Tracey Smith

Providing CFO services and Business Transition Services in Houston, TX and surrounding areas


About Trace

Tracey J Smith

Houston, TX CFO

22 Years of Experience

Direct Contact

281 970 8476


University of Regina

Certificates & Licenses:

CPA, CA (Canada)


Contact Trace Smith 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™

Trace’s Bio

Trace is a highly experienced financial executive who enjoys bringing big company reporting to small and medium size organizations. His career started on the Canadian prairies with one of the Big Four. He was soon transferred to the London office, where he managed audits in the high-tech group. Returning to Canada he was a Plant Controller for a French conglomerate which ultimately transferred him to Baltimore to clean up after extensive fraud and then Gainesville to manage a technology transfer of a subsidiary whose acquisition he worked on. Later, as US VP Finance of another French multinational he was instrumental in bringing the Acela high speed train to the US, as well as overseeing a number of business units ranging in size from a few million to 1.5 billion dollars in revenue.

When that company was sold, he became CFO of USA and Asia for a VC backed international moving company. There he helped transition a family held enterprise into a more corporate entity. As a consultant he has managed the treasury integration in a multinational acquisition, worked with a private equity group assisting in the sale of a shipyard, reviewed the quality of management and systems of a manufacturer, and prepared for (another) shipyard, documents as part of their bid to list the company on the junior London stock exchange.

Trace's expertise includes:

  • Budgets, Best Estimate Forecasts and What-if Projections.
  • Preparation of Concise Financial Dashboards.
  • Cash Flow management with special emphasis on Receivables and Inventory.
  • Cash Flow forecasting from 13 weeks to 5 years.
  • Coaching non-financial managers in the use of financial data.
  • Acquisitions and post-acquisition integration.
  • Preparing companies for sale.
  • International transactions and operations.
  • Improvement of accounting operations and controls.
  • Banking relationships.
  • Relationships with Lawyers, Insurance Brokers, Tax Advisors, Auditors, and Private Equity Groups.
  • Staff Development. (Trace was an adjunct professor of accounting for a number of years.)

Trace has a business degree from the University of Regina and is a CPA, CA. He has lived in Houston since 2003. He is also a member of the Bread Bakers Guild of America, which comes in handy as he and his wife, Mireya, have 6 high energy grandchildren in the Houston area.

Contact Trace (281) 970-8476

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Recent Articles

Feb 27Tracey Smith

A Tale of Cash Flow

Feb 27Tracey Smith

A frequently heard complaint among small to medium business owners is “I am making money, but I have no cash.  How can that be?”  Well, it is more likely the norm than the exception. Years ago I was hired by a company that had revenues of about $130 million.  Margins were healthy, G&A costs were a little excessive (a lot of the owner’s personal expenses were run through the company), but not completely whacko.  But, cash was constant struggle and

Sep 12Tracey Smith

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

Sep 12Tracey Smith

B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along with sponsors and special guests will be hosted at the Scottsdale Resort and Conference Center in Scottsdale, Arizona. “We’re so pleased to have Bo Burlingham