Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Austin's tech corridor is minting venture-backed startups faster than most cities onboard bookkeepers — but your Series A investors want GAAP-compliant financials, ASC 606 revenue recognition, and a 13-week cash-flow forecast, not a messy QuickBooks file. Management accounts on your desk by the 5th, burn-rate dashboards updated live, and franchise-tax filings handled — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Austin's PE and VC ecosystem demands more than a P&L. Investors want monthly board packs with ARR/MRR waterfalls, cohort analysis, net dollar retention, and a rolling 13-week cash-flow forecast. A fractional CFO builds this reporting infrastructure at a fraction of a full-time hire — critical when every dollar of your raise needs to hit the runway.
ASC 606 turns multi-element SaaS contracts into accounting puzzles. Deferred revenue waterfalls, usage-based billing recognition, and contract modification accounting all require judgment calls that generic bookkeepers miss. We handle revenue recognition end-to-end so your financials are audit-ready from day one.
Texas has no personal or corporate income tax, but the franchise tax (margin tax) still applies. Entities above $2.47M in annualized total revenue must file, and choosing between the four computation methods can save tens of thousands annually. We model every method quarterly so Austin businesses never overpay.
The gap between "we have a bookkeeper" and "we need a CFO" hits Austin companies earlier than most. When you're adding headcount monthly, burning through cash, and negotiating your next round, you need real-time financial visibility — not month-end surprises. That's the exact gap a fractional CFO fills.
Everything a full-time CFO delivers — without the $250K salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary.
ARR, MRR, churn, LTV/CAC, net dollar retention, and burn rate — updated live. The metrics your investors actually ask about.
Rolling weekly cash forecast with scenario modelling. The document lenders and VCs ask for — always current.
Monthly board packs, investor updates, and data-room preparation. Built for diligence, not just compliance.
45-minute call to review the numbers, flag risks, discuss runway scenarios. Like having a CFO in the room.
Franchise tax calculations, multi-state nexus monitoring, and sales-tax compliance. Working papers prepared for your CPA.
ASC 606 revenue recognition, deferred revenue waterfalls, ARR/MRR tracking, and investor-ready financials for Austin's booming software ecosystem.
Board packs, 100-day plans, add-on acquisition modelling, and lender reporting for private equity portfolio companies relocating to Austin.
Property-level NOI, job costing, WIP schedules, and retainage tracking for Austin's fast-growing development market.
Multi-provider P&L, grant accounting, burn-rate management, and regulatory compliance for Austin's expanding life-sciences corridor.
The moment you take outside capital or cross $1M ARR. Investors expect GAAP-compliant financials, ASC 606 revenue recognition, and monthly board packs. A bookkeeper records transactions; a fractional CFO builds the reporting infrastructure your investors, board, and lenders require — at roughly 20% of a full-time CFO's cost.
Yes. We map performance obligations, allocate transaction prices, and build deferred revenue waterfalls for complex SaaS billing structures — including usage-based pricing, annual prepayments, and contract modifications. Your audit trail is clean from the start.
You eliminate state income tax immediately — but you pick up Texas franchise tax (margin tax) and potentially different sales-tax obligations. We handle the nexus analysis for states you're still selling into, model the franchise-tax computation methods, and restructure your chart of accounts to reflect the move. Most relocating companies see net savings even after franchise tax.
Most Austin engagements are fully onboarded within 2 weeks. We connect to your accounting platform on day one, run a diagnostic on your chart of accounts by day three, and deliver your first management pack by the end of week two.
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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