Fractional CFO Services in Plano, TX
Senior CFO leadership for Plano companies that need strategic finance without a full-time executive salary. BP CFO Services works with Plano owners and leadership teams remotely from Arlington, Texas, on a part-time basis sized to the business.
The Plano business landscape
Plano has become a major corporate-headquarters and technology hub in North Texas. Around the large employers is a dense layer of technology, business-services and consumer companies whose growth outpaces their finance teams.
Common finance pressures in Plano
- 01Recurring-revenue metrics and forecasting for subscription businesses
- 02Preparing for investor diligence and fundraising
- 03Scaling month-end close as headcount and transactions grow
Key Plano industries
- Technology and software
- Business services
- Consumer products
- Financial services
How our fractional CFO work helps Plano companies
For Plano companies, the CFO role usually centres on recurring-revenue metrics and forecasting for subscription businesses and preparing for investor diligence and fundraising. A fractional CFO brings that judgment in for the hours it is needed, alongside your existing bookkeeper or controller.
BP CFO Services is a service-disabled veteran-owned firm led by Bradley M. Petty, MBA, FMVA®, CMSA®, with 18 years in accounting, financial analysis, controllership and CFO leadership. We work with Plano companies remotely through secure access to your systems and scheduled video meetings.
What the work includes
- Owning the financial plan, budget and cash forecast
- Monthly reporting with clear explanations for owners and boards
- Lender, investor and banking relationships
- Pricing, margin and profitability decisions
- Preparing for a sale, acquisition or capital raise
Fractional CFO in Plano: common questions
01Do you provide fractional CFO services in Plano, TX?
Yes. BP CFO Services is based in Arlington, Texas, and works with Plano companies remotely, using secure access to your accounting system and scheduled video meetings.
02When does a Plano business need a fractional CFO instead of a full-time CFO?
Usually when revenue has reached a level where financial decisions carry real risk, but the work does not yet justify a full-time executive. Common triggers in Plano include recurring-revenue metrics and forecasting for subscription businesses and preparing for investor diligence and fundraising.
03Which Plano industries do you work with?
We work with companies with $5M to $100M in annual revenue and with nonprofit organizations. In Plano that includes technology and software, business services, consumer products and financial services.
04How is fractional CFO work priced for a Plano company?
Pricing is custom. It is set after an introductory consultation based on the scope, the complexity of your finances and how much ongoing support you need.
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Talk with a CFO about your Plano business.