Command Your Cashflow. Lead With Confidence
DALLAS, TX
Moving driven entrepreneurs from financial chaos to absolute clarity. We provide executive-tier Fractional CFO advisory and precision bookkeeping without the C-suite overhead.
EXECUTIVE FINANCIAL PARTNERSHIP
Stop Guessing. Start Leading.
You did not build a successful company to spend your weekends stressed over spreadsheets. As you scale, reactive bookkeeping is no longer enough to sustain your momentum. You need proactive, forward-looking financial architecture. I step in as your dedicated CFO—taking the operational headache off your plate and equipping you with the exact metrics you need to make profitable, confident decisions.
The Tools for Growth
Stop viewing accounting as a compliance task. Discover how executive oversight can protect your capital, multiply your profits, and accelerate your growth.
Precision Bookkeeping
Bulletproof your daily operations. I maintain impeccable ledgers, ensuring your data is accurate, compliant, and ready for high-level analysis at a moment’s notice. Free yourself from the administrative weeds.
Fractional CFO Advisory
The strategic advantage for growing enterprises. Gain comprehensive budgeting, scenario planning, and advanced cash flow forecasting to navigate rapid growth without the financial blind spots.
FREQUENTLY ASKED QUESTIONS
Clarity Before Commitment.
Entrusting your business’s finances to an external partner is a major strategic decision. Here are answers to the most common questions driven entrepreneurs ask before we begin.
Why do I need a Fractional CFO if I already have a CPA?
Your CPA typically files taxes based on the past. A Fractional CFO forecasts your future. We manage daily cash flow, optimize pricing structures, and build the strategy needed to maximize your profits year-round.
What is the true ROI of hiring Smith & Co.?
Absolute clarity and reclaimed time. We uncover hidden cash leaks, eliminate unprofitable spending, and free you from operational accounting so you can focus entirely on generating revenue.
Is my business ready for executive-level finance?
If you are generating consistent revenue but feel like you are guessing on major financial decisions, you are ready. We tailor our strategic frameworks to fit your exact growth stage.
How does the onboarding process work?
We begin with a deep-dive audit of your current books and systems. We identify financial bottlenecks, clean up historical data, and implement streamlined, forward-looking workflows—typically within the first 14 to 21 days.
Do you replace my current internal team?
Not at all. We operate as a seamless extension of your business. Whether we are integrating with your existing administrative staff or handling the books entirely, we plug into your operations without disruption.
Do you serve businesses outside of Dallas, Texas?
Absolutely. While headquartered in Dallas, Smith & Co. operates virtually. We utilize secure, cloud-based financial infrastructure to provide strategic oversight to ambitious enterprises nationwide.
Meet Your CFO
Looking for more than just a standard bookkeeper? Partner with a dedicated financial strategist who understands the operational challenges of a growing enterprise. Gain the clarity you need to scale with confidence, back your leadership decisions with flawless data, and take absolute control of your bottom line.
The Vision Behind Smith& Co.
After years of honing her financial expertise in the corporate sector, founder Shatara Smith recognized a critical gap in the market. Ambitious, growing enterprises require the exact same caliber of strategic financial leadership as massive corporations, yet they rarely have access to it. Leaving the corporate world behind, she launched Smith & Co. to bridge that gap, bringing executive-tier financial oversight backed by the rigorous analytical foundation of her training at RIT directly to the driven entrepreneurs who need it most.
Today, Smith & Co. serves as a dedicated financial partner to businesses ready to scale. We believe your finances should never be a source of anxiety, but rather the ultimate roadmap to your success. By combining precision bookkeeping with forward-looking Fractional CFO advisory, we transform complex data into a clear, actionable strategy empowering you to optimize cash flow, make confident decisions, and build a resilient financial legacy.
The Smith & Co. Advantage
We don’t just track your money. We protect it and multiply it.
Forward-Looking Strategy
We look through the windshield, not the rearview mirror. We anticipate risks and uncover growth opportunities long before they appear on a balance sheet.
Proactive Cash Management
We don't just report on your cash flow; we actively optimize it. We ensure you always have the financial runway required to operate and expand.
Absolute Financial Clarity
No convoluted financial jargon. Just clean, accurate dashboards that tell you exactly what you need to know to lead your company confidently.
Seamless Integration
We operate as an organic extension of your team. Our systems plug directly into your existing operations without causing administrative disruption.
Professional Corporate Rigor
Gain access to enterprise-level financial architecture, scaled and customized specifically for the agile, independent business owner.
Direct Partnership
You are never handed off to a junior accountant. When you partner with us, you get direct, executive-level advisement straight from the founder.
Ready to Scale with Absolute Clarity?
Let’s turn your messy data into a strategic asset. Schedule a consultation today to uncover your financial bottlenecks and map out a clear path to profitable growth.