Tulsa, Oklahoma
Fractional CFO In Tulsa, OK
Reed Hoagland, CPA and CMA, works in person and virtually with owner-led companies in Tulsa, Broken Arrow, Owasso, Jenks and Bixby. He is a former Controller, CFO and President.
Fractional CFO Services For Tulsa Companies
Tulsa’s economy is built on energy, aerospace and manufacturing, with many owner-led suppliers and contractors serving those industries.
For companies tied to energy prices and project work, Reed builds a cash plan for the slow months, tracks margins by project and keeps the bank informed with clear forecasts.
What Tulsa clients get
A 13-week cash flow forecast
A monthly financial package with KPIs
Profitability by job, customer or product
A budget and rolling forecast
In-person and virtual meetings
Services For Tulsa Businesses
Reed provides four services. Each one is available in person or virtually in Tulsa.
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Fractional CFO
Cash flow forecasts, budgets, monthly reporting and bank relationships for Tulsa companies.
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Fractional COO
Process, cost, staffing structure and weekly scorecards, run with your team in Tulsa.
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Strategy and M&A
Growth plans, acquisitions and sale preparation for Tulsa owners.
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Interim CEO and President
Leadership for Tulsa companies during a transition, turnaround or owner exit.
Reed Hoagland, CPA and CMA
A CPA And Former CFO Serving Tulsa
Reed spent 30 years at Leggett & Platt in Carthage, Missouri, rising from internal audit to Group Controller to division President. He meets with Tulsa owners at their location.
How Working With Reed Works
Four steps from the first call to ongoing work.
01
Intro call
You and Reed talk about your numbers, your goals and what is not working.
02
Business assessment
Reed reviews your financial statements and operations and meets your team, at your location or by video call.
03
Plan and priorities
You get a ranked list of what to fix first and what Reed will do about each item.
04
Ongoing work
Reed works on a set schedule, in person and virtually, and reports results to you, your lender or your board.
Fractional CFO Questions From Tulsa Owners
Do you meet with Tulsa clients in person?
Yes. Reed meets with your team at your location in Tulsa when the work calls for it and works virtually the rest of the time.
Which parts of the Tulsa area do you serve?
Tulsa, Broken Arrow, Owasso, Jenks, Bixby, Sand Springs and the rest of Tulsa County.
What does a fractional CFO cost for a Tulsa business?
Price depends on the hours and scope. Reed gives you a scope and price after the assessment, before any work starts.
Do I still need a bookkeeper?
Yes. Your bookkeeper keeps recording transactions. Reed reviews the books, closes the month with your team and turns the numbers into reports and plans.
Question not listed here? Call Reed directly.
Kansas, Missouri, Oklahoma and Arkansas
Other Areas We Serve
Arkansas
Northwest Arkansas
Rogers, Bentonville and Fayetteville
Book A Consultation In Tulsa
Pick a time on the calendar or call 620-404-1688. Reed works with clients in person and virtually in Kansas, Missouri, Oklahoma and Arkansas.
Areas served
Pittsburg, Joplin, Kansas City, Springfield, Wichita, Tulsa, Northwest Arkansas and St. Louis
Phone
Hours (Central time)
Mon to Fri, 7 AM to 7 PM
Saturday, 8 AM to 12:30 PM