeper? ▼
A bookkeeper records transactions accurately. A CPA interprets those records for tax strategy, compliance, and financial decision-making. We provide both — Penny handles daily books; Alison provides CPA-level advisory. You get the full stack without coordinating two firms.
What does a Virtual CFO actually do? ▼
Think of it as part-time financial leadership. We build forecasts, monitor KPIs, prepare board packages, manage banking relationships, and advise on hiring, pricing, and capital decisions — without the six-figure salary. You get a dedicated CFO who knows your business, not a call center.
How does the free consultation work? ▼
A 30-minute conversation (phone or video) where we learn about your business, review your current financial picture, and outline exactly how we'd help. No obligation, no pressure. You leave with a written Financial Health Snapshot and clear next steps.
Can you work with my existing attorney or investment advisor? ▼
Absolutely. We regularly collaborate with estate attorneys, wealth advisors, and bankers. Coordinated advice produces better outcomes — your tax strategy should talk to your estate plan, and your cash-flow plan should talk to your investment policy.
What accounting software do you use? ▼
We're QuickBooks Online ProAdvisors and also work with Xero, NetSuite, and other cloud platforms. We'll recommend what fits your complexity and migrate you smoothly. You own your file — we just steward it.
Are you a fiduciary? ▼
Yes. As a CPA and CEPA, Alison is bound by the AICPA Code of Professional Conduct and the Exit Planning Institute's fiduciary standard. We don't sell products. We don't take commissions. Our only compensation is the fee you pay us.
Ready for financial leadership?
A free consultation maps your first 90 days of clarity and control. No pressure. Just a clear picture of what's possible.
Schedule a free consultationOr call us directly
We answer during business hours. If we miss you, we'll call back same day.
(214) 707-1776