Outsourced Finance and Accounting Services for Growth Companies
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.
Does any of this sound familiar?
You want to leverage the expertise of a CFO/Controller team — on an as-needed basis.
You need a solid understanding of your company’s financial health and the reporting records to prove it.
You want to partner with a CFO to bring financial discipline, budgeting, and reporting to communicate with potential investors or buyers.
You want to make informed, strategic business decisions.
You’ve outgrown your accounting team and need strategic expertise and a mentor for the team.
You aren’t ready to invest in a full-time CFO when you can get access to what you need at a fraction of the cost.
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. The VertexCFO team oversees financial operations and develops key finance and accounting tools for owners – 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 the detailed information they need to run their business and confidently present to their board of directors and potential investors. Our fractional CFOs and Controllers work on a part-time, and sometimes interim basis, and are experienced working in a mentoring role for in-house accounting teams.
– C. C., PHD, COO, private multi-million dollar laboratory company
Capital Raise Advisory Services
Capital alternatives are plentiful but choosing the wrong method can have serious ramifications for your business. VertexCFO will be an integral part of your senior leadership team, getting your finances in order, reviewing your company’s specific needs and helping you determine the best sources of capital funding – which could include private equity financing, debt financing, corporate restructuring, venture capital, angel funding or other capital-raise sources. We serve on your senior leadership team to strategize around capital raise and present financials in your conversations with potential investors.
– C.L., CEO, B2B data solutions company with Series A funding
Buy/Sell Transactions (M&A Support)
Buying or selling a business is a daunting and complex process, and VertexCFO will shepherd the deal from start to finish, providing the general oversight and coordination owners need for a successful closing. We recognize that your team needs to focus on day-to-day business operations essential for the business’s continued progression. 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.
– J.S, CEO, a national medical billing services company
Accounting SupportVertexCFO supplements current accounting teams, bringing knowledge to budgeting, forecasting, cash management, and accuracy of monthly financials. When a client outgrows their current accounting team, we offer strategic expertise, and mentoring to their existing staff to set up processes and procedures to help them be more effective. We can also support companies with interim, part-time or temporary accounting services as needed.
– G.S., CEO and Founder, high growth marketing company running EOS (Entrepreneurial Operating System)