Strategic Fractional CFO & Controller Outsourced Services
Accelerate your Business Growth with a Fractional Finance Team
- 30+ Years of Executive Finance Experience
- 100+ Companies Served
- 20+ Industries Supported
- Dedicated Finance Team
Financial Leadership That Grows With Your Business
Outsourced Fractional CFO & Controller Services
Gain an experienced finance team without hiring one.
From executive-level strategy to accurate monthly reporting, we become an extension of your leadership team, helping you improve profitability, manage cash flow, and confidently navigate growth.
Capital Raise Advisory
Prepare for investors with confidence.
We help organize your financials, build investor-ready models, and develop the financial story needed to support successful fundraising conversations.
M&A Advisory & Transaction Support
Navigate acquisitions and exits with confidence.
Whether you are buying or selling a business, we provide financial due diligence, transaction oversight, and coordination so you can stay focused on running your company.
VertexEDGE Reporting Platform
Turn financial data into business decisions.
Real-time dashboards, KPI tracking, budgeting, forecasting, and financial reporting all in one platform designed to give leadership complete financial visibility.
Our Approach
We believe great financial leadership starts with understanding your business—not just your numbers.
Every business is different, which is why we don’t believe in one-size-fits-all financial solutions. Before we make recommendations, we take the time to understand your goals, operations, and the challenges that are driving your business.
From there, we build a financial strategy tailored to your needs by providing accurate reporting, meaningful forecasting, and executive guidance that helps you make confident decisions and plan for the future.
More than an outsourced financial provider, we become an extension of your leadership team, offering the financial insight and support needed to navigate growth, improve profitability, and prepare for what’s next.
Proven Results. Trusted Financial Leadership.
★★★★★
"They empower us to make the best business decisions."
“VertexCFO is skilled in bringing complex conversations into understandable and discernable terms, empowering our firm to make the best business decisions. They can be both ‘in the trenches’ and provide CFO-level strategic thinking on a daily basis. VertexCFO has brought strategic expertise to our firm, interfacing with our existing accounting team, serving the role both as mentor and educator.”
Max Eckstein
COO, Ciancio Ciancio Brown, P.C.
★★★★★
"We now have clarity with our financial data."
“For the first time, we invested in financial operations, and it was absolutely the right decision. We now have clarity, whereas before we were flying blind. We have streamlined financial reports and have a clean P&L statement. I have a true understanding of how the company is performing.”
Chris McAree
CEO, Leaftech Consulting
★★★★★
“I’m a repeat customer and highly recommend VertexCFO."
“VertexCFO understands how to position a start-up for success from the beginning, with a financial framework to scale nicely. Their financial package stood up to the review by a large reputable strategic acquirer of one of my companies. I wouldn’t hesitate to recommend VertexCFO. I’ve worked on and off with the company for 5+ years. I’m a repeat customer and bring them into my new investment companies.”
Mark Soderberg
CEO and Investor, high-growth companies
