- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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BUSINESSES
Fractional CFO
What We Do ⟶ Outsourced Accounting Services ⟶ Fractional CFO
Strategic Financial Leadership—Without the
Full-Time Price Tag
Fractional CFO Services go far beyond closing the books each month. To add real value, we dig into the numbers behind the numbers—helping you understand not only what happened, but why it happened and what it means for the road ahead.
As part of every engagement, we take a close look at your existing accounting and reporting processes to ensure your financial data is both accurate and actionable. From there, we highlight the areas with the greatest impact on your business—margin analysis, forecasting, cost structure, and more—so you gain clarity and confidence in every decision.
This isn’t about more reports; it’s about transforming financial information into a strategy you can use to grow your business with intention.
Turning Data into Direction
Beyond
the Books
Fractional CFO Services go far beyond closing the books each month. To add real value, we dig into the numbers behind the numbers—helping you understand not only what happened, but why it happened and what it means for the road ahead.
As part of every engagement, we take a close look at your existing accounting and reporting processes to ensure your financial data is both accurate and actionable. From there, we highlight the areas with the greatest impact on your business—margin analysis, forecasting, cost structure, and more—so you gain clarity and confidence in every decision.
This isn’t about more reports; it’s about transforming financial information into a strategy you can use to grow your business with intention.
What Our Fractional CFO
Services Include
Our Fractional CFO offerings provide the executive insight and financial oversight growing companies need most:
- Financial Reporting & Oversight
- Department-Level Profitability Insights
- Internal Controls & Process Reviews
- Inter-Company Transactions & Consolidations
- Strategic Capital & Cash Flow Planning
- Ad Hoc Reporting & Custom Analysis
- Budgeting & Scenario Planning
- Forecasting for Growth & Capital Needs
- Key Performance Indicator (KPI) Reporting & Dashboards
- Analysis & Consulting Tailored to Your Goals
Outsourced
Accounting
Services
Accurate Books. Confident Decisions.
Accurate, timely, and customized books that provide insight into past performance and help budget for taxes.
Running your business off the balance in your bank account is risky – and unnecessary. Without accurate, timely, and reliable financials, business leaders think they’re healthier than they are. At Baird Harris, we believe bookkeeping is the foundation of a well-run business.
Controller Services from Beaird Harris
Controller Services powers your entire financial engine — ensuring the right amounts are paid, collected, and accounted for at the right time. At Beaird Harris, we go beyond keeping score. We give your numbers purpose, turning them into insight that helps drive your business forward.
Beaird Harris Fractional CFO Services
Beaird Harris Fractional CFO Services give you the benefit of executive-level financial leadership without the cost of hiring a full-time CFO. We help you move beyond the day-to-day and toward confident, strategic growth.
Too often, businesses stall—or even grow themselves into trouble—because they lack visibility into costs, profitability, and future capital needs.
When Does a Business Need a
Fractional CFO?
As companies grow in size and complexity, the need for CFO-level guidance increases. But many businesses benefit earlier—well before bringing on a full-time executive—especially when preparing for key milestones such as:
- Raising outside capital
- Expanding into new product or service lines
- Developing pro forma financial models
- Evaluating debt structures or growth financing
- Considering a sale or private equity transaction
Simple, Transparent Plans
for CFO Services
Custom
Best for: Businesses that need more than outsourced accounting—strategic financial leadership to guide growth, financing, and key business decisions, or to complement and strengthen your existing internal team without the cost of a full-time CFO.
What’s included:
- Custom financial dashboards & tailored reporting packages
- Budgeting & forecasting support
- Cash flow monitoring, projections, & working capital management
- Department/class analysis & profitability reporting
- Compensation modeling and profit-split analysis
- Multi-entity consolidation reporting
- CFO advisory on capital structure, and key Key Performance Indicators
- Internal controls & accounting process design
- Tailored accounting tech stack selection & implementation
- Year-end reporting package prepared in coordination with your tax CPA
- White-glove support from your Outsourced Accounting Services team
Clarity That Fuels
Smarter Decisions
The end result isn’t just reports—it’s confidence in your direction.
With Beaird Harris Fractional CFO Services, you’ll have:
- Confidence in timely, accurate financial oversight
- Forward-looking tools for budgeting and forecasting
- Actionable reporting and KPIs to measure success
- Clear strategies for capital, growth, and risk management
Strategic Leadership,
On Demand
As your business grows, so does the need for financial insight that goes beyond the numbers. Our Fractional CFO Services bring strategic thinking, disciplined forecasting, and objective analysis to help you manage complexity, optimize profitability, and plan for what’s ahead. You’ll gain the guidance of an experienced CFO who knows how to turn financial data into actionable direction — tailored to your business.
Put Your Books in
Expert Hands
As your business grows, accounting often becomes more complex than you ever intended — or simply too time-consuming to manage on your own. That’s when outsourcing becomes a smart move. With Beaird Harris, you get the expertise, systems, and support to keep your finances running smoothly, so you can focus on leading and growing your business. Connect with our team today to see if our Controller Services are the right fit for your business.