Phillip M. McLeod, CPA

Fractional CFO


Phillip is an exceptional advisor with over 30 years of financial executive experience. He has served as Chief Financial Officer (CFO), Chief Operating Officer, Controller and other financial and operational executive positions in a diverse range of the industries that include healthcare, distribution and service. He had a distinguished 17 year career with an organization that went from $10 million to $50 billion in revenue. During his tenure with this organization, he was fortunate to have mentors and resources that molded and developed his management philosophies.

Phillip’s fundamental management philosophies are based on integrity, customer service, empowerment and accountability. His passions are centered on partnering with small, emerging and turnaround companies as a valued advisor to raise the value of their businesses and achieve exceptional results through financial analysis, process improvements and system integration.

Phillip has core competencies in operational and financial system integration, process improvement, forecasting, M & A financial analysis and due diligence, management, leadership development, strategic planning, variance analysis, team building, billing, financial modeling and data mining.

Phillip serves his current New Life clients with his management philosophies, passions and core competencies with his short learning curve on understanding their business, proper sense of urgency and organizational savvy.

Phillip is a CPA and received his BBA in Accounting from Texas A & M Commerce.

Phillip L. McLeod, CPA
CFO/Controller Since 1987
(903) 707-5045
View Phillip’s LinkedIn Profile



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