Best Fractional CFO Services in Houston

Top Houston Fractional CFO Companies & Fractional CFOs

Houston has always been a powerhouse of industry, commerce, and innovation. From energy and healthcare to aerospace, logistics, real estate, and emerging technology, the city’s diverse economy demands seasoned leadership—especially in the realm of finance.

Enter the fractional CFO: a flexible, strategic executive who steps in with precision and perspective, without requiring a full-time hire.

At Digital Reference, our mission is to showcase professionals more authentically and transparently. That means shining a light on the independent executives doing transformative work at the ground level—those who may not make headlines but are making balance sheets healthier, forecasts sharper, and leadership teams stronger.

This curated list of Fractional CFOs in Houston highlights individuals and firms providing financial leadership across the region. Some are solo operators, others run boutique firms—but all bring seasoned expertise to organizations navigating complex growth, change, or optimization.

As a living list, this article will continue to grow over time. We encourage you to bookmark it and revisit as we spotlight more finance professionals in Houston and the surrounding region.

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🌟 Our Methodology - How We Built This List of Top Fractional CFO Services in Houston

Each fractional CFO and fractional CFO company featured below has been selected through a qualitative research process based on the following criteria:

• Houston presence (including surrounding areas across the Houston metropolitan region). Prioritizing professionals and firms serving businesses throughout the greater Houston market
• Current practice as an interim, part-time, fractional, or contract-based CFO
• Professional visibility, including a clear LinkedIn profile, business site, or demonstrated thought leadership
• Experience working with startups, founder-led businesses, nonprofits, PE-backed ventures, or growth-stage companies
• Relevant financial expertise, including FP&A, cash-flow management, financial strategy, forecasting, capital planning, and business advisory
• Alignment with Digital Reference’s values of radical transparency and authenticity

These are fractional CFO service providers helping Houston founders and leadership teams sleep better at night—and make more informed, data-backed financial decisions.

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🌟 Digital Reference's List of Best Fractional CFO Companies in Houston

For organizations that prefer the resources of a firm rather than working with an individual fractional executive, Houston offers several strong options. These companies combine experienced financial leadership with broader accounting, forecasting, financial planning, fundraising, and finance operations support.

The firms below were selected based on their Houston presence, fractional or outsourced CFO capabilities, professional visibility, and experience supporting startups, growing businesses, and organizations navigating financial complexity.‍

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📈 LCS Forensic Accounting & Advisory

LCS Forensic Accounting & Advisory is a Houston-based CPA and advisory firm providing fractional CFO services alongside accounting, forensic accounting, and M&A advisory. Its fractional CFO offering gives growing businesses access to executive-level financial leadership focused on cash flow, financial planning, reporting, operational efficiency, and strategic decision-making.

Notable Services:

• Fractional and interim CFO services
• Financial planning, budgeting, and forecasting
• Cash-flow management and financial reporting
• M&A advisory and financial due diligence
• Business valuation and transaction support
• Financial controls and operational efficiency
• Fundraising and capital strategy

LCS may be a strong fit for small and midsized businesses navigating growth, M&A, fundraising, restructuring, or complex financial decisions that need experienced CFO-level guidance without the cost of a full-time executive.

Founded by:

Max Lummis, CPA, CVA, CFE, Founder & Managing Partner. Lummis brings two decades of experience in forensic accounting, transaction advisory, valuation, and private equity investing. He has served as an expert witness in more than 500 cases and has worked on more than 1,000 deals representing over $1 billion in enterprise value.

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📈 CIKA Global Business Advisory

CIKA Global Business Advisory provides strategic, financial, and business advisory services to organizations navigating growth, expansion, and complex market opportunities. Led by Gerardo Villavicencio, the firm combines financial planning and consulting with strategic planning and business expansion support, including work connected to U.S. and international markets.

Notable Services:

• Financial planning and advisory
• Strategic business planning
• Business consulting and financial consulting
• Business expansion and market-entry support
• Management consulting
• Financial accounting and analysis
• Cross-border business advisory

CIKA Global Business Advisory may be a good fit for companies pursuing expansion, new-market opportunities, or strategic growth initiatives that need financial and business guidance alongside broader operational and commercial support.

