Fractional CFO Dallas, Texas
A CFO in the room.
Not on the payroll.
Jordan Duncan, MSF holds the CFO seat for owner-led companies — running the forecast, the margin work, and the monthly reporting that decisions of consequence get made from. Retained by the month, at a fraction of the cost of the hire.
- Master of Science in Finance
- Dallas, Texas
- Clients nationwide
- Retained · Project · Interim
Seasonal
Q4 Financial Reset
Close the year with
books a filer can read.
One pass through the year: transactions categorised, accounts reconciled, personal separated from business, and a clean set of books handed to whoever files the return. The fee starts at $500 and is set by how much cleanup the year actually needs — which is what the short inquiry below establishes.
What the pass covers
- Financial health assessment
- Income and expense review
- Profitability snapshot
- Pricing reviewed by product or service
- An owner-pay recommendation
- A tax reserve target