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Financial Reporting

Clean, readable financial dashboards built for decision-making, not just compliance.

Budget and Forecasting

Annual budgets and rolling forecasts that actually reflect how your business operates.

Banking and Lender Relations

Help preparing for credit conversations, covenant reporting, and lender updates.

Pricing and Margin Strategy

Understanding which products, services, and customers are actually profitable.

Exit and Transition Readiness

Getting your financials clean and organized before a sale, partnership, or ownership transition.

Why it works

What makes this different from hiring an agency or a consultant

  • 01
    You keep the decision-making

    This is your business. The role is to give you better information and a clearer picture, not to take over.

  • 02
    Oklahoma City roots

    Tyler Dickson is based in Edmond with a decade of experience across oilfield, manufacturing, and construction lending in the OKC market.

  • 03
    No firm overhead, no junior staff

    When you hire Scissortail, you get Tyler. Not a team of associates working off a checklist.

  • 04
    Flexible engagement

    Start with a defined scope. Expand when it makes sense. No long-term contracts required.

Ready to talk about your OKC business?

Most calls start the same way. "I should have called sooner." Let's figure out where you are and what makes sense.

Schedule a Free Conversation
What the Work Covers

Senior financial leadership.
Without the full-time hire.

Oklahoma City businesses in the $1M to $20M range get CFO-level financial leadership — cash flow visibility, forecasting, margin analysis, and the financial strategy that drives real decisions — without adding a $150,000+ salary to the overhead.

See also: Fractional CFO Oklahoma · Fractional COO Oklahoma City

01
Cash Flow Management

Weekly and monthly cash flow tracking so OKC business owners know exactly where cash is going to be — not where they hope it will be. Construction companies, energy services firms, and healthcare businesses all face cash timing challenges that a real forecast addresses before they become crises.

02
Financial Reporting Built for Decisions

Monthly financial packages that tell a story. P&L by business line, cash flow statement, balance sheet — delivered on time and built for what OKC business owners actually need to make decisions, not just what satisfies year-end compliance.

03
Margin and Profitability Analysis

Understanding which customers, contracts, and service lines are actually profitable in Oklahoma City's competitive market. OKC businesses that operate in energy, construction, and healthcare often have margin compression that doesn't show up in top-line revenue but shows up clearly in unit economics analysis.

04
Banking and Capital Access

Managing lender relationships, covenant compliance, line of credit conversations, and the financial presentation that gets OKC businesses the capital they need. The Oklahoma City banking market is relationship-driven — having a CFO who speaks that language matters.

05
Forecasting and Budget Management

Annual budgets and rolling forecasts built around how your OKC business actually operates. Not a spreadsheet that gets filed and ignored — a working model that management uses to make real decisions throughout the year.

06
Exit and Transaction Preparation

Preparing Oklahoma City businesses financially for a sale, partner buyout, or capital raise. Clean books, normalized earnings, and the financial documentation that supports a strong transaction outcome. OKC's active M&A market rewards businesses that come in prepared.

When It's Time

Signs your OKC business
needs a fractional CFO.

01
You're making decisions off gut feel and bank balance

If the primary financial input into your decisions is checking the account balance, you're missing the forward-looking picture. A fractional CFO builds the forecast that tells you where you're going — not just where you are.

02
Cash is tight despite solid revenue

This is the most common problem in Oklahoma City's construction and energy services businesses. Revenue looks fine but cash is always scarce. The culprit is almost always working capital — receivables timing, contract billing cycles, or overhead that grew faster than margin.

03
Your books wouldn't survive due diligence

If you'd be uncomfortable showing your financials to a lender, investor, or potential buyer — that's the problem. Clean books aren't just for compliance. They're for access to capital and maximum value at exit.

04
You're growing but margin isn't improving

Revenue is climbing but the business doesn't feel more profitable. That's a unit economics problem — growth is bringing in overhead and complexity faster than margin. A fractional CFO diagnoses which revenue is worth having and which isn't.

