Real results from real engagements.
Fractional CFO leadership, management consulting, and institutional-grade accounting — integrated under one roof. These aren't projections. They're outcomes from businesses that decided to stop guessing and start leading with better financial infrastructure.
What We Do
How we've delivered for clients like you.
"They cleaned up what we didn't even know was broken — and we closed our round cleaner because of it."
Founder, CPG Brand
59%
Year-one revenue growth sustained through scale-up
45 days → 8 days
Monthly close cycle cut by more than 80%
$0 Restatements
required during Series A due diligence
The Challenge
A CPG brand in a high-growth moment — 59% year-one revenue growth — had an accounting infrastructure that hadn't scaled with them. Multi-million-dollar inventory and production decisions were being made without reliable COGS data. Investor reporting was running 45+ days behind actuals. They were winning in the market and losing in the back office.
The Solution
VantagePoint overhauled the chart of accounts, built a real-time COGS tracking model by SKU and production run, implemented a 13-week rolling cash flow forecast, and rebuilt the monthly close process end to end — bringing reporting from 45 days to under 10. We then built the board reporting package from scratch and ran a dry due diligence process so when the Series A materialized, the numbers were airtight.
"VantagePoint didn't just fix our pricing — they gave us a framework we'll use for every new market launch."
CEO, Craft Spirits Brand
34%
Gross margin improvement
$680K
Annual incremental revenue
14 Pricing Tiers
Simplified into one unified framework
The Challenge
A craft spirits brand generating $4.2M in annual revenue was expanding into three new states — with no pricing framework to guide the rollout. Margins swung wildly from 18% to 52% depending on the distributor, the SKU, and the market. They were growing. They just weren't growing profitably.
The Solution
VantagePoint conducted a full pricing audit across all 14 SKUs and every existing market. We built a margin-by-SKU model, established distributor price floors, introduced a tiered pricing strategy by market type, and renegotiated terms with three distributors whose agreements were quietly eroding profitability. The new framework was deployed across existing and incoming markets before the next distribution cycle launched.
"We didn't know how bad it actually was until VantagePoint showed us. More importantly, they had a plan."
COO, Restaurant Group
$9M
Incremental profit captured over 18 months
38% → 31%
Labor as a percentage of revenue
2 Underperforming Locations
Turned from loss-leaders to contributors
The Challenge
A multi-location restaurant group was generating solid top-line revenue — but bleeding cash. Labor costs were running at 38% of revenue, six full points above industry benchmarks. Ownership had no clear picture of which locations were actually profitable versus just busy. They came to VantagePoint six months from a cash flow crisis they didn't yet see coming.
The Solution
VantagePoint stepped in as Fractional CFO, established real-time financial reporting across all locations, and built a unit economics model that broke down true profitability by site. Two locations had cost structures that couldn't be salvaged without lease renegotiation. We led those negotiations, restructured the management comp model, and built a 13-week rolling cash flow forecast to restore visibility. No decisions were made in the dark again.
Industries We Provide For
Deep expertise where it matters
We don't spread thin. We go deep in many verticals where our operational experience creates the most value.
Entering a new industry without prior experience, I needed more than just financial oversight - I needed strategic clarity. Thomas and his team have brought exactly that.
Karen Schmidt
Founder, Six13
We're grateful for the fresh eyes and new insights the team at VantagePoint has brought to the table when meeting with everyone in my company.
Shannon Alexander
President, C J International
The financial model our banker received for our SBA loan was the most sophisticated model they’ve seen.
Co-Owner, Retail & e-Comm Brand
VantagePoint is the best finance partner we’ve had in 10 years.
Sales Executive, Global Consumer Packaged Goods Company
The VantagePoint team simplified finance making their work digestible for non-finance people. They’re a great teacher and partner for our business!
Supply Chain Executive, Global Consumer Packaged Goods Company
VantagePoint kept us engaged for nearly two hours walking us through insights and action plans. It was a game changer for our business.
Co-Owner, Fine Dining Restaurant