Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
Dallas–Fort Worth is the top destination for corporate relocations — and every company arriving from California or New York needs its financial infrastructure rebuilt for Texas. Multi-entity consolidation, real estate development accounting, and construction job costing require a finance leader who understands the DFW landscape. Management accounts by the 5th, cash-flow forecasts updated weekly — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
Companies moving headquarters to Dallas from high-tax states must restructure their chart of accounts, update nexus filings across every state they still sell into, and adapt to Texas franchise-tax requirements. A fractional CFO manages this transition without the overhead of a full-time hire during a period of peak uncertainty.
Dallas's commercial construction pipeline exceeds $40B in active projects. Job costing, WIP schedules, percentage-of-completion reporting, retainage tracking, and surety-bond financials require specialized accounting expertise that generic bookkeepers can't deliver.
DFW is home to dozens of energy services, pipeline, and midstream companies. Revenue recognition across long-term contracts, intercompany eliminations for multi-entity structures, and working-interest accounting all demand finance leadership beyond basic bookkeeping.
Dallas's business landscape is full of holding companies, real estate LLCs, and franchise groups operating across multiple entities. We consolidate financials monthly, eliminate intercompany transactions, and deliver a single management view across all your entities.
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.
Revenue, gross margin, AR days, AP days, cash runway, burn rate. Updated live. Know where you stand before month-end.
Rolling weekly cash forecast with scenario modelling. Essential for construction draws, real estate closings, and investor reporting.
Intercompany eliminations, entity-level P&L, and consolidated reporting across all your Dallas-area entities.
45-minute call to review the numbers, flag risks, and discuss opportunities. Like having a CFO in the room.
Franchise tax calculations, sales-tax nexus monitoring, and multi-state compliance. Working papers prepared for your CPA.
Property-level NOI, CAM reconciliation, 1031 exchange tracking, and lender-ready financial packages for Dallas's booming development market.
Job costing, WIP schedules, percentage-of-completion reporting, retainage tracking, and surety-bond financial statements.
Revenue recognition, joint-interest billing, intercompany eliminations, and regulatory compliance for energy-sector operators.
Utilization tracking, project profitability, partner compensation modelling, and client-level P&L for DFW's growing professional services sector.
You eliminate California's state income tax (up to 13.3%) but pick up Texas franchise tax and different sales-tax obligations. We restructure your chart of accounts, handle the nexus analysis for states you're still selling into, and model the franchise-tax computation methods. Most relocating companies see significant net savings.
Yes. We consolidate financials across multiple LLCs, partnerships, and holding entities monthly. Intercompany eliminations, property-level P&L, and a consolidated management view — delivered by the 5th of each month. This is especially common for Dallas real estate operators with 10+ entities.
We set up job-level cost tracking in your accounting system, produce monthly WIP schedules, calculate percentage-of-completion for revenue recognition, and prepare the financial statements your surety company requires. Every construction draw and retainage balance is tracked in real time.
Most Dallas 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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