- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- 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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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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BUSINESSES
Fractional CFO
What We Do ⟶ Outsourced Accounting Services ⟶ Fractional CFO
Strategic Financial Leadership—Without the Full-Time Price Tag
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 isn’t about more reports; it’s about transforming financial information into a strategy you can use to grow your business with intention.
Strategic Financial Leadership—Without the Full-Time Price Tag
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 isn’t about more reports; it’s about transforming financial information into a strategy you can use to grow your business with intention.
What Our Fractional CFO Services Include
Our Fractional CFO offerings provide the executive insight and financial oversight growing companies need most:
- Financial Reporting & Oversight
- Internal Controls & Process Reviews
- Strategic Capital & Cash Flow Planning
- Forecasting for Growth & Capital Needs
- Budgeting & Scenario Planning
- Key Performance Indicator (KPI) Reporting & Dashboards
- Regular Strategic Financial Meetings with Your Leadership Team
- Analysis & Consulting Tailored to Your Goals
- Department-Level Profitability Insights
- Inter-Company Transactions & Consolidations
- Ad Hoc Reporting & Custom Analysis
- And More
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
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
- Budgeting & forecasting support
- Cash flow monitoring, projections, & working capital management
- Department/class analysis & profitability reporting
- Compensation modeling and profit-split analysis
- Multi-entity consolidation reporting
- CFO advisory on capital structure, and key Key Performance Indicators
- Internal controls & accounting process design
- Tailored accounting tech stack selection & implementation
- Year-end reporting package prepared in coordination with your tax CPA
- Regular strategic financial meetings with your leadership team
- White-glove support from your Outsourced Accounting Services team
Clarity That Fuels Smarter Decisions
The end result isn’t just reports—it’s confidence in your direction.
With Beaird Harris Fractional CFO Services, you’ll 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
- Ready to Connect?
