We're a family-run team based in Kaufman County, Texas, partnering with small to medium business owners who need strategic financial guidance, clean books, and systems that support growth.
Shelly brings over two decades of financial and accounting leadership with a focus on helping business owners understand their numbers and plan strategically. Matthew complements that with systems and automation expertise so your financial data stays accurate and your operations stay efficient. Together we provide Fractional CFO services that give you clarity, confidence, and a roadmap for profitable growth.
Fractional CFO & Accounting Lead
Over 20 years providing strategic financial guidance and accounting leadership to owner-led businesses. Shelly specializes in translating complex financial data into clear, actionable insights that drive confident decision-making and profitable growth.
Systems & automations
Software developer focused on weaving together the tools you already own. Matthew builds practical automations, dashboards, and workflow adjustments that support accounting and operations.
These commitments guide every engagement and keep teams confident in the process.
We integrate with your existing team and tools rather than forcing a template that doesn't fit.
Expect context alongside every report or automation so you know what changed and why it matters.
We track where time is slipping away and propose sensible refinements without overwhelming your team.
We partner with clients across North Texas and beyond. Most engagements happen remotely with intentional in-person time when it supports the work. Communication stays direct--no ticket desks or layers between you and our team.
Share where your business is today and where you want it to go. We'll outline the Fractional CFO and accounting support that will give you the clarity and confidence to get there.
