K-38 Consulting

What K-38 Consulting does

K-38 Consulting LLC is a privately held financial consulting firm headquartered in Raleigh, North Carolina, founded in 2016 by Dallas Alford IV, CPA. The firm provides outsourced and fractional CFO services, controller services, R&D tax credit advisory, cost segregation studies, and accounting automation, primarily serving startups and midsize businesses in the United States. It operates a team-based delivery model in which each client engagement is staffed by both a controller and a CFO, differentiating the offering from solo fractional consultants.

The company's product portfolio is organized around four core offerings—Outsourced CFO Services, Fractional CFO Services, Controller Services, and Startup CFO Services—supplemented by tax-optimization add-ons (R&D Tax Credit, Cost Segregation) and Accounting Automation. It also delivers eight industry-vertical service lines: SaaS, Biotech, Healthcare, Law Firm, Real Estate, Construction, E-Commerce, and CPG, each supported by vertical-specific frameworks such as SaaS KPI toolkits and a healthcare revenue cycle optimization methodology. K-38 Consulting is technology-enabled but not technology-built: its service is delivered through cloud-based financial reporting and forecasting tools, and it integrates with third-party platforms including QuickBooks, NetSuite, TriNet, Avalara, Expensify, and ChartHop.

The business model is subscription- and retainer-led, with monthly engagements priced at $3,000-$16,000 for fractional CFO work, hourly engagements at $200-$500, project-based engagements at $5,000-$50,000+, and an annual healthcare CFO band of $40,000-$60,000. Pricing is benchmarked against the $250,000-$300,000+ fully loaded cost of a full-time CFO. Distribution is direct and inside-sales-led, with a free 30-minute strategy call (often involving the founder directly), supplemented by a content and SEO-driven inbound engine including a blog, downloadable vertical toolkits, email newsletter, social media, and earned media around industry awards. The firm is founder-owned, bootstrapped (no disclosed funding rounds), and operates with 11-50 employees across a Raleigh headquarters and 10 additional US regional offices.

Name

K-38 Consulting

Legal name

K-38 Consulting LLC

Website

https://k38consulting.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

K-38 Consulting is a Raleigh-based outsourced financial consulting firm founded in 2016 that provides fractional CFO, controller, R&D tax credit, and cost segregation services to startups and midsize businesses across eight industry verticals in the United States.

Ownership category

akta.pro rank

Product category

Outsourced Financial Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Outsourced CFO services
• Fractional CFO services
• Financial consulting
• Controller services
• Tax credit services

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Outsourced CFO / Fractional CFO Services: Recurring subscription-based engagements providing executive-level CFO services to startups and midsize businesses. Services are offered on a part-time, monthly retainer, or project basis. Revenue is recurring in nature for ongoing engagements.
2. Controller Services: Outsourced controller services providing financial oversight, reporting, and internal controls on a recurring or project basis. Complements CFO services for businesses needing day-to-day financial management.
3. R&D Tax Credit Services: One-time and recurring consulting engagements helping businesses identify, document, and claim R&D tax credits. Services include eligibility assessment, expense identification, and audit-ready reporting.
4. Cost Segregation Services: IRS-approved cost segregation studies for commercial property owners that accelerate depreciation deductions. Typically a one-time engagement with potentially recurring benefits through ongoing property management.
5. Accounting Automation: Implementation of smart technology and accounting automation solutions to streamline client accounting processes and gain operational efficiencies.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

K-38 Consulting delivers outsourced and fractional CFO services to startups and midsize businesses across eight industry verticals (SaaS, biotech, healthcare, construction, law firms, real estate, e-commerce, and CPG). Its core offerings include executive-level financial leadership, controller services, R&D tax credit consulting, cost segregation studies, and accounting automation, delivered through cloud-based reporting tools integrated with QuickBooks, NetSuite, and related FinTech platforms.

