Our Services

Three ways we show up for your business

Fractional CFO leadership, management consulting, and institutional-grade accounting — integrated under one roof.

VantagePoint

Our Core Services

vantagepoint

Flagship Service

Fractional CFO

Fortune 500–caliber financial leadership, embedded in your business on a part-time basis. Packages starting at $3,000/month.

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
  • technology
Starts at/$3,000 month
vantagepoint

operational and financial advisory

Management Consulting

M&A advisory, business turnarounds, FP&A, and strategic revenue management when the stakes are too high to figure it out alone.

Project-based engagements to solve specific financial and operational challenges — from process redesign and KPI development to M&A due diligence and strategic planning facilitation.

  • Standard Operating Procedures
  • GAAP Compliance
  • Audit Defense
  • Accrual Basis
Starts at/$440 a month
VantagePoint Financial Advisory Team

Financial Foundation

Accounting & Controllership

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.

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.

  • financial process design
  • scendario modeling & analysis
  • operational efficiency audits
  • strategic planning facilitation
Starts at:/From $795 per month
Billboard

Flagship Service

Business Turnaround

Fortune 500–caliber financial leadership, embedded in your business on a part-time basis. Packages starting at $3,000/month.

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.

  • Key Point
Starts at/$3,500 month

How It Works

Everything under one roof

Our services are designed to build on each other. Start wherever you need then scale into integrated financial leadership.

Step 1

Accounting Foundation

Clean, GAAP-compliant books are the bedrock. We start here — ensuring your financials are accurate, timely, and investor-ready.

Step 2

Strategic Consulting

With clean data, we identify operational improvements — process redesign, pricing strategy, KPI frameworks that drive action.

Step 3

CFO Leadership

The full picture. A fractional CFO integrates everything — strategy, reporting, investor relations — into cohesive financial leadership.

Our Models

Flexible ways to work together

Monthly Retainer

Ongoing fractional CFO and accounting services. Predictable monthly cost, flexible scope that scales with your business.

Best for: Fractional CFO & Accounting

Project-Based

Scoped consulting engagements with defined deliverables, milestones, and timelines. Pay for outcomes, not hours.

Best for: Management Consulting

Hourly Advisory

Ad-hoc strategic guidance when you need a sounding board. Ideal for specific questions or periodic check-ins.

Best for: All Services