Founded by:

Gerardo Villavicencio, Founder & Business Expansion Advisor. Villavicencio brings extensive international business experience, with advisory work spanning strategic planning, financial consulting, business transformation, market expansion, and cross-border initiatives. His experience includes helping organizations establish and expand operations between the U.S. and Latin American markets.

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📈 Tina Worrell CPA, PLLC

Tina Worrell CPA, PLLC is a Greater Houston accounting and advisory firm providing outsourced accounting, tax strategy, business advisory, and Virtual CFO services to growing businesses. Its CFO services focus on budgeting, forecasting, cash-flow projections, performance analytics, and forward-looking financial guidance, while its broader accounting model provides ongoing financial infrastructure and reporting support.

Notable Services:

• Virtual and fractional CFO services
• Budgeting and financial forecasting
• Cash-flow management
• Financial reporting and performance analysis
• Business advisory and KPI reporting
• Bookkeeping and accounting
• Tax planning and preparation

Tina Worrell CPA may be a strong fit for growth-minded professional service businesses and small to midsized companies seeking an ongoing financial partner that combines accounting, tax strategy, and CFO-level guidance.

Founded by:

Tina Worrell, CPA, Founder & Managing Partner. Worrell brings more than 25 years of experience in accounting, internal audit, and fraud investigation. Before founding her firm, she served as Director of Internal Audit for a large Texas school district and developed expertise in corporate accounting, internal controls, and financial risk.

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📈 Perthshire Financial, LLC

Perthshire Financial is a Fulshear, Texas-based financial services firm helping small businesses strengthen their bookkeeping, financial reporting, financial systems, and business finances. The firm takes a hands-on approach to financial management, combining bookkeeping and accounting support with financial advisement designed to give business owners greater clarity and control.

Notable Services:

• Bookkeeping and transaction management
• Financial statement preparation
• Financial reporting
• Expense and cash-flow visibility
• Financial advisement
• Accounting systems and process support
• Business financial management

Perthshire Financial may be a good fit for small business owners who need dependable financial infrastructure and greater visibility into their numbers, particularly companies looking for hands-on support rather than a traditional accounting relationship.

Founded by:

Isack Kohn, CPL, Principal, Founder & Managing Member. Kohn founded Perthshire Financial around a mission of helping small businesses compete with the financial intelligence and discipline of larger organizations. The firm emphasizes precision, actionable financial information, and practical support across bookkeeping, operations, systems, and growth.

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📈 Sabre Financial Group LLC

Sabre Financial Group is a financial advisory and consulting firm serving small and mid-market businesses with CFO services, interim leadership, capital advisory, M&A support, and enterprise value optimization. Its flexible model is designed to help business owners improve financial performance, strengthen reporting and planning, prepare for transactions, and make more informed growth and financing decisions.

Notable Services:

• Interim and fractional CFO services
• Controller and CAO services
• Financial planning and analysis
• Budgeting and forecasting
• M&A analysis and transaction preparation
• Capital and financing advisory
• Enterprise value optimization

Sabre Financial Group may be a strong fit for small and mid-market companies preparing for growth, financing, or a future sale that need experienced financial leadership and strategic support without necessarily adding a full-time CFO or controller.

Founded by:

Robert E. Johnson II, CPA, President & Managing Partner. Johnson is a Texas CPA and financial advisor with 27 years of corporate and consulting experience, including experience at Price Waterhouse. His expertise includes FP&A, budgeting, forecasting, economic modeling, cash and working-capital management, risk mitigation, and investment evaluation.

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🌟 Digital Reference's List of Best Fractional CFOs in Houston

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📊 Julio Calzada

Julio brings a combination of accounting expertise and strategic financial leadership to middle-market businesses. His work focuses on improving financial visibility, restructuring cash flow, and helping companies create a stronger foundation for sustainable growth, particularly across logistics, construction, and manufacturing.

