Fractional CFO Services in Houston – Strategic Finance Leadership Without the Full-Time Cost

Helping small and mid-sized businesses master cash flow, improve profitability, and make confident decisions with 20+ years of global finance leadership.

📍 Serving Houston, Sugar Land, Katy, Richmond, and clients nationwide

RelyCFO Delivers Expert Financial Leadership to Growing Businesses in Finance. We offer Fractional CFO advisory services that drive clarity, confidence, and results. Whether you are scaling, restructuring, or navigating uncertainty - you can always rely on us

Why Businesses Choose RelyCFO

Running a growing business means more decisions, tighter cash flow, and higher stakes. You need more than bookkeeping—you need strategic financial leadership that helps you grow profitably without the cost of a full-time CFO.

At RelyCFO, we provide board-level finance expertise that scales with your business, whether you need short-term support or long-term partnership.

✅ 20+ years of Fortune 500 & PE-backed finance leadership
✅ Proven results in manufacturing, SaaS, healthcare, and services
✅ Flexible pricing and engagement models

Our Services

Advisory Services – Board-Level Insight for Better Decisions

When every decision impacts your bottom line, you need data you can trust. Our advisory services help you see the full picture—forecasting outcomes, weighing risks, and spotting opportunities before they slip away.
We help with:

• Strategic planning & growth modeling

• Board & investor reporting

• Pricing strategy & margin improvement

Core Financial Operations – Reliable Numbers, On Time, Every Time

Strong financial operations are the foundation of business success. We manage the processes that keep your business running smoothly while you focus on growth.
We help with:

• Monthly close & reporting

• Cash flow management

• Budgeting & forecasting

• Compliance & internal controls

CFO Transitions – Keep Finance Moving During Change

Losing a CFO—or waiting to hire one—doesn’t have to mean losing momentum. We step in to manage your finance function, maintain reporting cadence, and keep your leadership team informed.
We help with:

• Interim CFO coverage

• Finance team management

• Handover & onboarding support

Temporary CFO Support – Finance Leadership When You Need It

Whether it’s a major project, fundraising round, or cost-cutting initiative, we bring executive-level finance expertise for as long as you need it.
We help with:

• Project-based financial leadership

• Fundraising support & investor relations

• Strategic cost reviews

Proven Results

✅ Reduced financial closing from 10+ days to less than 5 days

✅ Driven Finance transformation programs - Restructuring, establishing finance teams, systems implementation

✅ Improved forecasting and planning process

✅ Implement tax planning strategies

✅ Mergers and Acquisitions - Integration of finance processes and teams

✅ Driven manufacturing strategy

✅ Establish supplier KPI – Driven $400M + cost reduction programs, establish supplier financing to improve working capital

✅Improved working capital through reducing past dues & robust inventory management

✅ Process documentation & risk mitigation – SOX compliance

Frequently Asked Questions

What is a Fractional CFO?
A part-time or project-based CFO who provides strategic financial guidance without the cost of a full-time hire.

Can you work with my existing accountant or bookkeeper?
Yes—we collaborate with your team to add strategic insight and leadership.

How do we start?
It begins with a 45-minute discovery call to understand your business and create a tailored plan

Ready to Take Control of Your Finances?

You don’t have to make big decisions in the dark. With RelyCFO, you get clarity, confidence, and control—without the full-time CFO price tag.

📞 Book your free strategy session today and get a clear, actionable plan for your business.