FSA

What FSA does

The Financial Services Alliance, Inc. (FSA) is a privately held boutique business advisory firm headquartered in Cleburne, Texas, serving small to medium businesses primarily in the North Central Texas region. The firm's core offering is outsourced CFO services, providing financial statement analysis, cash cycle and working capital management, and strategic advisory to operators that lack internal financial leadership. FSA targets companies across oil and gas services, construction, manufacturing, service companies, staffing, and real estate development.

In parallel with its advisory practice, FSA operates a capital sourcing function that connects clients with a multi-channel lender network covering SBA loans, USDA loans, equipment leasing, accounts receivable financing, contract financing, franchise financing, merger and acquisition financing, private equity and joint venture arrangements, purchase order and trade finance, bridge and hard money loans, and conventional bank loans. FSA is not a direct lender; revenue is generated through advisory fees and transaction facilitation fees on a custom, quote-based pricing model with no publicly disclosed rates.

The firm reaches clients through direct, consultative sales and a single company website built on GoDaddy, with no disclosed social media presence, no listed management team, and no headcount data. FSA has facilitated over $100,000,000 in financing for its clients on a cumulative basis, operates from a single regional office, and is independently owned with no disclosed institutional investors, parent company, or funding history.

Name

FSA

Legal name

The Financial Services Alliance, Inc.

Website

https://thefinancialservicesalliance.com

Company type

Private

Operating status

Operating

Short description

FSA is a Texas-based boutique business advisory firm providing outsourced CFO services and capital sourcing facilitation for small to medium businesses across oil and gas, construction, manufacturing, staffing, and real estate in North Central Texas.

Ownership category

akta.pro rank

Product category

Business Financial Advisory

NAICS

Sales Financing (52222)

SIC

Miscellaneous Business Credit Institution (6159), Short-Term Business Credit Institutions (6153)

akta.pro industry

PRIMARYBPAHAOAD

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Outsourced CFO services
• Business advisory services
• Capital sourcing facilitation
• SBA loan consulting
• Working capital management

Headquarters

HQ city

Cleburne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Outsourced CFO Services: Provides outsourced CFO services for select companies. Revenue generated through advisory service fees for financial consulting, cash cycle analysis, and working capital management services.
2. Capital Sourcing Facilitation: Facilitates financing for clients through a network of lenders including SBA, USDA, bridge loans, contract financing, receivables financing, and conventional bank loans. FSA is not a direct lender but connects clients with appropriate financing sources.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

FSA is a boutique business advisory firm that provides outsourced CFO services and capital sourcing facilitation for small to medium-sized businesses, primarily in North Central Texas. The firm advises clients on financial statement analysis, cash cycle understanding, and working capital management, and connects clients to a network of lenders offering SBA, USDA, equipment leasing, accounts receivable, contract, franchise, M&A, private equity, purchase order, trade, bridge, hard money, and conventional bank loan products.

Product overview

FSA (Financial Services Alliance) is a boutique business advisory firm offering a unified suite of financial services centered on outsourced CFO services and capital sourcing. The core offering combines Business Advisory Services (helping clients understand financial statements, cash cycles, and working capital) with Capital Sourcing through an extensive lender network. The financing products include SBA loans, equipment leasing, accounts receivable financing, contract financing, franchise financing, mergers and acquisitions financing, private equity/joint venture arrangements, purchase order and trade finance, bridge loans, hard money loans, conventional bank loans, and USDA loans. All financing products are facilitated through the lender network rather than direct lending.

Differentiator

Problem solved

Functional benefit

Products and services

• CFO Services Outsourced CFO services providing financial expertise to small and medium-sized businesses, including assistance with understanding financial statements, cash cycles, and working capital management.
• Business Advisory Services Strategic advisory services helping small and medium businesses understand their financial statements, cash cycles, and the importance of working capital management before problems arise.
• Capital Sourcing Capital sourcing and financing facilitation service connecting clients with a lender network offering SBA loans, equipment leasing, accounts receivable financing, contract financing, franchise financing, M&A financing, private equity/joint venture arrangements, purchase order and trade finance, bridge and hard money loans, conventional bank loans, and USDA loans. FSA is not a direct lender.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights2 records

Direct peers

• FocusCFO: Outsourced CFO services firm providing fractional CFO talent to growth-stage and middle-market companies. Closely mirrors FSA's model of providing senior financial leadership to companies without full-time CFO resources.
• B2B CFO: National outsourced CFO and business advisory firm serving SMBs across the U.S. with fractional CFO services and financial consulting — directly comparable in core advisory offering to FSA's outsourced CFO business.
• CFO Partners: Boutique outsourced CFO and business advisory firm serving SMBs, offering fractional CFO expertise and strategic financial guidance — comparable in positioning and service scope.
• Scale Finance: Provider of outsourced CFO and financial management services to small and mid-sized businesses, with a focus on working capital, cash flow, and financial strategy — overlapping FSA's advisory scope.
• Burkhart Petrie & Co. Boutique advisory firm providing outsourced CFO and business consulting services to small and mid-sized companies, with a similar high-touch regional advisory model.

Broad incumbents

• Funding Circle: Online SMB lending platform offering term loans and lines of credit to small businesses. Comparable as an alternative financing channel in the same SMB lending space where FSA facilitates capital through its network.
• BlueVine: Online lender providing working capital, lines of credit, and term loans to SMBs. Comparable to one of the financing product categories FSA facilitates (working capital / receivables financing) and a direct-to-borrower alternative to FSA's intermediation.
• SmartBiz: Technology-driven SBA loan marketplace that lets SMBs apply directly to multiple SBA lenders. Comparable as a destination for SBA and small-business capital — and a competitive substitute for FSA's capital-sourcing intermediation.
• Live Oak Bank: Leading digital SBA and small-business lender serving verticals similar to FSA's targets (oil and gas services, construction, healthcare, veterinary). Comparable as a direct capital provider in FSA's lender network universe.

Emerging players

• Paro: Marketplace connecting businesses with fractional finance experts (CFOs, controllers, bookkeepers). Comparable to FSA in addressing the outsourced financial-talent gap for SMBs, though delivered via a tech-enabled marketplace model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FSA