Product overview

K-38 Consulting offers a unified suite of outsourced financial consulting services centered around fractional and full outsourced CFO expertise. The core offering is Outsourced CFO Services, which provides strategic financial leadership without the overhead of a full-time executive, supplemented by Fractional CFO Services and Startup CFO Services for companies at different growth stages. Additional value-add modules include Controller Services, R&D Tax Credit Services, Cost Segregation Services, and Accounting Automation. The company also delivers industry-specific CFO services across 8 verticals: SaaS, Biotech, Healthcare, Law Firms, Real Estate, Construction, E-Commerce, and CPG, each tailored to address the unique financial challenges and regulatory requirements of that sector.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced CFO Services Provides businesses with expert financial leadership on a fractional, project-based, or contractual basis, offering strategic insight of a full-time CFO without the long-term commitment. Covers financial forecasting, cash flow management, audit preparation, and capital raising for startups and midsize businesses.
• Fractional CFO Services Seasoned financial executive delivering strategic financial leadership to startups through part-time, retainer, or contract arrangements. Includes overseeing financial reporting, creating projections and budgets, managing capital raising activities, and developing financial infrastructure. Priced at $5,000-$16,000 per month.
• Controller Services Expert outsourced controller services providing financial clarity, improved cash flow, and data-driven decisions for businesses needing day-to-day financial management. Includes financial reporting, budgeting, forecasting, accounting process improvement, compliance, and risk management — bridging the gap between basic bookkeeping and CFO-level financial strategy.
• R&D Tax Credit Services Helps businesses claim and maximize R&D tax credits, ensuring maximum tax benefit while staying fully compliant with IRS and state regulations. Includes eligibility assessment, expense identification, tax credit calculation, and audit-ready reporting.
• Cost Segregation Services IRS-approved tax strategy allowing commercial property owners to reclassify building components into shorter depreciation categories, accelerating depreciation deductions and improving cash flow. Can reclassify 20-40% of a property's value into shorter depreciation categories, generating 6-10% of property cost in tax savings within the first five years.
• Accounting Automation Implements smart technology and accounting automation solutions to streamline client accounting processes and gain operational efficiencies, reducing manual accounting time by 10-15 hours per month and integrating with QuickBooks, NetSuite, Expensify, and other platforms.
• Startup CFO Services Specialized outsourced CFO services designed to help startups build a strong financial foundation and scale with confidence, including financial modeling, cash flow management, fundraising support, and growth strategy.
• Healthcare CFO Services Outsourced healthcare CFO services helping medical practices, physician groups, clinics, and healthcare startups achieve financial transformation, including revenue cycle optimization, financial modeling, cash flow management, denial rate reduction, and audit preparation. Priced at $40,000-$60,000 annually.
• SaaS CFO Services Specialized financial services tailored to SaaS business models, combining executive-level CFO expertise with technology-driven financial reporting, forecasting, cash flow optimization, ARR tracking, churn analysis, and strategic planning for software companies.
• Biotech CFO Services Financial leadership services for biotechnology companies addressing cash burn management, runway visibility, complex budgeting, investor reporting demands, and capital efficiency.
• Law Firm CFO Services Financial services for legal practices including billing optimization, profitability analysis, and KPI development to address cash flow challenges common in legal billing cycles and operational inefficiencies.
• Real Estate CFO Services Financial leadership services for real estate firms and investors to navigate market volatility, improve cash flow, and build scalable financial systems for long-term growth.
• Construction CFO Services Financial strategies for construction companies addressing cash flow inconsistency, cost overruns, and limited visibility into project-level profitability.
• E-Commerce CFO Services Financial services for e-commerce businesses managing cash flow, profitability, and financial strategy to support e-commerce brand growth.
• CPG CFO Services Financial leadership services for consumer packaged goods companies and startups to support product development, capital allocation, and efficient scaling.

Quantifiable outcome

• $2.3 million in financial improvements for a healthcare orthopedic practice within 12 months of engagement
• +5 more outcomes

Named customers7 records

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• QuickBooks (Intuit)coreTechnology or IntegrationQuickBooks integration listed as a core technology partner. K-38 Consulting utilizes QuickBooks as a primary accounting platform for client financial management and reporting. The integration enables streamlined bookkeeping, financial reporting, and real-time financial visibility for clients across all industry verticals.
• NetSuite (Oracle)coreTechnology or IntegrationNetSuite integration listed as a core technology partner. K-38 Consulting leverages NetSuite's cloud ERP platform for client financial management, providing scalable accounting and financial reporting solutions for growing businesses.
• TriNetsupportingTechnology or IntegrationTriNet HR platform integration enables K-38 Consulting to provide comprehensive HR and payroll services alongside financial consulting, supporting startups with integrated HR and finance solutions.
• AvalarasupportingTechnology or IntegrationAvalara tax compliance integration allows K-38 Consulting to offer automated tax calculation and compliance services to clients, complementing the firm's R&D tax credit and cost segregation offerings.
• ExpensifysupportingTechnology or IntegrationExpensify integration for automated expense reporting and management, supporting the firm's accounting automation services and helping clients streamline financial operations.
• ChartHopsupportingTechnology or IntegrationChartHop people platform integration supports K-38 Consulting's HR-related financial planning and compensation analysis services for startup clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Anders CPA: Mid-sized CPA and advisory firm offering outsourced CFO, tax, and accounting services to growing businesses. Overlaps with K-38 across accounting, tax, and CFO advisory, but with a much larger firm footprint.
• Kreischer Miller: Mid-Atlantic accounting and business advisory firm with a fractional/outsourced CFO practice serving privately held and family-owned businesses. Comparable services but broader portfolio and deeper regional roots.
• BDO USA Private Business Group: Top-tier accounting and advisory firm with fractional CFO and outsourced finance leadership offerings for mid-market and growth-stage clients. Represents the incumbent end of the competitive spectrum K-38 competes against.

Direct peers

• Paro: Marketplace for fractional finance and accounting talent, including CFOs, controllers, and bookkeepers. Competes for the same outsourced finance engagements via a tech-enabled delivery model.
• Ignite Spot Accounting: Outsourced accounting and CFO services firm targeting small businesses and startups. Overlaps with K-38's controller, fractional CFO, and accounting automation offerings.
• Amplēo: National fractional CFO and finance leadership firm (formerly CFO Selections) serving middle-market and growth-stage companies. Comparable outsourced CFO model with similar target customer profile.
• B2B CFO: Largest US fractional CFO network with offices nationwide serving privately held businesses and startups. Closest direct competitor in outsourced CFO delivery model, geography, and target client profile.
• Oaklyn Consulting: Boutique outsourced CFO and accounting firm for startups and small businesses. Comparable target customer (early-stage companies), delivery model, and service mix including controller services.
• CFO Solutions: Fractional CFO firm providing outsourced financial leadership to small and midsize businesses. Comparable service catalog (CFO, controller, bookkeeping) and target market.
• CFO Strategic Partners: Outsourced CFO firm serving growth-stage and middle-market businesses across multiple industries. Direct overlap in fractional CFO services, target verticals, and pricing model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/DallasAlford6
• Facebookfacebook.com/k38consulting
• LinkedInlinkedin.com/company/k-38-consulting-llc
• Instagraminstagram.com/k38consulting
• Pinterestpinterest.com/k38consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 K-38 Consulting