- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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Strategic Financial Leadership, Without the Full-Time Price Tag
Turning data into direction.
What We Do ⟶ Outsourced Accounting Services ⟶ Fractional CFO
Strategic Financial Leadership, Without the Full-Time Price Tag
Turning data into direction.
Fractional CFO Services go far beyond closing the books each month. To add real value, we dig into the numbers behind the numbers, helping you understand not only what happened, but why it happened and what it means for the road ahead.
As part of every engagement, we take a close look at your existing accounting and reporting processes to ensure your financial data is both accurate and actionable. From there, we highlight the areas with the greatest impact on your business, margin analysis, forecasting, cost structure, and more, so you gain clarity and confidence in every decision.
This is not about more reports. It is about transforming financial information into a strategy you can use to grow your business with intention.
How We Can Help
Our Fractional CFO offerings provide the executive insight and financial oversight growing companies need most:
- Financial Reporting & Oversight
- Inter-Company Transactions & Consolidations
- Budgeting & Scenario Planning
- Analysis & Consulting Tailored to Your Goals
- Department-Level Profitability Insights
- Strategic Capital & Cash Flow Planning
- Forecasting for Growth & Capital Needs
- Regular Strategic Financial Meetings with Your Leadership Team
- Internal Controls & Process Reviews
- Ad Hoc Reporting & Custom Analysis
- Key Performance Indicator (KPI) Reporting & Dashboards
- And More
- Financial Reporting & Oversight
- Department-Level Profitability Insights
- Internal Controls & Process Reviews
- Inter-Company Transactions & Consolidations
- Strategic Capital & Cash Flow Planning
- Ad Hoc Reporting & Custom Analysis
- Budgeting & Scenario Planning
- Forecasting for Growth & Capital Needs
- Key Performance Indicator (KPI) Reporting & Dashboards
- Analysis & Consulting Tailored to Your Goals
- Regular Strategic Financial Meetings with Your Leadership Team
- And More
When It Fits
When Does a Business Need a Fractional CFO?
As companies grow in size and complexity, the need for CFO-level guidance increases. But many businesses benefit earlier, well before bringing on a full-time executive, especially when preparing for key milestones such as:
- Raising outside capital
- Expanding into new product or service lines
- Developing pro forma financial models
- Evaluating debt structures or growth financing
- Considering a sale or private equity transaction
Plans
Simple, Transparent Plans
for CFO Services
Custom
Best for: Businesses that need more than outsourced accounting, strategic financial leadership to guide growth, financing, and key business decisions, or to complement and strengthen your existing internal team without the cost of a full-time CFO.
What’s included:
- Custom financial dashboards & tailored reporting packages
- Cash flow monitoring, projections, & working capital management
- Compensation modeling and profit-split analysis
- CFO advisory on capital structure and key Key Performance Indicators
- Tailored accounting tech stack selection & implementation
- Regular strategic financial meetings with your leadership team
- Budgeting & forecasting support
- Department/class analysis & profitability reporting
- Multi-entity consolidation reporting
- Internal controls & accounting process design
- Year-end reporting package prepared in coordination with your tax CPA
- White-glove support from your Outsourced Accounting Services team
The Outcome
Clarity That Fuels Smarter Decisions
The end result is not just reports. It is confidence in your direction. With Beaird Harris Fractional CFO Services, you will have:
Confidence in timely, accurate financial oversight
Forward-looking tools for budgeting and forecasting
Actionable reporting and KPIs to measure success
Clear strategies for capital, growth, and risk management
Meet the Team
Outsourced Accounting Services Team
Our Fractional CFO team brings strategic finance leadership to business owners who need it part time. We recognize that the questions get bigger as a business grows, and that is where our team steps in, serving as a seamless extension of your leadership.
Practice Area
- Tax Services
- Outsourced Accounting
Related Services
Proactive planning and preparation for the business and its owners.
The foundation: clean, current, reliably closed books.
Reporting, oversight, and cash flow management on top of clean books.
Fee-only, fiduciary planning for the owner behind the business.
Tax and accounting services are provided by Beaird Harris, PLLC, a Certified Public Accounting firm.
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