Analyzing Data

Availability for Finance & Accounting Questions

As a VantageCFO client, you have access to our team to ask any and all finance and accounting questions when you need help.

Meeting Participation

It is not uncommon for clients to ask us to participate in board meetings and other management meetings. We provide an independent viewpoint and outside experience that can be very useful to your leadership team.

Oversee Accounting Staff

Our clients typically have a controller or bookkeeper on staff or outsourced. We provide oversight of accounting personnel to ensure the books are kept clean, current, and accurate.

Manage Investor Relations

Investor relationship management can be a hassle. Regular reporting, tax documentation, and fielding of questions can take significant time. We have experience managing large groups of investors, including cap table and legal document management. 

Strategic Support

A good CFO is part of the strategic planning process. We help clients study strategic options. Our job is to provide insights through data so your leadership team can make informed decisions.