CPA-Led Accounting & Fractional CFO Support in Plano, TX
Where corporate headquarters thrive—and your finance function scales.
Serving more of Texas
We support 13 cities across the state
How we help Plano operators
Bookkeeping
- Accurate, up-to-date books for Plano businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Plano's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Plano operators
- Strategic leadership for growth and risk management
What we see in Plano
Plano is home to major corporate headquarters and a thriving business community. As companies grow and evolve, they need financial operations that provide clarity and control. We help Plano businesses maintain clean books and strong financial visibility.
As Plano 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.
- Scaling financial operations to match business growth
- Managing complex revenue streams and billing models
- Ensuring accurate financial reporting for stakeholders
- Building financial processes that support strategic decisions
- Balancing operational efficiency with financial control
Industries we commonly support in Plano
We support established businesses across the Plano metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in Plano
From technology & software to professional services, Plano businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Plano 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We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.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 Plano metro area and beyond.
Frequently asked questions
Do you work with Plano-based corporate headquarters?
Yes. We support businesses of all sizes in Plano, from growing startups to established corporate headquarters. Our team understands the financial needs of scaling businesses and can help you maintain clean books and strong financial operations.
How do you help Plano businesses scale their finance function?
We start by understanding your current state and growth trajectory. Then we build the right financial operations—from clean bookkeeping to strategic CFO support—that scale with you without adding unnecessary overhead.
Do you serve businesses throughout the Plano area?
Absolutely. We work with companies throughout the greater Plano area and the broader DFW metroplex. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Plano businesses?
We understand Plano's business environment and the need for financial operations that provide clarity without adding complexity. Our CPA-led team brings deep expertise in supporting scaling businesses.
Can you help with financial reporting for Plano 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 Plano 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 Plano—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.