Houston, Texas  ·  CPA, PLLC

Financial Leadership Without the Full-Time Cost

Fractional CFO and Controller expertise — paired with AI-powered efficiency and hands-on team development — built for small and midsize businesses that need more than bookkeeping.

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CFO
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AI
Powered Workflows
SMB
Focused Practice
About the Firm

Senior Expertise. Right-Sized for Your Business.

Jim Grutkowski CPA, PLLC brings the financial acumen of a seasoned CFO and Controller to businesses that need executive-level guidance — without the overhead of a full-time hire.

We go beyond the numbers. In addition to managing the full scope of fractional CFO and Controller responsibilities, we work directly with your back-office and accounting teams to coach, train, and elevate the people behind your financials.

Whether you need strategic financial oversight, cleaner reporting, a stronger accounting function, or a team that can actually work smarter — we build that with you, not just for you.

Certified Public Accountant
Licensed CPA with deep expertise across financial reporting, compliance, and strategic planning.
Fractional CFO & Controller
Full-scope executive financial management on a part-time, flexible engagement model.
Team Coach & Trainer
Hands-on development of back-office and accounting teams to perform at a higher level.
AI-Powered Accounting
Leveraging artificial intelligence to streamline workflows and maximize team productivity.
What We Do

A Full Suite of Financial Leadership Services

From cash flow strategy to team re-engineering, we provide the financial backbone your business needs to grow with confidence.

01
Fractional CFO Services
Strategic financial leadership on a flexible basis — delivering the insight and oversight of a seasoned CFO without the full-time executive cost.
  • Cash flow forecasting & management
  • Financial strategy & KPI development
  • Budgeting & long-range planning
  • Lender & investor relations support
  • Mergers, acquisitions & due diligence
02
Fractional Controller Services
Accurate, timely financials and a well-managed close process — giving you a reliable foundation for every business decision.
  • Month-end & year-end close oversight
  • Financial reporting & analysis
  • General ledger management
  • Internal controls & compliance
  • Audit preparation & support
03
Team Training & Coaching
We work hands-on with your accounting and back-office staff to build the skills, habits, and accountability systems that stick.
  • Staff accounting skills development
  • Workflow & process coaching
  • Performance accountability systems
  • Cross-functional team alignment
04
Back-Office Process Re-engineering
We evaluate your existing operations and rebuild processes that eliminate bottlenecks, reduce errors, and scale with your growth.
  • AP/AR process optimization
  • Payroll workflow improvement
  • Accounting system selection & setup
  • Documentation & policy development
Technology Edge

AI-Powered Accounting. Human Judgment at the Helm.

We integrate purpose-built AI tools into your accounting function — streamlining routine work so your team can focus on analysis, accuracy, and decisions that matter.

Automated Workflow Design
We map and automate high-volume, repetitive accounting tasks — cutting manual hours and reducing human error across the close cycle.
Real-Time Financial Visibility
AI-assisted dashboards and reporting tools that give owners and leadership an always-current view of their financial position.
AI Team Productivity Coaching
We train your accounting team to work alongside AI tools — turning technology into a genuine productivity multiplier, not just another tool they ignore.
Anomaly Detection & Audit Readiness
Intelligent review of transactions and entries to surface irregularities early — keeping you clean, compliant, and audit-ready year-round.
Who We Serve

Built for Growing Businesses That Need More

We partner with small and midsize businesses that have outgrown basic bookkeeping but aren't ready — or don't need — a full-time CFO on payroll.

Professional Services Firms
Construction & Contractors
Healthcare Practices
Technology Companies
Manufacturing & Distribution
Real Estate & Investors
Retail & E-Commerce
Family-Owned Businesses
No long-term retainer lock-insEngagements structured around what your business actually needs right now.
Direct access to a licensed CPAYou work with Jim — not a junior associate — from day one.
Scales as you growServices adjust with your business so you're never overpaying or underserved.
Strategy meets executionWe don't just advise — we roll up our sleeves and get it done alongside your team.
Get in Touch

Let's Talk About Your Business

Whether you have a specific challenge or just want to explore whether we're a fit, reach out. Initial consultations are always complimentary.

Phone
713-501-7740
Office
2001 Westheimer
Houston, TX 77098
Office Hours
Monday – Friday  ·  8:00 AM – 6:00 PM
Available by appointment outside business hours
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