Three ways we show up for your business

A fractional CFO is a senior financial executive who works with your company on a part-time or project basis. They provide the same strategic financial leadership as a full-time chief financial officer — financial planning, cash flow management, investor relations, and operational finance — at a fraction of the cost, typically 20–30% of a full-time hire.

• Financial strategy & planning
• Cash flow and profitability management
• technology
• Performance Management

Most accounting functions tell you what happened. Ours tells you what it means. We build structured, GAAP-compliant accounting systems that turn your financial data into something you can actually run your business from.

• Standard Operating Procedures
• Accrual Basis
• Rich Insights
• Data Management

Project-based advisory for acquisitions, turnarounds, pricing, and planning. VantagePoint brings financial rigor and commercial judgment to high-stakes decisions.

• Financial Process Design
• Scenario Modeling & Analysis
• Strategic Planning Facilitation
• Operational Efficiencies

A business turnaround is a structured intervention for a company losing money or watching margin erode. It starts with diagnosis rather than cost-cutting: finding which of price, cost, mix, or overhead actually moved, then modeling what each fix is worth before anything gets committed.

• Root-cause diagnosis, not guesswork
• Baseline and scenario modeling
• Margin and cost structure rebuild
• Execution support through the plan

Revenue management consulting for pricing, product mix, and trade spend. VantagePoint finds the margin your current revenue is leaving behind. Project-based.

• Price
• Promotion
• Product
• Placement

Financial planning and analysis covers budgeting, forecasting, and explaining the gap between plan and actual. Engagements are scoped to the need: a one-off budget, a performance deep dive, a model your team owns, or standing up the function from nothing.

• Driver-based budget and forecast models
• Performance and variance deep dives
• Board and lender reporting packages
• Tools built and teams trained to run them