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  • About
    • Leadership
    • Our Team
    • Awards and Recognitions
    • Community
  • Services
    • Outsourced Accounting
    • Managed Offshore Services
    • Fractional CFO Advisory Services
    • Accounting Projects
  • The Venturity Way
  • Insights
    • News & Blog
    • Founding Stories
    • Case Studies
  • Careers
    • Join Our Team
  • Contact
Give Us A Call 972.692.0380

Fractional CFO Advisory Services

Venturity’s CFOs and COOs are experts at helping companies develop and implement effective financial and operational strategies

Our team of experienced advisors offer much more than forecasting and process development. Venturity provides financial and operational leadership to spearhead your entire organization.

How Do Our Fractional CFOs Impact Your Business?

Venturity’s advisory team can offer leadership when you need it most. With a flexible approach, Venturity’s CFO’s will provide guidance to your company.

How Do Our Fractional CFOs Impact Your Business?

When you lean on the Venturity team for outsourced CFO advisory
services, you have access to expertise in these areas:

Cash Management Cash is king and it’s difficult to run a successful business without it. We provide the forward looking visibility to fully understand how much cash a business needs and when.

Budgeting, Forecasting, & FP&A Our experts use KPIs and tailored operating metrics to set performance targets that track progress and growth via dashboarding.

Transaction/M&A Support Whether it’s a strategic acquisition or you’re interested in selling assets, we offer expertise in all areas of the transaction process including due diligence, deal structuring, negotiation, documentation review, process optimization and post-acquisition integration.

System Selection and Implementation Our advisory team incorporates the use of technology and systems when mapping out your growth plan. Our proven process focuses on achieving scale and efficiency goals while minimizing transition costs and disruptions.

Capital Structure Optimization Your virtual CFO can help you determine the best mix of debt and equity to support your strategic plans. We also have access to a robust network of capital sources and can assist with the structuring, negotiation and execution of your capital raise.

Operational Consulting Your fractional CFO or fractional COO will evaluate your company’s overall organization to maximize personnel effectiveness and operational efficiencies, resulting in improved performance and profitability.

Discover the Venturity Way

Doing things the right way for the right reasons.

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We are committed to achieving success with you, our clients and partners.

  • Our clients receive a dedicated accounting team. This allows us to leverage unique skill sets & expertise of team members.
  • Our highly skilled team members exceed client expectations with unparalleled problem solving and accounting leadership.
  • Our work is timely, consistent, comprehensive and operationally focused.
  • Our commitment to great accounting, open communication and an active partnership, marked by mutual respect, is the cornerstone of our client experience program.
Learn more about Venturity

We Bring Strategic Financial Leadership With the Backing of a Robust Accounting and Systems Consulting Team

Contact Venturity Today
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Venturity is not a CPA Firm.
Venturity accounting services provided through an alliance with CM, CPA.
Photography by Ren Morrison.

©2025 Venturity®. All Rights Reserved.

972.692.0380

[email protected]

14841 Dallas Pkwy. Suite 600 Dallas, TX 75254

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