Dallas financial expertise built for startups
Startup CFO, accounting, and tax support from a Plano team built around the needs of founders — from getting the financial foundation right to fundraising, forecasting, investor reporting, and cross-border complexity.
Built for
Founders + Startups
Serving Customers Across
North America + Asia
Response Within
24 Hours
What we do here
Finance and tax services based in Dallas
Startup CFO
Strategic CFO leadership for founders navigating fundraising, financial planning, investor reporting, cash management, and the decisions that come with rapid growth.
Bookkeeping & Accounting
A reliable financial foundation for growing companies, from accurate books and monthly reporting to the financial visibility founders and investors need as the business scales.
Business Tax
Proactive tax planning and compliance for startups and growing companies, connecting entity structure, operations, and growth decisions with the tax implications that follow.
International Tax
Cross-border tax planning and compliance for founders and businesses with international interests, including foreign income reporting, multi-country compliance, and a specific expertise in U.S.-India tax considerations.
Who Leads This Work
Sandeep Shroff
Founder & Chief Executive Officer
Sandeep brings more than 33 years across finance, investment analysis, strategy, and technology to Numera, including 15+ years providing CFO leadership to startups. As a founder himself, he helps entrepreneurs raise capital, build scalable financial infrastructure, manage cash and runway, and give investors the reporting and visibility they expect as companies grow.
Talk to a Dallas
startup CFO this week
Building your finance function, preparing to raise, trying to understand runway, getting investor reporting in order, or navigating tax complexity as the company grows – tell us where you are and we’ll get back to you within 24 hours to understand what you need and map out next steps.
Or Call Us
Built for the tough decisions that come with growth
Early on, founders can manage a lot themselves. But as the company grows, financial questions get harder – and the consequences of getting decisions wrong get bigger.
Our Dallas team helps startups build the financial infrastructure for what comes next, bringing accounting, forecasting, CFO leadership, and tax together rather than treating them as separate functions. That means better visibility into the business today and experienced guidance for decisions around hiring, runway, fundraising, investor expectations, and growth.
Based in Dallas. Built for founders wherever they’re building
Our office is in Plano, in the heart of North Texas’ growing business community, but startup finance has never been limited by geography. We work with founders and companies across Dallas–Fort Worth and beyond, bringing the same connected finance and tax expertise wherever the company, its investors, or its opportunities take it.
Dallas
Fort Worth
Plano
Garland
Irving
Arlington
Frisco
Flower Mound
Allen
Richardson
McKinney
The Colony
Carrollton
Grapevine
Lewisville
Highland Village
Farmers Branch
Denton
Startups across the U.S. and abroad
Formerly MyStartupCFO
You knew us as MyStartupCFO
MyStartupCFO joined Numera, bringing its founder-focused approach to finance and tax into a broader national accounting and finance platform. If you searched for MyStartupCFO and landed here, you’re in the right place. The startup expertise and relationships you know remain, now with a much broader team behind them as your company grows.
What stays the same
A team that understands how startups operate
The Plano office and your direct relationships
Hands-on financial support built around founders
Finance and tax expertise that works together
A practical approach designed for fast-moving companies
What you gain
A national platform of 500+ finance and accounting professionals
Greater accounting, tax, CFO, and advisory depth
Specialists in transactions, assurance, and complex tax matters
More resources to support companies through each stage of growth
One coordinated partner as financial needs become more complex