Advisory & management accounts in Dallas, the United States

Looking for advisory & management accounts in Dallas? This page lists 24 advisory & management accounts firms operating in Dallas, the United States, with contact details and, where we have them, named partners and the tools they run.

Forward-looking finance support: monthly management accounts, cash-flow forecasting, budgeting, and part-time CFO input. Typical deliverables: monthly management pack; 13-week cash-flow; annual budget + reforecasts; board reporting. USD 500–5,000/mo depending on scope and company size.

24 advisory & management accounts firms in Dallas

Firm	Location	Contact
Alegnani Tax Advisory Group, P.l.l.c.	Dallas, US	LinkedIn
Alpine Pacific Advisors	Dallas, US	LinkedIn
Barclay Investment Advisors	Dallas, US	LinkedIn
Br Messer \| Fractional Cfo Services	Dallas, US	LinkedIn
Cfo Toolbox	Dallas, US	LinkedIn
Cmh Advisors, PLLC	Dallas, US	LinkedIn
Cohesion Business Advisors	Dallas, US	LinkedIn
Gavtax Advisory Services	Dallas, US	LinkedIn
George Valuation Advisors, INC.	Dallas, US	LinkedIn
Great Northern Advisory, INC.	Dallas, US	LinkedIn
Green Tax And Business Advisors, LLC	Dallas, US	LinkedIn
Greentree Advisors LLC	Dallas, US	LinkedIn
J. Alexander Business Advisors	Dallas, US	LinkedIn
Medical Incentive Advisors	Dallas, US	LinkedIn
Reiff Martin CPA & Business Advisory Services, PLLC	Dallas, US	LinkedIn
Saville Cpas & Advisors	Dallas, US	LinkedIn
Tax Advisors Group LLC	Dallas, US	LinkedIn
The Accounting Professor: Fractional Cfo, Accounting & Bookkeeping	Dallas, US	LinkedIn
The Catalyst Cfo	Dallas, US	LinkedIn
The Cfo Accelerator	Dallas, US	LinkedIn
Tj Advisors LLC	Dallas, US	LinkedIn
Tls Advisors	Dallas, US	LinkedIn
Winston Blanks Advisory, PLLC	Dallas, US	LinkedIn
Zacmabry Advisory	Dallas, US	LinkedIn

Compare 24 advisory & management accounts firms in Dallas — open each profile to see contact details.

Choosing a advisory & management accounts firm in Dallas

How to choose: (1) match the firm to your size and stage — a landlord and a 40-person company need different people; (2) confirm the qualification for regulated work (CPA, ACA / ICAEW, ACCA, CA (CA ANZ, CPA Canada, SAICA), CIMA, EA (US Enrolled Agent), Steuerberater, Expert-comptable); (3) ask for a fixed fee in writing; (4) check they use software you can log into; (5) talk to one existing client in your sector.

As one of the larger markets in the United States for accounting, Dallas firms range from sole practitioners handling personal returns to multi-partner offices running statutory audits and outsourced finance functions. If you are early-stage, a smaller local firm is usually faster and cheaper; above the audit threshold you will want a firm with a registered auditor.

Advisory & management accounts rules in the United States

In the United States, the recognised designation is CPA (Certified Public Accountant), licensed per state board. Filing and oversight: State Boards of Accountancy; AICPA sets standards. Private companies rarely need a statutory audit; often required by lenders, investors or franchise agreements. Federal return generally due mid-April; states vary; extensions widely available.

FAQ

What is a fractional or virtual CFO?: An experienced finance leader who works with you a few days a month — cheaper than a full-time hire, common for companies doing USD 1–20M revenue.

Nearby & related

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This directory is compiled from public company data and each firm's own website. Listing is not endorsement. Verify a firm's registration and current fees directly before engaging.