image for site

Fractional CFOs for Companies with $1M - $10M in Revenue in San Antonio

Need to outsource something else? Search for proactivefinancial advisorsandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!

Fractional CFOs

Erica Goode, CPA | Cash Flow Projections, Process Optimization, Strategic Decision Support
image for site
image for site

10 Client Reviews

image for site
"Excellent! In working with Erica, I experienced a simplified bookkeeping process, a first time "window-to-my-cashflow-situation", and a "person on my corner" an advocate if you will, come tax preparation time. A shift in priorities at home led to no longer needing Erica's services. Erica's magic still lingers at the office and at home and am forever grateful for her help during a time of tremendous growth in my consulting practice."
ROCA Advisors | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
image for site
image for site

5 Client Reviews

image for site
"“ROCA has been an invaluable resource. Juan Carlos approached my disorganized accounting with patience and expertise, transforming it into a well-structured system. His professionalism, clear guidance, and attention to detail have given me confidence and clarity in managing my finances.”"
CPA on Fire - Concierge-Level CFO Services | Financial Strategy Development, Strategic Decision Support, Financial Modeling
image for site
"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
Green Canyon CFO | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
image for site
image for site

2 Client Reviews

image for site
"Tyson is great to work with and he and bring a high level of financial expertise to the table. He focuses on more than just the accounting and reporting (financial modeling, valuation, and profitability, etc.) so clients get meaningful insights that actually support decision-making."
Ecom CFO | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
image for site

1 Client Reviews

image for site
"Amazing. Sam & the entire dedicated accountants and account managers help answer all questions. They go above and beyond and use modern technology to assist in financial reviews and visualization of data. Love their commitment to making finance easy to understand and clean."
Happy Numbers | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
image for site

1 Client Reviews

image for site
"Timo has far exceeded expectations! I really don't understand how he does some of the stuff he does, but it is absolutely amazing! His level of detail and organization really compliments his financial knowledge and experience. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!"
Spark 3 Consulting | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
We provide financial peace of mind to startups and small businesses.
Showing 7 of 7 results

FrequentlyAsked Questions

How much should a fractional CFO charge for a $1M–$10M business?

Most fractional CFOs charge between $3,000 and $10,000 per month depending on the scope of work, complexity of your business, and your internal team’s capabilities.

Is a fractional CFO worth it for a company under $10M?

Yes. A fractional CFO can help you improve profitability, plan for growth, and avoid cash flow issues—at a fraction of the cost of a full-time CFO.

What are signs that my business needs a fractional CFO?

If you're managing $1M+ in revenue and struggling with cash flow, forecasting, or preparing for a fundraise, you likely need CFO-level support.

Can a fractional CFO help me raise funding?

Absolutely. They can prepare financial models, due diligence materials, and reports that make you more attractive to investors or lenders.

What’s the difference between a controller and a fractional CFO?

A controller focuses on historical data and compliance. A fractional CFO is forward-looking—helping you make strategic decisions about growth, profitability, and fundraising.

When Should a $1M–$10M Business Hire a Fractional CFO?

If your business has crossed the $1M mark and is scaling fast, it’s time to consider bringing in a fractional CFO. At this stage, you’re likely juggling multiple revenue streams, expanding your team, managing increasing overhead, and preparing for potential fundraising or acquisition opportunities. A fractional CFO gives you senior financial leadership to:
Build and manage budgets, forecasts, and financial models

Identify inefficiencies and improve gross margins

Create cash flow plans to avoid running out of capital

Analyze your financial data to guide strategic growth

Get investor-ready with clean books and data-driven insights

Whether you’re bootstrapped or backed, a fractional CFO is one of the highest-ROI hires you can make in this revenue range.

Not sure who’s right for you as business doing between $1-$10 million dollars anually? Answer a few quick questions, and we’ll introduce you to someone who fits.

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
Sam’s List logo
About Us
Accountants
Financial Advisors
Fractional CFOs
Connect with an Expert