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For small businesses and entrepreneurs

Consulting, fractional CFO, and legal counsel.

Help organizing, financing, and deciding — including senior finance leadership without a full-time hire, legal counsel, and practical AI integration. Online work available for consulting and CFO support.

Request a consultation Call +1 (469) 960-4696

Consulting Fractional CFO Legal counsel Financial expert AI integration

How we work with you

Five clear engagements. Each card says who it’s for, what the work looks like, and what it is not.

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Operator

Business consulting

Who for: Small businesses and entrepreneurs who want a clear outside operator on strategy and structure.
What engagement: Decision support, planning, and practical problem-solving — scoped to what moves the business.
What it’s not: Not a generic industry brochure or a one-size workshop series.

Engage consulting

Finance

Fractional CFO

Who for: Owners who need senior finance leadership without a full-time hire.
What engagement: Reporting cadence, cash & capital planning, board-ready clarity, and operator-level oversight.
What it’s not: Not bookkeeping-only, and not a guarantee of investment returns.

Engage fractional CFO

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Counsel

Legal counsel

Who for: Businesses and individuals who need legal advice tied to real commercial facts.
What engagement: Counsel on structure, contracts, and matters where finance and law meet.
What it’s not: Not a generic legal form service or one-size template work.

Engage legal counsel

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Family law finance

Financial Expert in Legal Matters

Who for: Counsel and parties who need a financial expert in family-law matters.
What engagement: Analysis and expert support so settlements rest on clear financial understanding.
What it’s not: Not therapy, and not a substitute for your family-law attorney of record.

About this credential →

Engage financial expert

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Technology

AI Integration

Who for: Businesses that want to put AI to practical work without guesswork.
What engagement: Identifying where automation saves time and money, selecting tools, setting up assistants and workflows (phones, messaging, reporting), and building sensible guardrails for data and client confidentiality.
What it’s not: Not hype, and not a one-size software package.

Engage AI integration

North Texas service areas

Dallas, Collin, Denton, Grayson, and Tarrant counties — including Plano and other North Texas communities.

Dallas County Collin County Denton County Grayson County Tarrant County Plano & nearby

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Local enough to know the work

Hours are Mon–Fri by appointment (Sat–Sun closed). When an engagement needs complementary skills, we collaborate with independent specialists — they are not DFS employees.

HoursMon–Fri by appointment · Sat–Sun closed

SpecialistsIndependent professionals when more hands are needed

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When the work needs complementary skills, we collaborate with independent specialists. They are not DFS employees.

Behind the engagements

A short note — not a résumé.

DFS brings together business consulting, finance leadership, legal counsel, and AI integration so you are not juggling separate advisors for problems that sit in the middle. Family-law matters that need a financial expert can use that engagement. Depth comes from long work across finance, operations, and the law — applied to the engagement you choose above.

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