CFO-level thinking for businesses that have outgrown the spreadsheet.
Fractional CFO and bookkeeping for businesses that are ready for real financial leadership. And financial planning for individuals who want advice that actually serves them.
Fractional CFO & Bookkeeping
You've built something that works. Now the financials need to keep up. We step in as your financial leadership — clean books, real reporting, and a CFO's view when the decisions get hard.
See businessesPersonal Financial Planning
Already working with us on the business side? Or just ready for a financial plan that doesn't require a million-dollar portfolio? Flat fee, no minimums, no commissions — we handle that too.
See householdsThe financial clarity your business has been missing. And the plan your household deserves.
Most businesses at $1M–$20M are run by founders who are excellent at what they do and making financial decisions on instinct. Most individuals with real financial complexity are ignored by firms chasing larger accounts. We built Homan Financial for both — because good financial thinking shouldn't be reserved for the people who already have everything figured out.
Our background is in corporate finance and industrial engineering. We've scaled businesses from the inside, managed the largest revenue verticals, and closed the books under pressure. We know what the numbers actually mean for a business like yours.
No commissions, no product sales, no referral kickbacks. On the CFO side and the planning side, we are paid by you — period. That alignment is the foundation everything else is built on.
We’re here to help you grow, not just collect a monthly retainer. We take the time to understand your business, and we’ll be by your side through the decisions that matter.
We’re based in Arlington and focused on the DFW area. We show up to lender meetings, join quarterly planning sessions, and build the kind of long-term relationships that virtual-only firms can’t replicate.
One conversation to figure out where to start.
A free 20-minute call. Tell us where the business is, what’s keeping you up at night, and what you’ve tried. We’ll tell you honestly what we’d do first.
We get access to your books and deliver a written memo on what we find — the gaps, the quick wins, and what a real engagement would look like.
We get to work. Monthly close, CFO report, cash forecast, strategy calls. The financial infrastructure your business should have had two years ago.
Great advice shouldn't cost a percentage of what you've saved.
Whether you found us through the business side or came here looking for a financial planner — we offer flat-fee financial planning for people who want real advice without the asset minimums, commissions, or percentage-of-portfolio fees that make traditional advisors inaccessible. A real plan, a direct line, and an advisor who actually knows your situation.
See financial planningTwenty minutes. No slides. We'll tell you if we can help.
If we're not the right fit, we'll say so — and point you somewhere that is.