Notable Expertise:

• Operational finance and cash-flow restructuring
• Financial visibility for middle-market businesses
• Strategic planning for sustainable growth

Julio is a strong fit for businesses looking to bring greater structure to their financial operations while creating a clearer path for growth.

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📊 Joy Ndegwa

Joy combines financial strategy, accounting expertise, and business operations experience to support startups and mission-driven organizations. She helps leaders build stronger financial infrastructure while creating practical systems for fundraising, compliance, and sustainable growth.

Notable Expertise:

• Financial systems for startups and growing organizations
• Fundraising readiness and financial planning
• Compliance and strategic finance operations

Joy is ideal for founders and mission-driven leaders who need stronger financial infrastructure without losing sight of their broader goals.

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📊 Brad Johnson

Brad brings decades of financial leadership experience to small and midsized businesses, startups, and growth-oriented companies. As a fractional CFO, he combines strategic planning with hands-on financial guidance, helping business owners improve cash flow, strengthen processes, and prepare for growth or an eventual exit.

Notable Expertise:

• Strategic financial planning and growth strategy
• Cash-flow management and forecasting
• Exit planning and financial readiness

Brad is a strong fit for growth-minded businesses seeking practical CFO guidance to improve performance and build long-term value.

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📊 Riochi Giles

Riochi brings a blend of corporate finance experience and entrepreneurial perspective to her work with growing businesses. Through Giles Financial Consulting, she provides fractional CFO advisory and financial strategy designed to improve clarity, strengthen operations, and help business owners make more confident decisions.

Notable Expertise:

• Fractional CFO advisory and financial strategy
• Financial operations and cash-flow management
• Growth planning for small and mid-sized businesses

Riochi is a strong fit for entrepreneurs looking for a strategic financial partner who can connect day-to-day financial management with long-term growth.

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📊 Melanie Perez

Melanie brings more than 15 years of experience leading finance and accounting functions across family-owned businesses, private equity-backed companies, and international organizations. As a fractional CFO and controller, she combines financial operations expertise with forecasting, reporting, process improvement, and cash-flow management.

Notable Expertise:

• Finance and accounting operations management
• Budgeting, forecasting, and financial modeling
• Cash management, KPIs, and financial reporting

Melanie is ideal for businesses that need experienced financial leadership while strengthening the systems, processes, and visibility behind their finance function.

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Using Digital Reference to Find the Best Fractional CFO Service in Houston For Your Needs

In a market shaped by energy, healthcare, technology, real estate, manufacturing, and growing entrepreneurial businesses, fractional CFOs give companies access to experienced financial leadership without the commitment of a full-time executive. Whether a business is improving cash flow, preparing for growth, raising capital, navigating an acquisition, or building stronger financial systems, the right fractional CFO can bring clarity and strategic direction.

They’re not just financial managers. They’re:

• Strategists who connect financial decisions with long-term business goals
• Advisors who help founders and executives navigate growth, risk, and capital
• Architects who build scalable financial systems, reporting, forecasting, and processes

At Digital Reference, we believe in professional storytelling backed by structured data, demonstrated experience, and social proof. Our platform gives fractional CFOs and financial leaders a place to:

• Showcase their experience through professional profiles and verified work
• Share references, testimonials, and accomplishments that build trust
• Highlight their expertise and thought leadership in a credibility-focused format

This guide is one of the ways Digital Reference helps organizations discover fractional CFO professionals and firms while giving financial leaders a platform to demonstrate the experience and work behind the title.

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Final Word: Smart Finance in a Smart City

Houston’s business ecosystem is vast—but it’s also changing. Leaner, smarter operations are the name of the game, and fractional CFOs are enabling that transformation. These professionals offer more than financial statements—they bring focus, rigor, and strategic partnership.

Whether you're bootstrapping, venture-backed, or scaling fast, there's no reason to wait on full-time finance talent. Houston has the fractional firepower you need.

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Know a fractional CFO that should be featured? Email us at hello@digitalreference.co.