CPA-Led Accounting & Fractional CFO Support in Dallas, TX
Where business moves fast—and your books should keep up.
Serving more of Texas
We support 13 cities across the state
How we help Dallas operators
Bookkeeping
- Accurate, up-to-date books for Dallas businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Dallas's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Dallas operators
- Strategic leadership for growth and risk management
What we see in Dallas
Dallas is a major business hub with a diverse economy spanning finance, technology, healthcare, and logistics. As companies grow across the metroplex, they need financial operations that provide clarity without complexity. We help Dallas businesses maintain clean books and strong financial visibility.
As Dallas continues to serve as a major business hub, companies need financial operations that provide clarity and control. We help you navigate this complexity with clean books, clear reporting, and the financial visibility stakeholders expect.
- Managing financial operations across multiple locations or entities
- Navigating complex revenue streams and billing models
- Scaling accounting processes to support rapid growth
- Ensuring accurate financial reporting for stakeholders
- Balancing operational efficiency with financial control
Industries we commonly support in Dallas
We support established businesses across the Dallas metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in Dallas
From financial services to professional services, Dallas businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Dallas market.
Financial & Operational Management Teams
Strategic leadership for growth and control
We support leadership teams navigating complexity—bringing structure, clarity, and insight to financial and operational decision-making.
Accounting System Transformation Teams
Building modern financial infrastructure
We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
Private Equity Portfolio Companies
Accelerating value creation
From post-acquisition integration to exit readiness, we provide the financial rigor, reporting cadence, and leadership support PE-backed companies require.
Mergers & Acquisitions
Enabling successful business transitions
We support buyers, sellers, and leadership teams through transactions—ensuring financial readiness, clean data, and confident execution.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater Dallas metro area and beyond.
Frequently asked questions
Do you work with Dallas-based financial services companies?
Yes. We support businesses across Dallas's major industries, including financial services, technology, healthcare, and logistics. Our CPA-led team brings expertise in complex accounting needs and can help you maintain accurate books and strong financial operations.
How do you help Dallas businesses with multi-entity structures?
We have experience managing financial operations across multiple entities, locations, and business lines. We'll help you maintain clean books, accurate intercompany accounting, and clear financial reporting across your organization.
Do you serve businesses throughout the Dallas-Fort Worth metroplex?
Absolutely. We work with companies across the DFW area, including Plano, Arlington, Fort Worth, Irving, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Dallas businesses?
We understand the fast-paced business environment in Dallas and the need for financial operations that provide clarity without adding complexity. Our team brings deep expertise in the industries that drive the Dallas economy.
Can you help with financial reporting for Dallas companies preparing for growth or exit?
Yes. Our fractional CFO services include financial modeling, strategic planning, and the clean financial reporting you need to support growth initiatives, fundraising, or potential exits.
Recommended next steps for Dallas teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Financial & Operational Management Teams
Strategic leadership for growth and control
Accounting System Transformation Teams
Building modern financial infrastructure
Private Equity Portfolio Companies
Accelerating value creation
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in Dallas—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.