Fractional CFO in Houston
For revenue-generating companies in Houston and Texas backed by venture or private-equity investors, TA Strategic Advisory provides fractional CFO leadership: financial planning, cash visibility, and management and board reporting. Retained engagements start at $5,000 per month; most run $5,000 to $20,000 depending on cadence and whether a transaction is in process. Based in Houston, meetings in person or remote, engagements nationwide.
What fractional CFO support covers
A fractional CFO provides senior finance leadership on a part-time or agreed engagement basis. For a Houston company, that typically means the financial plan and forecast, cash runway analysis, and management and board reporting. It also means preparation for a fundraise or transaction. Day-to-day bookkeeping, payroll, and tax compliance remain with your existing accounting resources. The engagement models and what each includes are described on the services page. Defined modeling work runs as a financial modeling sprint.
How to evaluate a fractional CFO
Location matters less than most CEOs think. Most fractional CFO work runs on calls and shared systems, and the candidate pool is national. What to evaluate instead:
- Operator experience. Ask whether they have built a forecast and run reporting inside a company like yours. Ask whether they have only advised from the outside. Ask what their onboarding looks like and how they have handled a fundraise.
- Transaction experience. If a raise or an acquisition is in your future, ask which ones they have worked on and what their role was.
- How they work with your team. A good fractional CFO coordinates with your existing accounting resources and sets the reporting standards the team follows. Ask how they handle that.
- References. Talk to a CEO or sponsor they have worked with, and ask what changed in the first few months.
What to ask before signing
- What responsibilities are included, and what is explicitly out of scope?
- What deliverables do we receive each month or at each milestone?
- How many hours or days are included, and how do we reach you between them?
- What are the fees, the term, and the termination terms?
- Who maintains the forecast and reporting if the engagement ends?
More on comparing proposals in the fractional CFO cost guide.
Working with a Houston-based CFO
Taha Ahmed is based in the Houston area and meets in person with Houston-area companies when useful: board sessions, planning offsites, or the kickoff. Most of the work runs on scheduled calls and shared systems, and engagements serve companies nationwide. Service area: Houston, Sugar Land, Richmond, The Woodlands, Katy.
Call (346) 517-2242. Based in Houston, Texas. Serving investor-backed companies across the United States. See an example of the work: building the financial architecture for a Series A consumer company.
FAQ
Do you meet in person?
Yes, for Houston-area companies when an in-person meeting is useful: board sessions, planning offsites, or the kickoff. Most of the work runs on scheduled calls and shared systems either way.
Do you work with companies outside Houston?
Yes. Engagements are nationwide. The work runs on calls and shared systems regardless of location.
What does a Houston engagement cost?
Retained engagements start at $5,000 per month; most run $5,000 to $20,000 depending on cadence and whether a transaction is in process. Defined projects, including the financial modeling sprint at $10,000, are fixed-fee.
How quickly can you start?
Start timing is agreed in the proposal after the scoping call. Share your timeline on the call and it will be scoped around it.
Do you work alongside our existing accounting firm?
Yes. The engagement is scoped around your existing accounting resources. Bookkeeping, payroll and tax compliance stay with them.