CFO, Controller and Accounting Support on an Outsourced, Part-time, or Interim Basis

WE MAKE SENSE OF COMPLEX FINANCIAL INFORMATION.

CEOs AND ENTREPRENEURS GAIN PRECISE STRATEGIES TO BOOST PROFITABILITY.

Sound familiar?

You want to leverage the expertise of a CFO/Controller team — on an as-needed basis for a fraction of the cost.

You need a solid understanding of your company’s financial health and the reporting records to prove it.

You want financial discipline, budgeting, and reporting to make informed, strategic business decisions..

You’ve outgrown your accounting team and need strategic expertise and a mentor for the team.

VertexCFO can help. We bring you the CFO and Controller knowledge to support budgeting, forecasting and cash management and ensure the accuracy of monthly financials and projections.

VertexCFO Services

Outsourced CFO and

Controller Services

Outsourced CFO and Controller support is ideal for growing companies who need seasoned CFO and/or Controller services for financial and business challenges yet lack the budget or need for full-time resources.

We oversee financial operations and develop key finance and accounting tools for CEOs – including cash flow forecasting reports, financial forecast models, tax compliance support, performance reports, investment risk and opportunity analyses, and more. Our solid, easily-digestible monthly financial reports give business owners and CEOs the detailed information they need to run their business and confidently present to their board of directors and potential investors.

  “We have financial data that we trust now. Knowing our past results helps us feel more comfortable with future decisions.”

– Greg Sobiech, CEO and Founder, Delve, a company running EOS

FREE 30-MINUTE PHONE CONSULTATION EMAIL US

Capital Raise Advisory Services

VertexCFO partners with your senior leadership team, gets your finances in order, reviews your company’s specific needs and helps you determine the best sources of capital funding. We help you present company, financial and growth strategies in your conversations for successful capital raises. You’ll have solid, easily-digestible reports on your company’s financial health so you can present confidently to potential investors.
“We were looking for someone to see the financial big picture and understand what it would take to move us from small company accounting to a true GAAP financials company. Vertex was able to execute on that rapidly. Using a fractional CFO is a great way to find out where your gaps are and where you need to be. It’s the best way to spend your money. You don’t have to worry you’ve hired a $250K CFO you don’t like — you have the option to change or terminate. There’s no risk. And the impacts are immediate.”

– Carl Craig, PHD, COO, Botanacor Laboratories and Agricor Laboratories

FREE 30-MINUTE PHONE CONSULTATION EMAIL US

Buy/Sell Transactions (M&A Support)

For owners who are buying or selling, we drive the due diligence process, work with M&A teams (attorneys, tax accountants, bankers, buyers and target companies), carefully examine tax structures and deal terms, identify and resolve potential snags in those terms and assure a successful outcome, both financially and culturally.
“As a result of working with VertexCFO, when we were approached to sell, we were able to seize the opportunity when it presented itself. The VertexCFO team went through the battle with us as our outsourced CFO. They led the calls, helping me orchestrate my moves because it was brand new for me. I’d never been through anything like that, and they had. They could pass their previous experience on to me and there was a ton of value in it. VertexCFO touched anything financial. We were able to sell the company in 90 days.”

– Jessica Stewart, CEO, Pacific Medical Data Solutions

FREE 30-MINUTE PHONE CONSULTATION EMAIL US
VertexEDGE

VertexCFO Introduces VertexEDGE, an All-in-One Financial Reporting System

VertexCFO offers an all-in-one financial reporting system that gives clients access to the information they need. CEOs and executives use VertexEDGE reports for strategic decision making, performance monitoring, cash flow management, cost control and efficiency and investor and board communication.

LEARN MORE ABOUT VERTEXEDGE

Contact VertexCFO Today

Complete the form to schedule a free consultation or to inquire about our services. We look forward to learning more about your business.

14143 Denver West Parkway, Suite 100
Golden, CO 80401

(720) 719-0262

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