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Fractional CFO & COO · Oklahoma City

Fractional CFO & COO
serving OKC.

Oklahoma City is the state's largest market, energy, healthcare, construction, tech, and everything in between. We're based in Edmond, minutes from OKC, and we work with OKC businesses that need executive-level financial and operational leadership without the full-time price tag.

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What the Work Covers in Oklahoma City

CFO and COO leadership.
One engagement.

Oklahoma City businesses in the $1M to $20M range get both financial and operational leadership — the CFO function and the COO function — in a single engagement. For most businesses in Oklahoma City's energy, construction, and healthcare economy, financial problems and operational problems are intertwined. An operating partner addresses both.

Fractional CFO Oklahoma City · Fractional COO Oklahoma City · Business Consulting Oklahoma City

01
Financial Leadership (CFO Function)

Cash flow management, financial reporting, forecasting, margin analysis, and the financial strategy that gives Oklahoma City business owners a real picture of where the business is and where it's going. The CFO work that most Oklahoma City businesses in the $1M to $20M range are missing.

02
Operations Leadership (COO Function)

Process design, team structure, accountability systems, and the operational infrastructure that lets Oklahoma City businesses scale without the owner in every decision. The COO work that turns a founder-dependent business into one that runs on systems.

03
Integrated Financial and Operational Strategy

The intersection of finance and operations is where most Oklahoma City business problems actually live. Cash flow problems that trace to operational inefficiencies. Margin compression that comes from process waste. An operating partner sees both sides and addresses both.

04
Business Turnaround Support

When Oklahoma City businesses are under financial or operational pressure — declining margins, cash crisis, execution breakdown — a fractional operating partner provides the senior leadership to stabilize and rebuild. Both financial triage and operational restructuring.

05
Exit and Succession Preparation

Preparing Oklahoma City businesses for a sale or transition requires both clean financials and documented operations. An operating partner builds both — the financial picture buyers and lenders need to see and the operational infrastructure that shows the business runs as a system.

When You Need Both

The Oklahoma City businesses that benefit most
from an operating partner.

01
The problems are financial and operational

When cash is tight AND operations are breaking, two separate fractional hires is expensive and creates coordination problems. A single operating partner who sees both functions addresses them as the integrated problems they actually are in most Oklahoma City businesses.

02
The owner is doing the CFO and COO job

In many Oklahoma City businesses in the $2M to $10M range, the founder is handling financial decisions and operational decisions personally. An operating partner takes both functions off the owner's plate in one engagement.

03
The business is growing past its original structure

Oklahoma City businesses that were built for $1M are breaking at $5M. The financial reporting doesn't scale, the operational processes don't scale, and the team structure doesn't scale. An operating partner rebuilds all three.

04
A major transition is coming

Sale, acquisition, partner change, or ownership succession — transitions require the business to look good financially AND operationally. An operating partner prepares both sides simultaneously rather than sequentially.

05
The business needs a senior leader without the full-time cost

A full-time CFO and a full-time COO in Oklahoma City would cost $300,000 to $400,000 annually in combined salary. A fractional operating partner delivers both functions for a fraction of that — and only for the hours and scope the Oklahoma City business actually needs.

06
Turnaround is needed fast

When a Oklahoma City business is under pressure — financial, operational, or both — speed matters. A fractional operating partner who can assess both functions quickly and act on both simultaneously gets the business stabilized faster than two separate advisors working in sequence.

How an Engagement Works in Oklahoma City

One engagement.
Both functions.

Step 01

Business Assessment

A full-picture assessment of the Oklahoma City business — financial state, operational gaps, team structure, and the specific problems that need to be addressed first. Both sides assessed simultaneously so the priorities are set correctly.

Step 02

Integrated Priority List

A single priority list that covers both the financial and operational work — in the right order. The financial fixes that unblock operational progress. The operational changes that improve financial performance. Sequenced to get maximum impact quickly.

Step 03

Build Both Functions

Implement the financial infrastructure and the operational infrastructure the Oklahoma City business needs — simultaneously. Cash flow model, reporting, process documentation, team structure, accountability systems. The actual work, not a plan.

Step 04

Ongoing Operating Leadership

Stay in the Oklahoma City business as both functions evolve — monthly financial review, operational monitoring, decision support, and the ongoing leadership that keeps both sides of the business moving in the same direction.

What We Do

Two roles.
One partner.

Most OKC businesses in the $1M–$20M range don't need two executive hires. They need one person who operates across the financial and operational sides and moves between them as the situation requires.

Financial Leadership
Fractional CFO

Accurate books, forward-looking forecasts, cash flow visibility, and the financial strategy that lets you make decisions with confidence. Not just reporting what happened, helping you decide what to do next.

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Operational Leadership
Fractional COO

Process design, team accountability, and systems that let the business run without the owner in the middle of every decision. Building the foundation that makes growth sustainable.

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Common Questions

OKC businesses
ask us this.

Are you close enough to work with OKC businesses in person?

Yes. We're based in Edmond, minutes from OKC. In-person meetings, site visits, and on-site work are all part of how we operate. No flying in, no remote-only arrangements unless that's what works best.

What kinds of OKC businesses do you work with?

Businesses in the $1M to $20M range, energy services, healthcare, construction, professional services, tech startups, and family-owned businesses. The common thread is a business outgrowing its current structure and needing executive-level leadership without a full-time hire.

Do I need a fractional CFO, a fractional COO, or both?

Sometimes one, sometimes both. Most businesses in this range have a financial problem and an operational problem that are connected. We'll tell you honestly which one your business actually needs.

What does it cost?

Engagements typically range from $2,500 to $15,000 per month depending on scope. Every engagement is scoped to the actual work, not a standard package with services you don't need.

Most calls start the same way.
"I should have called sooner."

No pitch. No deck. Just a straight conversation about your business.

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