Company lists · Data refreshed September 2026

Top 13 Virtual cfo services companies based in Dallas, United States

RevenueBase identified 42 virtual cfo services companies headquartered in Dallas, United States as of September 2026 and tracks 264 professional contacts across them, including 97 with verified work emails. New York is the largest hub.

This list covers virtual cfo services companies headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
42Companies
264Contacts tracked
97Verified emails
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The 13 largest virtual cfo services companies based in Dallas, United States

Ranked by team size
Top 13 of 42 virtual cfo services companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to virtual cfo services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202651-20064 contacts →

Indirect evidence

“Founded in 2001, Venturity is a leading finance and accounting services firm in Dallas, TX.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-1028 contacts →

Indirect evidence

“At Sigma Financial, we understand entrepreneurs and the challenges they face when building a company.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5022 contacts →

Indirect evidence

“At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 202611-5014 contacts →

Partial evidence

“Breathing new life into your plans, processes and profits through our operational CFO expertise.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-1011 contacts →

Indirect evidence

“WHY BR MESSER?”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“Capital CFO Partners is an organization of highly experienced strategic CFOs who provide interim and fractional CFO services to small and mid-sized businesses.”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“I help fractional CFOs build multiple 6 and 7-figure advisory-focused services through coaching, courses and community.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“PENUELCapital is the Business Funding Success CFO firm for Mom-and-Pop shops, small businesses, and medium-sized companies in all 50 U.S.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 202651-2001 contacts →

Indirect evidence

“Derek Hartsfield is an accomplished financial executive and trusted CEO advisor with over two decades of experience transforming organizations through strategic financial…”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Indirect evidence

“We help business owners and teams pursue growth through leadership excellence and purpose.”

Source: RevenueBase Database · checked Sep 22, 2026
12Partial evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“Doing business in a virtual world!”

Source: RevenueBase Database · checked Sep 22, 2026
13Strong evidenceDallas, TX, United StatesHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Bravo-Lemus Consulting provides CPA & Advisory services ranging from basic outsourced accounting and tax preparation to virtual CFO Services.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 13 of 42 virtual cfo services companies based in Dallas, United States

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Virtual cfo services companies based in Dallas, United States at a glance

As of Sep 22, 2026
36.7%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
231.0%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
3
51-200
4

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 42 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among virtual cfo services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dallas, United States whose own description of what they do matches “virtual cfo services companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names virtual cfo services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among virtual cfo services companies, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 97 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names virtual cfo services companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many virtual cfo services companies are there based in Dallas, United States?

RevenueBase identified 42 virtual cfo services companies headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Venturity, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most virtual cfo services companies?

New York leads with 97 headquartered companies, followed by Los Angeles (52) and Atlanta (50).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 97 verified decision-maker contacts tracked across these 42 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.