James L. Bartlett

Providing CFO services and Business Transition Services in Dallas/Fort Worth, TX and surrounding areas


About James

James L. Bartlett

Arlington, TX CFO

39 Years of Experience

Direct Contact




Bachelor of Science (BS), Business Administration, Concentration Finance

Master of Science (MS), Management

Concentration Accounting/Taxation

Certificates & Licenses:

Certified Mergers &

Acquisitions Advisor

Certified Business Transition Expert


Alliance of Mergers & Acquisitions Advisors

Financial Executives

Networking Group

Texas Society of Certified Public Accountants

American Institute of Certified Public Accountants

Fort Worth Chapter, Texas Society of CPAs

Contact James Bartlett and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

James’ Bio

Jim is a trusted senior CFO with a track record of contributing to company growth and increasing value. He is skilled in managing balance sheets and liquidity, optimizing working capital and borrowing needs with capital structure and assuring internal controls safeguard assets. His expertise extends to strategic planning, risk management, and corporate communication. He is known for his ability to successfully lead cross-functional collaboration and process improvement. He has guided companies through restructurings, exit strategy, and growth by acquisitions.

Jim has over 36 years of experience including serving in public accounting practice as Managing Partner, Senior Tax Partner and Senior Audit Partner of a regional CPA firm, and serving in industry as Controller, International Treasurer and CFO. This extensive experience brings a well-rounded tool kit of financial skills to grow revenue, improve profitability, manage cash flows, and lead change management.

Jim has worked with entrepreneurs, small and mid-sized companies, and not-for-profit boards, both domestically and internationally. Some examples of his delivered accomplishments are:

  • Advised the executive team of a small divisional spin-off through a high growth trajectory which resulted in doubling the company size from 4 to 9 locations in 4 states, driving revenue growth an average of 40% each year over a 7-year period, and increasing the company valuation by 5X.
  • Planned and guided the acquisition of three companies and the division of another company, structured and arranged the financing, and managed their absorption into operations.
  • Developed and implemented a cost reduction plan in keeping with sales projections, obtained Board approval for plan to increase profit margins, decrease headcount, and monitor efficiency of labor and equipment utilization, while decreasing indirect overhead rates that achieved cost and expense savings of $1.5 million annually.
  • Significantly reduced the company's projected insurance costs through effective risk management, negotiated and structured the insurance packages (GL, excess, environmental, auto, workers comp, employee benefits) that held per capita employer medical insurance costs to minimal increases over a three year period and saved $300K in insurance expenses.
  • Streamlined processes to improve operational efficiencies by implementing administrative policies, improving accounting procedures, cross training financial/accounting personnel, improving accounts receivable and accounts payable processing including conversion to ACH that reduced headcount while more than tripling revenues.

Jim earned his Bachelor of Science in Business Administration concentration in Finance from Alfred University in Alfred, New York and his Master of Science in Management, concentration in Accounting/Taxation, from Florida International University in Miami, Florida.

Jim and his wife Karen have been married for 43 years. Their son graduated from Criswell College in Dallas and their daughter graduated from Dallas Baptist University.

Contact James (817) 505-5453

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Recent Articles

How to Successfully Merge or Acquire a Company: A Guide to M&As

Mergers & Acquisitions (M&As) require a great deal of up-front work. You will want to make sure all the bases are covered before committing to the deal. So how should you approach this complex task and what key questions should be answered before closing? If you want to learn about the essentials steps you will need to take, I recommend this article from Forbes. It details 20 key due-diligence activities to address prior to your M&A transaction.  You can read

How to Maximize Value Before You Sell or Exit Your Business

When you decide to sell/exit your business, you obviously want to get the best deal possible. Unfortunately, many business owners fail to prepare far enough in advance, and end up making less than they are expecting. The solution to this dilemma is early planning. The sooner you prepare for a sale, the more control you will have over your company’s overall value. To learn more about how to get started, I recommend that you read a short, informative article from Inc.com.

How to Know When to Sell or Exit Your Business

Financial experts predict a surge in mergers and acquisitions over the next 12 months, spurred on by the Fed’s recent rate hikes. This M&A boom is great news for companies desiring to sell. However, it comes with its own set of challenges and risks. Before striking an agreement, business owners need be ready to carefully analyze potential buyers. If you’re considering a merger or acquisition in the near future, you’ll find some great advice in this article from Entrepreneur.com.  The

Cash Flow: 9 Tips to Stay in the Black

Business owners have the tendency to focus on sales and overall profit, which is good, but without healthy systems in place to manage cash flow, the health of an organization can be compromised as situations fluctuate. There are three critical principles you must follow to keep an organization’s cash flowing in a healthy manner. Know what customers owe you and get that money as quickly as possible. Keep up with what you owe others and make sure you pay them

4 Steps to Manage Cash Flow Better

Cash Flow

When it comes to the financial management of a growing company, maintaining cash flow is critical. This monitoring of the inflow and outflow of cash can be a real challenge but with some practical strategies and consistent discipline to stay on top of it, your business can maintain a healthier existence and have a better platform for growth. To read some great tips to keep track of the money entering and exiting your company, check out this article from Entrepreneur.com.

14 Ways to Maximize Profits When Starting or Growing a Business


Trying to run a lean business and maximize your profits? One of the best ways to do so is to learn how to save money from other entrepreneurs. To get some ideas to apply to your business, check out this article on entrepreneur.com that lists 14 valuable strategies that have helped to launch and grow successful companies with minimal costs. The article pulls information from Michael Glauser’s new book, Main Street Entrepreneur. To read the article, click here. If you’re looking

Five Fundamentals to Prevent Financial Fraud

Financial fraud and embezzlement are on the rise, and the consequences can be dire. In 2010, the average embezzler stole almost $18,000 per month from their employer. You probably have a picture in your mind of the typical embezzler, but a corporate thief may not look like you think. Fortunately, there’s a lot you can do to make fraud more difficult — and more obvious.  I recommend reading this excellent article from AllBusiness.com.  It offers five solid business practices to

5 Tips to Improve Your Profits

Increasing your profitability is the goal for most businesses but the challenge is actually making that happen. It’s easy to set an annual profit goal but the reality is that it takes planning, hard work, smart choices and strategy to be really successful. If you want some great tips and strategies to increase your profits, check out this article by Melinda Emerson on Small Business Trends. If you need assistance with any of these financial strategies, I welcome you to

Uncovering Fraud: Better Now Than Later

Financial Fraud

As a financial advisor, I have become aware first hand of the devastation that can occur when fraud is undetected in a business for a long period of time. While in many situations, I am called in to clean up the mess after the fact, the ideal scenario is for a business owner to have a trusted outside financial consultant who can set up procedures and processes to prevent this from happening in the first place.  By doing this, a

B2B Exit Software Nominated For 2014 Small Business Influencer Awards – Vote Now

   B2B Exit Software Nominated For 2014 Small Business Influencer Awards Voting Period Ends September 15th   “We are so proud of our new software and see it as a true game changer for the small and mid-size business industry,” said Jerry L. Mills.  “We are very pleased to be among the nominees this year and hope to finish strong.  I sincerely appreciate every vote and all the support!” Read more about the award here