Fractional CFO - Plano

Senior-Level Financial Leadership Without the Cost of Hiring a Full Time CFO

Our CFO services focus on financial leadership, performance forecasting, and customized strategies for your business.

Is your Plano business expanding faster than your finances can support? Do you struggle to sustain strong cash flow or find it difficult to address investor inquiries regarding financial management? Are you searching for assistance in developing a clear succession plan for long-term stability?

A full-time CFO might not be necessary right now, but that doesn’t mean you have to navigate financial challenges alone. L&H offers fractional CFO services that bring top-tier expertise to Plano businesses on a flexible basis. Our specialists help you improve financial performance, plan for growth, and establish clear strategies for budgeting and forecasting. Whether you need help preparing for investor meetings or refining your business plans, our financial leadership allows your company to thrive with confidence and precision.

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How Do Fractional CFO Services Work?

When you secure the support of a fractional CFO in Plano or any other region nationwide, you give your business direct access to specialized financial knowledge that is essential for stability and growth. A fractional CFO assists your company in handling finances effectively, managing cash flow challenges, developing accurate forecasts, and offering critical guidance that ensures efficient scaling and avoids financial setbacks that could affect your business image.

L&H’s fractional CFO services are designed around the individual needs of Plano businesses. Our team handles everything from analyzing financial data and supervising budgets to establishing fundraising programs, joining investor discussions, and maintaining compliance with reporting requirements.

These services can be customized for your company’s schedule, whether you need assistance for a few hours a week or consistent monthly support. L&H delivers cost-effective financial leadership and insightful strategy for businesses that require a CFO’s expertise without taking on a permanent executive role.

Financial Strategy & Forecasting

Cash flow management & working capital optimization
Revenue growth forecasting & financial planning
Investment analysis and capital allocation
Strategic planning and execution support
Business succession and business sale planning

Budgeting & Cost Control

Profitability analysis & expense reduction strategies
Data-driven decision-making with financial KPIs
Department budget development and management
Vendor relationship and contract optimization

Accounting System Optimization

Implementation of automated accounting solutions
Monthly financial reporting & dashboards
Financial controls and internal audit processes
Accounting team leadership and mentoring

Growth & Funding Support

Fundraising and investor relations support
Merger & acquisition financial analysis
Business valuation and exit planning
Debt and equity financing strategies

Cost-Effective Solution

A full-time CFO can be expensive and unnecessary for businesses not ready for a permanent executive. L&H offers fractional CFO services that give you the same professional insight and leadership at a fraction of the cost, optimizing your return on investment.

Data-Driven Financial Strategies

Our approach blends technology, analytics, and financial modeling to create strategies that enhance forecasting accuracy and strengthen your company’s foundation for long-term growth.

Flexible Services

We adapt our services to fit your business’s evolving needs. From short-term projects to ongoing consultation, we deliver solutions that match your financial priorities and operational tempo, ensuring you receive targeted expertise when needed most.

Industry-Wide Credibility

The L&H name represents trust and excellence, respected by executives, CFOs, and entrepreneurs across industries who depend on our proven ability to drive sustainable business success.

Industry Expertise

Our experienced professionals have worked extensively in real estate, financial management, and corporate acquisitions, enabling us to apply tested insights that elevate the quality of leadership and direction for your organization.

L&H Offers Fast Results

When you bring in our fractional CFO services in Plano, you are securing more than precise financial tracking or updated ledgers. You are collaborating with a team of financial experts who are passionate about transforming the financial side of your business and elevating your strategic vision.

We have assisted many Plano-based businesses in improving profitability, stabilizing cash flow, and increasing investor confidence through clear and proactive financial guidance. Our approach gives companies greater control and insight into their financial direction.

Contact us today to discover how your business can achieve stronger growth, greater clarity, and sustained financial success under the leadership of experienced professionals.

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Client Testimonial

”

“L&H’s CFO services has been an incredible addition to Palm Gardens. Development of a monthly financial dashboard coupled with cash flow forecasts have provided me with the financial data previously unavailable in our small-to-mid-sized landscape company. Monthly review of these tools with Grant is equally important as it provides another set of eyes and opinions desperately needed as an owner. We are now working on securing a line of credit for the company which was always considered but never acted upon until I had the confident support of a financial advisor”

Pat Cook

Founder, CEO

Palm Gardens