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ABOUT US

Vitality CFO Consulting provides services that integrate vision and execution so you can quickly amplify your business.  Vitality CFO Services is built on fundamental values of integrity, entrepreneurship and philanthropy.

Integrity 

choosing what is right based upon values rather than personal gain. It is not just our core value but is the foundation of all our values. We believe in honesty, trust and accountability.  

In a Meeting

Entrepreneurship 

the vision, innovative development, and launching of a product or service business that which bears all risks and rewards. And beyond this, at Vitality we believe in Conscientious Entrepreneurship defined by Forbes as making a connection to the people and problems around you and offering a solution that is also profitable. 

Philanthropy 

the act of providing assistance and resources to promote the welfare of others. Quite simply, the love of humanity. By combining resources and knowledge, we offer more opportunities and support projects that benefit the whole community.  

Through collaborative efforts, Vitality is here to support entrepreneurs and small to mid-size businesses make a meaningful impact within their organization, community and generations to come. 

FOUNDER

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Valerie is an experienced executive with over 17 years of financial management and operational experience as a Finance Director, Us Group Controller, Financial Analyst, and a licensed CPA for public and private companies ranging from start-ups to Fortune 500 businesses. Her industry experience includes manufacturing, distribution, services, and commercial financial services within oil and gas, semiconductor, natural gas, LNG, and financial markets.  She is expert at quickly assessing the key indicators that drive success in any business model. Valerie uses this knowledge to help business owners develop processes, systems, and financial reporting that increase cash and drive bottom line results. She has experience working with emerging businesses, financial turnarounds, and businesses experiencing rapid growth. Her expertise includes:  

  • Strategic Business Planning & Execution

  • Profit Growth and Cash flow Optimization

  • Establishing appropriate KPIs to drive result

  • Budgeting, Forecasting, Ad hoc Analysis

  • Managing Accounts Receivable

  • Improving the accuracy and timeliness of financial reporting

Valerie is a results-oriented executive who has served as a coach and mentor for the Small Business Association (SBA.gov) and as a fractional CFO for various organizations. She is a progressive leader, operational strategist, and trusted advisor with a record of sound financial guidance in complex settings demanding key business acumen.  A driver for operational and financial efficiency who establishes core metrics that optimize team performance and maximize capital position.  Valerie earned a Bachelor of Science in Economics at University of Houston, Accounting, and is a licensed CPA in the state of Texas.    She also enjoys volunteering her time teaching financial literacy at The Women’s Shelter.  

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