Boutique virtual CFO & FP&A — Houston, TX
Virtual CFO and FP&A for Project-Based Firms
Forecasting, cash-flow visibility, and project-level profitability for firms of 10–250 people. Mesfonic gives project-based business owners and partners the forward-looking finance leadership they need to run every engagement with confidence — without hiring a full-time CFO.
Who we serve
Built for firms that live and die by the project
If your revenue comes in projects, your finance function has to think in projects. Mesfonic works exclusively with project-based firms — the economics of backlog, billable hours, milestone billing, and work-in-progress are the core of everything we do, not an afterthought.
IT & Technology Consulting
Utilization, bench cost, realization rates, and contract margins — the finance discipline behind healthy staffing firms and consultancies of 10–250 people.
Learn moreEngineering & EPC
WIP reporting, milestone billing visibility, and backlog margin for engineering firms managing complex, multi-phase project portfolios.
Learn moreArchitecture & Design
Phase-level project margins, staffing capacity planning, and cash forecasting for firms balancing design work with business reality.
Learn moreProfessional Services
Realization, utilization, and profitability insight for advisory, legal, and professional firms running on people and time.
Learn moreWhat we do
Four disciplines. One finance function.
Most growing project firms outgrow their bookkeeper long before they can justify a full-time CFO. Mesfonic fills that gap with senior FP&A leadership across four service areas — each valuable on its own, stronger together.
Forecasting & Financial Planning
Rolling forecasts, annual budgets, and scenario planning that turn your backlog, margin, and bench cost into a plan you can actually run the business on.
Learn moreCash Flow & Financial Visibility
13-week cash forecasts, milestone-billing visibility, and liquidity insight — know your cash position weeks ahead, not days after.
Learn morePerformance Reporting & KPI Dashboards
Monthly reporting that partners actually read: utilization, realization, WIP, and project margin in one clear, decision-ready view.
Learn moreDecision Support & Profitability
CFO-level guidance on pricing, hiring timing, and project mix — plus a steady profitability cadence led by an experienced FP&A advisor.
Learn moreWhy Mesfonic
Project economics, not generic finance
Generalist outsourced finance firms treat your business like any other company with revenue and expenses. But a project-based firm's money moves differently — and if your finance advisor doesn't speak project economics, the numbers will never quite add up. Mesfonic's work is organized around the four economic realities that define project firms.
Backlog & bench cost
Unbillable staff is your largest unexamined expense. Mesfonic connects backlog coverage to bench cost so hiring decisions follow the pipeline — not hope.
Milestone billing
When cash arrives at milestones instead of monthly, cash planning gets complex. Mesfonic maps billing events to cash receipts so liquidity is never a surprise.
WIP reporting
Work in progress hides both profit and problems. Mesfonic brings earned-revenue and over/under-billing discipline to every active project.
Project-level margin
Overall margin can look fine while half your projects lose money. Mesfonic makes project-level margin visible, so the firm's winners subsidize nothing.
How engagements work
Productized plans. Serious finance leadership.
Three clear engagement tiers — no long contracts, no hourly meter running in the background. Every plan starts with a conversation about where your firm is and what the next twelve months need to look like.
Visibility
$3,000/mo
The financial foundation: monthly reporting, KPI dashboards, and a rolling cash-flow forecast. For firms that need real numbers they can trust — and a finance partner who answers the phone.
See what's includedAdvisory
$5,000/mo
Everything in Visibility, plus active CFO partnership: profitability analysis, pricing and hiring guidance, and a regular advisory cadence with your leadership team.
See what's includedStrategic CFO
Custom
Deeper, hands-on finance leadership for firms in transition — growth sprints, lender relationships, partner buy-ins, or complex project portfolios. Scoped and priced per engagement.
See what's includedFree Finance Toolkit
Start with the tools. Stay for the thinking.
Not ready for an engagement? The Mesfonic Finance Toolkit is a set of free, field-ready spreadsheet templates built for project-based firms — the same disciplines we bring to client work, packaged so you can use them yourself.
13-Week Cash Flow Template
Weekly receipts, disbursements, and rolling liquidity visibility — the early-warning system every project firm needs.
Get the templateProject Profitability Tracker
Budget vs. actual, margin by project, and early-warning flags that show which engagements are drifting.
Get the templateProject Pricing Calculator
Rate cards, loaded labor cost, and target margin — build defensible fees and see what a discount or scope change does to profit.
Get the templateResource Utilization Tracker
Billable percentage by person and team, bench visibility, and capacity planning — so hiring is based on workload, not gut feel.
Get the templateHow is Mesfonic different from our accountant or bookkeeper?
Your accountant records the past; Mesfonic plans the future. Bookkeeping and tax tell you what already happened. A virtual CFO and FP&A advisor builds rolling forecasts, cash-flow projections, project-level margin analysis, and a monthly decision cadence so leadership knows what's coming — and what to do about it — before it happens.
What size firms does Mesfonic work with?
Mesfonic works with project-based firms of 10 to 250 people — large enough to have real project economics to manage, but not yet at the stage of hiring a full-time CFO and FP&A team. Firms in this range get the most from senior finance leadership at a fraction of a full-time hire.
Do you require long-term contracts?
No. The Visibility ($3,000/mo) and Advisory ($5,000/mo) plans are month-to-month engagements. Strategic CFO arrangements are scoped and priced per engagement. Most clients stay because the reporting cadence becomes part of how they run the firm — not because a contract says so.
Do you work with firms outside Houston or Texas?
Yes. Mesfonic is based in Houston, TX and works with project-based firms across the United States. All engagements are delivered remotely with a regular video cadence, shared dashboards, and clear deliverables each month.
Can you work with our existing accounting system and team?
Yes. Mesfonic sits on top of your existing bookkeeping and accounting software — QuickBooks, Xero, Sage, or industry-specific systems. The role is forward-looking finance leadership: forecasting, cash planning, and reporting — not replacing the people who handle your day-to-day books.
What's the difference between the Visibility and Advisory plans?
Visibility ($3,000/mo) delivers the financial foundation: monthly reporting, KPI dashboards, and cash-flow forecasting. Advisory ($5,000/mo) adds active CFO partnership — profitability analysis, decision support, hiring and pricing guidance, and a regular advisory cadence with your leadership team. Strategic CFO is a custom engagement for firms that need deeper, more hands-on finance leadership.
Run your projects with financial confidence.
Talk to a finance advisor who speaks project economics — backlog, bench, WIP, and margin — not just accounting.