Services

Why Clients Partner with Us

  • VertexCFO relationship allows Owners and Principals to focus on the growth of the company
  • 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
  • The current accounting team can’t provide reasons for financial fluctuations
  • Cash flow is tight, and the business is growing quickly
  • 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
  • Records are kept on cash basis vs. accrual (GAAP) basis and the information is difficult to understand
  • Revenue and cost structure doesn’t support a full time CFO role

What We Can Do

  • 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
  • The month end financial reports will provide summary of key variances and explanations for review with key stakeholders
  • We will establish scalable financial systems
  • We have a team approach of fractional Controllers and Accountants who are solid performers with extensive work history
  • 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

Case Studies

CFO AND CONTROLLER SERVICES (pdf)

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CAPITAL RAISE ADVISORY SERVICES (pdf)

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BUY AND SELL SERVICES (pdf)

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