Fractional CFO Services

Your financial house,
brought to order.

Part-time CFO. Fully in your corner. I bring enterprise-grade financial clarity to growing businesses — fixing the problems that are holding you back, building the systems that free you to focus on what only you can do.

Book a Discovery Call Meet Dave Fox

25+

Years in corporate finance, including 15 at a $6B tech company

Years delivering fractional CFO services to growing businesses

Surprise tax bills for clients who implement our strategies

Who I Work With

Two kinds of clients, one through-line

Strategic CFO Advisory

Scaling companies needing a CFO-level partner

Established businesses making real strategic decisions — weighing expansion, preparing for sale, planning acquisitions, or navigating complex cash flow. You have people handling day-to-day operations. What you don't have is the analysis, modeling, and forward visibility to make the calls that actually matter.

Multi-entity operations Owners weighing exits Service and B2B companies scaling past founder-led finance

Foundation & Tax

Solopreneurs and growing businesses

Content creators, consultants, and service-based business owners. You're good at what you do — the finances haven't kept up. Books are behind, tax strategy is reactive, and you're flying without the systems and reporting you need to run with confidence.

Content creators & influencers S-corp operators Owner-operated service businesses

Services

The work that changes the picture

Strategic CFO Advisory

Financial Modeling & Projections

Multi-scenario models, sensitivity analysis, and forward-looking projections that turn assumptions into a working financial picture.

Budgets & Forecasting

Annual budgets and rolling forecasts built on real operational drivers — not last year's numbers plus a percentage.

Cash Flow Strategy

Working capital planning, treasury management, and the 13-week cash forecast that keeps the lights on while you scale.

Valuation Prep & Board Materials

Quality of earnings, normalization, pitch decks, board reports. Whether you're raising, selling, or reporting up, the numbers need to hold up.

Foundation & Tax

Financial Cleanup & Setup

Books behind? Never been on QuickBooks? I get you current, organized, and clear — fast. The foundation everything else is built on.

Tax Strategy & S-Corp Planning

S-corp election, reasonable compensation, estimated payments, retirement optimization. Proactive strategy that eliminates surprise tax bills.

Bookkeeping & Reporting

Monthly reports that actually tell you something. Clear, consistent, and delivered — so you can make decisions with confidence.

Systems & Infrastructure

QuickBooks setup, chart of accounts, payroll processes, accountable plans. Built right from the start so it stays clean.

How It Works

From chaos to clarity in four steps

Step 01

Discovery Call

We talk through your situation, pain points, and what's been holding you back. No obligation — just clarity on whether we're a fit.

Step 02

Assessment & Scope

I review your financials, assess the gaps, and give you a clear picture of what needs to happen and what it will take.

Step 03

Cleanup & Foundation

Books get current. Systems get built. Strategies get implemented. The financial house gets put in order.

Step 04

Ongoing Partnership

Monthly reporting, strategic calls, proactive planning. I stay in your corner as your business grows.

About

Dave Fox

Fractional CFO · Serving clients nationwide

25+ years in corporate finance

15 years at a $6 billion tech company

6 years fractional CFO practice

Certified QuickBooks ProAdvisor

S-corp & payroll strategy

Retail Software Consumer Electronics Semiconductors Data Storage Creator Economy

I spent 25 years in corporate finance — the last 15 as part of the finance organization at a $6 billion technology company. I know what good financial infrastructure looks like from the inside of a scaled organization.

Six years ago I started applying that experience to a different kind of client: small business owners and content creators who have real revenue, real ambition, and financial systems that haven't kept pace. The gap between where they are and where they could be — in clarity, in tax savings, in structure — is often significant. Closing that gap is the work.

I've helped clients get current on years of disorganized books, set up QuickBooks from scratch, elect S-corp status and implement payroll, file overdue taxes, and build the systems that give them real visibility into their business for the first time. I work remotely with clients across the country and bring the same rigor to their business that I brought to Fortune 500 corporate finance.

Your CPA — or mine — handles tax filings. I handle everything that makes those filings accurate, strategic, and as favorable as legally possible.

What Clients Say

Built on trust and results

"I was running my property business on paper checks and Lotus 1-2-3 when I found Dave — he completely modernized it. 16 companies across 25 properties, multiple ownership structures, consolidated financials and separate partner reports. He attacks every project fast and never sacrifices quality."

Clarke S.

"I run two companies, and handing the financial side to Dave has created enormous space for me to focus on growth instead of getting buried in operational details. Precision, intelligence, and integrity."

Vaughn G.

"Dave is the real deal. He knows tax strategy, financial planning, cash flow management, and overall business finances. I work with him on a number of high-net-worth, high-income clients."

Jason K., Enrolled Agent

"Dave didn't just organize my finances. He helped bring structure, clarity, accountability, and peace of mind back into my life. It's rare to find someone with this level of integrity, care, and dedication."

Rob S.

"Dave streamlined my transition into an S-corp, which unlocked massive tax savings I wouldn't have found on my own. The exact clarity and data-driven guidance I needed to scale with confidence."

Jaden S.

"Dave helped me set up my S-corp and implement tax strategies that got me a refund well above what I was expecting. In just a few months, he positioned me as if I'd benefited from his expertise for an entire additional year."

Ben R.

Get In Touch

Ready to bring order to the chaos?

The first conversation is always a discovery call — no pitch, no pressure. We talk through your situation and I give you a straight assessment of what I'm seeing and what I'd recommend.

Most clients come in knowing something is off but not knowing exactly what. That conversation usually makes it clear. I'll follow up within one business day to set it up.

Schedule a Discovery Call

A few questions so I can come prepared, then you'll pick a time that works.

✉ dave@legendarysolutionsgroup.com