Fractional CFO & bookkeeping Services For Agencies and SaaS businesses
Your trusted partner in SaaS and agency finance, serving founders in Dallas, TX and across the U.S. We help SaaS founders and agency owners gain financial clarity.
Join Fellow agency owners & SaaS Businesses
wHO WE ARE
Experts in SaaS and Agency Finance.
Proview CFO is a Dallas-based fractional CFO and bookkeeping firm founded by Collin Nieman, serving SaaS companies and digital agencies from startup stage through $20M in annual revenue.
We help businesses gain clarity over their numbers, improve cash flow, and scale with confidence. By combining fractional CFO services and bookkeeping under one roof, we deliver financial insights that make growth simple and sustainable.
As a result, you gain the right expertise at the right time without the cost and stress of hiring a full in-house finance team.
TESTIMONIALS
tHEY SAID IT BETTER THAN WE COULD
Collin is an extremely talented strategic thinker. His experience and knowledge around business finance and strategy shows true every conversation we have. I have worked with Collin and his team for bookkeeping, financial clean up, planning and strategizing — and continue to be impressed with how he thinks about businesses as a whole. He always has valuable insights and ideas, and I have referred Collin to many friends and will continue to for years to come.
”Collin has worked with me on my three most recent venture-backed companies. He helped us grow from having no money in the bank to building businesses generating millions in annual revenue. Beyond forecasting and financial modeling, he’s supported fundraising efforts, monthly reporting, bookkeeping, and preparing data rooms for both Seed and Series A raises. What sets Collin apart is that he takes the time to truly understand the business, not just the numbers. He consistently delivers high-quality work, quick turnaround times, and practical strategic insights. Most importantly, he’s honest about where he can add value and where additional expertise may be needed. I’d confidently recommend Collin to startups from the earliest stages through Series A and beyond.
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As a bootstrapped founder scaling a subscription app, I needed a CFO who understood both financial strategy and the realities of a fast-moving startup. Collin was able to translate financial data into clear insights and decisions. I appreciate that he understands the balance between investing in growth and maintaining financial discipline.
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Collin has been a game-changer for our business. His financial insights provided clarity and direction we’ve long needed. He’s not just a CFO; he’s a strategic partner who genuinely cares about our success. Thanks to him, we’ve maximized profitability and set a clear path for growth. Highly recommend!
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We’ve worked with Collin for just a few months, and the impact on our business has been significant. Collin’s commitment to understanding every aspect from product to sales strategy enables him to provide accurate forecasts and spark insightful strategic debates about scaling. We highly recommend Collin as a true ally in navigating our growth journey.
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Really enjoy working with Collin and we’ll engage with him even more in the future. Great guy, understands finance completely.
”HOW WE CAN HELP WITH SAAS AND AGENCY FINANCE
what we do
Premium Bookkeeping
U.S. GAAP Accounting
ASC 606 Revenue Recognition
CFO Advised Account Structure
Department Level Accounting
Bank & Credit Card Reconciliation
Monthly Financial Statements
Tax & Audit Ready Books
FP&A and CFO Advisory
Full Financial Management
Actionable Analysis
Cash Flow Optimization
Budgeting & Variance Analysis
Strategic Financial Advisory
Risk Management & Scenario Planning
Monitor Key Metrics: LTV:CAC, Payback Period
Why Choose Us for SaaS and Agency Finance
When you partner with Proview CFO, you’re not just hiring a bookkeeper or advisor — you’re gaining a Dallas, TX-based strategic finance partner who understands the unique needs of SaaS companies and creative agencies.
Here’s why businesses trust us with their SaaS and agency finance:
Specialized Expertise – We focus exclusively on SaaS and agency finance, so we know the challenges of subscription revenue, project-based pricing, and scaling.
Complete Financial Services – From bookkeeping and reporting to CFO advisory and forecasting, everything is under one roof.
Actionable Insights – We don’t just report numbers we turn them into strategies that improve profits and growth.
Scalable Solutions – Whether you’re an early-stage startup or an established agency, our services grow alongside your business.
Trusted Results – Clients rely on us to deliver accurate books, investor ready models, and systems that drive confidence and clarity.
