Invested in Your Success.

Phone: (972) 979-8173
Info@DallasPlatinumPartners.com

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(972) 979-8173
Toll Free: (833) 469-7771
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Dallas Platinum Partners
Providing small businesses with professional, personal, and affordable executive solutions to short-term and part-time critical management challenges.
About Us
Executive Management Solutions
Executive Management Solutions
Dallas Platinum Partners are subject-matter experts for the challenges facing small businesses, sole proprietors, and self-employed contractors, offering customized solutions tailored to your business and your budget.
Learn More
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Invested in Your Success
• Fractional & Interim C-Suite Professionals
• Startup Services
• Project Managers & Project Professionals
• Regulated Agency Contract Assignments
• Crisis Management & PPP, ERC, RRF Programs
Learn More

Our Services

Fractional & Interim
C-Suite Professionals

Solutions for unexpected, critical vacancies:

  • Chief Executive Officer
  • Chief Financial Officer
  • Chief Operating Officer
  • Chief Administrative Officer
  • Chief Innovation Officer
Startup
Services
  • QuickBooks (QB) Online, Desktop, or Enterprise. 
  • ProAdvisor Certified, Gold and Silver Level.
  • One-time setup or conversion and ongoing services available.
  • Fractional (part-time) CFO and Controller Services.
  • Access to capital and small business loans.
Project Managers &
Project Professionals

Temporary or part-time solutions for software implementation and conversion (Certified QuickBooks Advanced Pro Advisor), cost reduction and efficiency, audit liaison, documentation and training programs, general business administration.

Regulated Agency
Contract Assignments

Solutions for heavily regulated industries including Securities & Exchange Commission (SEC) and state regulatory agencies for Registered Investment Advisers and hedge funds (Series 65 unaffiliated), FINRA regulated broker-dealers, and banks.

Crisis Management &
PPP, ERC, RRF Programs

COVID-19 pandemic solutions for small businesses, sole proprietors, and self-employed independent contractors including access to Coronavirus Aid, Relief and Economic Security (CARES) Act capital stimulus options and access, including Paycheck Protection Program (PPP) loan forgiveness assistance, Employee Retention Credit (ERC) and Restaurant Revitalization Fund (RRF).

View all services

What our Clients Say

After opening my first Amazon store and interviewing QuickBooks ProAdvisors, I selected Dallas Platinum Partners because it also offers CFO services in addition to setup and support. Angela created our company file, updated prior year activity, and filed taxes in less than two weeks. We opened our fifth store within one year and plan for continued high growth.
Joseph HunterFounder & CEO
Lyf Industries LLC
Dallas Platinum Partners provided a single resource to replace my office manager, my regulatory reporting attorney, my CPA firm’s part-time accountant, and my investment performance reporting software, saving me more than $33,000 per year.
Bill DurhamPresident
Birnam Wood Capital
Eight years ago, I turned over a CFO role to Angela when my replacement quit two days into training. In my latest role as the Financial and Operations principal (FinOp) for another group of broker-dealers, I hired her as a part-time resource to fill a full-time role. Her experience as a FinOp and QuickBooks ProAdvisor helped me immensely, and she knows most FINRA and SEC rules by heart.
Joel ColpittsCFO and FinOp
Multiple FINRA-registered broker-dealers
Angela joined the Investments and Derivatives department for six months in 2019, when we were losing a Level III Sr. Analyst and our Manager. She learned our processes and compliance requirements, updated the department’s standard operating procedures, and coached the new manager and me for our new responsibilities.
Joyce MolenFederal Home Loan Bank
An executive level Chief Financial Officer with flexible, part-time availability is the perfect fit for our operational needs and our financial budget. Dallas Platinum Partners is an integral part of the management team as we improve corporate governance and secure our first round of financing.
Alex KampPresident
Lyf Industries LLC
Angela was an excellent liaison between my investment advisor and my CPA firm.
Steven DurhamChairman
Durham Family Foundation
Dallas Platinum Partners provides internal accounting, reporting and payroll for multiple entities. Compared to my prior full-time employee, I saved 60% for 2Q 2020 versus last year, and I expect a 75% savings for 3Q.
Douglas GillPrincipal
Castleview Partners LLC
When assuming a second, concurrent CFO role, Angela fulfilled my daily regulatory compliance reporting for the first month so that I could focus on building and training my new team.
Tracey BohleyChief Financial Officer
Purshe Kaplan Sterling Investments
and Michigan Securities, Inc.
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About Us

Dallas Platinum Partners

Established in 2005, Dallas Platinum Partners offers solutions to meet critical business challenges.  Our partners are committed to your success whether your needs are pandemic-related financial planning and access to capital, a time-sensitive critical C-Suite vacancy, or a one-time project such as compliance, documentation, or implementing/converting software. We offer customized solutions to your specific challenges and transparent pricing tailored to your budget as a one-time fee, recurring support plan, or hourly/daily rates.

Our Mission

To provide small businesses with professional, personal, and affordable executive solutions to short-term and part-time critical management challenges.

Management Team

Contact Us

3810 Travis Street, Suite 300
Dallas, TX 75204-1500

Info@DallasPlatinumPartners.com

(972) 979-8173

Request a call, email, or e-meeting to discuss how Dallas Platinum Partners can help you.

Contact us
ABOUT US

Dallas Platinum Partners offers solutions to meet critical business challenges. We offer customized solutions to your specific challenges and transparent pricing tailored to your budget as a one-time fee, recurring support plan, or hourly/daily rates.

While Dallas Platinum Partners employs CPAs, it is not a CPA firm and does not practice public accounting.

© 2024 · Dallas Platinum Partners · All Rights Reserved.
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CONTACT US

3810 Travis Street, Suite 300
Dallas, TX 75204-1500

Info@DallasPlatinumPartners.com

Phone:     (972) 979-8173

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