Fractional CFO services in Texas

Forecasting, pricing analysis, and lender-ready reporting from an operator who has already closed your books and knows the numbers cold.

Texas is our largest state outside Arizona, and for good reason: no state income tax draws founders and operators from across the country to Houston, Dallas–Fort Worth, Austin, and San Antonio, but that doesn't mean Texas is tax-simple. Every Texas entity above the no-tax-due threshold owes the state's franchise (margin) tax, and it's calculated on a margin basis that trips up business owners who assume “no income tax” means “no state tax filings.” Add Texas's 6.25% state sales tax plus up to 2% in local add-ons, and e-commerce sellers with nexus questions across multiple Texas jurisdictions need a firm that actually tracks this, not one that files once a year and hopes for the best. Texas also runs one of the largest Medicaid and managed-care markets in the country through Texas Medicaid and the STAR, STAR+PLUS, and STAR Kids programs, all requiring HHSC and TMHP/PEMS enrollment — which makes Texas a major market for the behavioral-health and revenue-cycle-management clients we serve. Beyond healthcare, we work with construction and trades companies job-costing across job sites, e-commerce brands scaling fast, oil and gas operators, and professional services firms — all on the same flat published pricing and business-day-5 close we run everywhere.

From $1,650/mo (Scale)