05
A sale or transition is in the next few years

OKC businesses that sell for maximum value started the financial preparation 2 to 3 years before going to market. The work — clean books, normalized earnings, documented systems — takes time. Starting early creates options.

06
Financial conversations happen once a year at tax time

A CPA handles compliance. A fractional CFO handles strategy — on a monthly basis, not once a year. If your most substantive financial conversation is with your CPA in March, there's a gap in financial leadership.

The Oklahoma City Market

OKC businesses
run on specifics.

Oklahoma City's economy spans energy, construction, healthcare, technology, and a growing professional services sector. The financial challenges across those industries are real and specific — energy commodity cycles, construction cash flow timing, healthcare revenue cycle complexity, and the working capital dynamics of businesses that run on contracts and long receivables.
Scissortail Fractional is based in Edmond — in the OKC market, not flying in from outside it. Tyler Dickson's decade-plus background in oilfield services, construction lending, and manufacturing translates directly to the industries that drive OKC's economy. The financial models are built for how Oklahoma City businesses actually operate.
Every OKC engagement is handled personally — no handoffs, no junior staff. The person you talk to in the first call is the person doing the work.
Industries We Know in OKC
Energy and Oilfield Services

Oklahoma City's core industry. Cash flow management through commodity cycles, capital expenditure planning, and the financial infrastructure that keeps energy businesses healthy in both the up and down cycles.

Construction and Real Estate Development

Project cash flow, bonding capacity, and the financial reporting that construction lenders and sureties require. OKC's construction market is active and competitive — financial clarity gives contractors an edge.

Healthcare

Revenue cycle analysis, practice management finances, and the operational financial infrastructure for growing Oklahoma City healthcare businesses.

Technology and Professional Services

Financial infrastructure for OKC's growing tech and professional services sector. Recurring revenue models, SaaS metrics, and the financial foundation that supports capital raises and growth.

How an Engagement Works

Fast start.
Real work from day one.

Step 01

Financial Assessment

A full look at the current financial picture — books, cash position, reporting quality, and the specific gaps that are costing the business clarity. Most OKC businesses have at least one financial blind spot that surfaces in the first 30 days.

Step 02

Priority List

A short list of the highest-leverage financial improvements in the right order. The five things that will have the most impact on financial visibility and decision-making — not a 40-item consulting report.

Step 03

Build the Systems

Implement the financial infrastructure the business needs — cash flow model, monthly reporting package, budget and forecast framework. The work that gives the owner a clear financial picture on an ongoing basis.

Step 04

Ongoing CFO Leadership

Monthly reporting review, cash flow management, decision support, and financial strategy as the business evolves. The engagement adapts to where the business is going, not just where it started.

Related services: Fractional CFO Oklahoma · Fractional COO Oklahoma City · Business Turnaround Oklahoma · Exit Planning Oklahoma · Business Consulting Oklahoma City · Outsourced CFO Oklahoma

Common questions

Questions OKC business owners ask

How is a fractional CFO different from a bookkeeper or CPA?
A bookkeeper records transactions. A CPA handles compliance and taxes. A fractional CFO interprets what the numbers mean for your business decisions, helps you plan ahead, and sits with you strategically. They work at a higher level than bookkeeping and are engaged ongoing, unlike a CPA who typically shows up at year-end.
What size Oklahoma City business is this right for?
Generally companies between $1M and $20M in annual revenue that are past the startup phase but not large enough to justify a full-time CFO. If you are growing fast, preparing for a transaction, or simply feel like you are flying blind financially, this is worth a conversation.
How many hours per month does this involve?
It depends on the scope. Engagements typically range from 8 to 20 hours per month. Some businesses need a heavier touch early on and dial back once systems are in place. We figure out what makes sense before we start.
What industries do you work with in OKC?
Oilfield services, construction, manufacturing, professional services, and family businesses across most industries. Oklahoma City's economy is varied and so is the client base.
How do I get started?
A free 30-minute call to hear about your situation and figure out whether this is a fit. No pitch, no pressure. Just a straight conversation.

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