SERVICES
Positioning for Success.
What We Do
Accounting Oversight
Planning & Forecasting
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Accounting system cleanup
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Period-end close management
(Keep the books current) -
Process improvement
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Tax prep oversight
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Audit oversight
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Financial statement reporting
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KPI reporting​
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Actuals vs budget reporting
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Data analysis
- Business intelligence implementation
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Proforma development
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Cash flow forecasting
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Manage budgeting process
Management Support
Capital Sourcing
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Board meeting participation
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Available for finance and accounting questions
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Oversee accounting staff
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Investor relations
- Strategic support
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Pitch deck development
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Debt capital sourcing
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Equity capital sourcing
All organizations function better with efficient financial systems in place, solid reporting, and the sound financial oversight a CFO can provide. VantageCFO offers a part-time CFO solution so you get the benefits of CFO level experience at an affordable cost.
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Our clients are small and medium sized businesses that need better financial management. You may not have the right experience on your team or you may face challenges from recent market changes, rapid growth, M&A activity, or a need to restructure debt. Clients come to us for many reasons.​