Stronger Cash Flow. Better Decisions. Profitable Growth.Financial leadership built around your business.
BP CFO Services helps $5M–$100M businesses strengthen cash flow, understand profitability, and make confident decisions. We provide financial leadership, reporting, forecasting, and transaction support tailored to your business.
- Days to close
- 18
- Forecast error
- ±22%
- EBITDA margin
- 16%
Illustrative Cash Impact
When the stakes rise, financial clarity matters
- 10 weeks out before an AuditAn audit is approaching, and revenue recognition policies need review.
- By FridayThe lender wants a 13-week cash flow forecast and a clear assessment of covenant compliance.
- Day 1 of diligenceA buyer wants to understand earnings, but EBITDA adjustments haven’t been identified or supported.
- Before the Board MeetingThe monthly close takes 20 days, and the board no longer has confidence in the forecast.
Financial Leadership for Growth, Profitability, and Business Transitions
- 01Fractional CFOCFO Leadership for Profitable Growth
- 02Cash Flow & Turnaround StrategyTake Control of Your Cash Flow
- 03Financial Planning & AnalysisFinancial Planning & Analysis for Better Business Decisions
- 04Accounting & Financial OperationsImprove reporting accuracy, accelerate month-end close, and strengthen accounting processes.
- 05Business Analytics & Finance TransformationTurn financial and operational data into actionable insights through dashboards, automation, and better reporting.
- 06Transaction and Deal SupportAssess earnings quality, evaluate opportunities, and prepare your business for acquisition or sale.
- 07Go-to-Market & Growth StrategyAlign pricing, customer targeting, and market expansion with profitable growth.
Stronger Financial Performance in Practice
2%-3% → 8%-9%
Net profit margin improvement
Construction: Protecting Job Margins and Improving Cash Flow
A construction company with approximately $65 million in annual revenue and multiple active projects.
10 days
Reduction in days sales outstanding (DSO)
Manufacturing: Improving Inventory Control and Product Profitability
A steel fabrication and manufacturing company with approximately $30 million in annual revenue, producing barndominiums and other steel structures.
5% → 12%
Net profit margin improvement
Healthcare: Improving Financial Reporting Across Multiple Locations
A multi-location healthcare organization with approximately $15 million in annual revenue seeking stronger financial reporting and clearer visibility into location profitability.
Credentials & Affiliations
Transaction & Deal Support · 4 min read
Preparing Your Business for Sale: Get Your Financials Buyer-Ready
Cash & Liquidity · 6 min read
13-Week Cash Flow Forecast: A Practical Guide
Accounting & Financial Operations · 6 min read
Month-End Close: A Practical Path to Faster, More Reliable Reporting
A Clear Plan. Practical Implementation. Ongoing Financial Leadership.
First 30 Days
Assess & Prioritize
We assess cash flow, reporting, and immediate risks, then establish priorities and begin addressing urgent needs.
Days 31-90
Implement & Strengthen
We implement agreed-upon strategies, improve reporting and forecasting, and work with your team to strengthen financial processes.
After 90 Days
Lead & Improve
We provide ongoing financial leadership, refine strategies, monitor performance, and implement improvements as your business evolves.
An Engagement Built Around Your Business
Get the financial support your business needs with a clearly defined scope and agreed-upon fees. Engagements can combine ongoing CFO leadership with focused projects based on your priorities.
| Service | Price | Description |
|---|---|---|
| Fractional CFO | Custom pricing | Ongoing financial leadership tailored to your business, including cash flow, reporting, forecasting, and strategic decisions. |
| Financial Reporting & Process Advisory | Custom pricing | Improve management reporting, strengthen accounting processes, and support your existing finance team. |
| Quality of Earnings Analysis | Custom pricing | Analyze reported earnings, identify adjustments, and organize supporting schedules for a potential transaction. |
| Driver-Based Operating Model | Custom pricing | Build budgets, forecasts, and scenarios around the operating drivers that influence revenue, costs, and cash flow. |
| 13-Week Cash Flow Forecast | Custom pricing | Project weekly collections and payments to identify cash needs and support timely decisions. |
| Financial Process & Controls Assessment | Custom pricing | Review financial workflows, payment approvals, documentation, and oversight, with practical recommendations for improvement. |
| Transaction Readiness Assessment | Custom pricing | Financial readiness support tailored to your planned sale, acquisition, or capital raise. |
We primarily serve businesses with $5M–$100M in annual revenue. Each engagement is tailored to your priorities, financial complexity, and required level of support. Following a consultation, you’ll receive a proposal outlining the scope, deliverables, timing, and fees.
Services are advisory and do not include audits, attest services, or assurance opinions.
Where Does Your Financial Management Need Attention?
Review your reporting, cash planning, financial controls, and transaction readiness. Identify gaps and priorities to discuss with your leadership team.
Common Questions
01What does BP CFO Services do?
We provide fractional CFO leadership, cash flow forecasting, financial reporting, business analytics, and transaction support. We help businesses understand performance, address financial challenges, and plan their next steps.
02Who do you typically work with?
We primarily support businesses with $5M–$100M in annual revenue, including companies in construction, manufacturing, healthcare, real estate, and consumer products. We also help nonprofit organizations with budgeting, cash reserves, and board reporting.
03What is a fractional CFO, and when would I need one?
A fractional CFO provides experienced financial leadership tailored to your business. You may need one when cash is tight, margins are declining, reporting is unreliable, or you’re preparing for financing, growth, or a sale.
04How are engagements and pricing structured?
Engagements are tailored to your business and may include ongoing CFO leadership, a defined project, or both. Your proposal outlines the scope, deliverables, timing, and fees before work begins.
05Will you work with our existing accounting team or CPA?
Yes. We collaborate with your bookkeeper, accounting team, and external CPA to strengthen reporting, forecasting, and financial oversight. Our services are advisory and do not include audits, attest services, or assurance opinions.
06How do we get started, and where do you serve clients?
Book a 30-minute diagnostic call to discuss your business, financial challenges, and goals. Based in Arlington, Texas, we serve businesses across Dallas-Fort Worth and nationwide.
Let’s Talk About Your Business
Tell us about your financial challenges, goals, and upcoming deadlines. We’ll discuss your priorities and the support your business needs.