Outsourced CFO and Controller services for middle market and well-funded start-up companies

Growth companies benefit from outsourced finance and accounting services from a local company with local connections.

When do you know if you need us?

  • When, as the CEO, owner or principal, you want to focus on growing the company, not setting up finance processes and procedures and reports
  • The company is growing quickly and needs financial systems established for scalability, financial reporting and cash flow
  • The company is preparing to buy or sell a business and the financial records need to be set up for a successful transaction
  • Financial information is more complex, and the numbers don’t make sense
  • Your current accounting team can’t provide reasons for financial fluctuations
  • Cash flow is tight, and yet the business is growing quickly
  • Your financial reports are late and don’t provide information that is understandable
  • The company needs capital or debt to grow and requires additional sophistication to obtain capital
  • Company records are kept on a cash basis vs. accrual (GAAP) basis and the information is difficult to understand
  • Your revenue and cost structure doesn’t support a full-time CFO role


  • VertexCFO has extensive accounting and financial reporting for emerging growth companies
  • We are a Trusted Advisor for our partners overseeing the financial operations of the Company
  • Your month-end financial reports will provide a summary of key variances and explanations for review with key stakeholders
  • We will establish scalable financial systems
  • We have a team approach of fractional CFOs, Controllers and accountants who are solid performers with extensive work histories
  • Our financial information provided will be accurate and meaningful
  • VertexCFO has experience in operations and strategic leadership
  • We drive the budgeting, planning and forecasting process for our clients
  • We can assist with board relations and reporting
  • We negotiate and structure successful debt financing agreements and operating lines of credit
  • We understand the EOS operating system, and can integrate our approach to fit the system

Who We Are

VertexCFO is a boutique fractional/outsourced CFO and Controller and Transactional Accounting services firm providing expertise to middle market and well-funded start-up companies seeking to manage, grow or sell their companies. We specialize in making sense of complex financial information, providing CEOs and entrepreneurs sound data to run their businesses.

Based in Denver, Colorado, we supplement current accounting teams, bringing CFO and Controller knowledge to budgeting, forecasting, cash management, and accuracy of monthly financials. VertexCFO then uses sound financial information to help CEOs navigate the capital raise process, and serves as an advisory CFO during buy/sell transactions. We are driven by our commitment to our client’s success, rooted in our core values of trust, respect and passion.

Organizations We Support

VertexCFO has supported various organizations over the years through a combination of sponsorships, talks, charitable contributions, volunteering and more.

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