SERVICES

At Vitality CFO Consulting integrates vision and execution so you can quickly amplify your business to unlimited profits.

Strategic Services

Most companies need a Strategic CFO not just another accountant. Your Vitality CFO will interpret the financial results so that you can make solid strategic decisions to flourish and achieve the company objectives. Our experience enables us to ask the critical questions needed to help you achieve your goals and see opportunities and challenges you might otherwise not realize until it’s too late. In addition, we are able to help you with

Banking Relationships,
Debt and Equity structuring, and
Business Plans.

Your CFO will supervise the finance activity thereby giving you time for yourself. The CFO will work with senior management to establish

long range goals,
strategies,
plans and
policies.
Develop budget and KPI metrics to ensure these goals are achieved.

Your CFO will be assist as a catalyst in ensuring the long term plans are achieved through weekly and monthly monitoring for quick to speed changes as needed for off track performance.

Analytics

Assess a company’s performance and make recommendations about how it can improve going forward. A key area of financial analysis involves extrapolating a company's past performance, such as gross revenue or profit margin, into an estimate of the company's future performance. This allows the business to forecast budgets and make decisions based on past trends, such as inventory levels. Our analyses are anchored by a proven methodology that includes KPI metrics to highlight key areas of focus. This structured, proven approach helps companies focus solely on the drivers of revenue growth and cost reduction strategies. Companies can compare their performance against prior years, budget, and forecast.

Controller / Accounting Services

Provide controller services to correctly set up and establish a standard financial process. Oversee the cash flow planning and management, month end close process, preparation of financial statements and reports. Monitor and plan recommendations for cash-to-cash improvement including faster collections, improved vendor collections, process improvement for a cash to cash cycle time reduction, improved inventory turns and other cash flow optimization strategies.

Cost Optimization

Cost optimization is referred to as a continuous effort intended to drive spending and cost reduction while maximizing business value. It acts to balance the company spending and to get the most out of every penny spent. Cost optimization is designed to obtain the best pricing and terms for all business purchases, to standardize, simplify, and rationalize processes and services. Your CFO will assist in managing these costs by continually seeking data that will identify those opportunities and identify action items.

Personal Planning

Why did you start your company? What goals do you as an individual have for you and your family's future? Most entrepreneurs did not begin their journey to just "have a job". The beauty of entrepreneurship is support a dream! Whether that be to travel the world, give to the community, or sit on a beach! Vitality CFO consultant provides financial counseling to both owners and employees. One on one meetings with the owner to ensure that your ultimate goals are being achieved and on track with the current business model. In addition, Vitality is excited to bring WorkPlace Money Coaching sessions to your team. We want your employees to think big about their financial life goals and to see their paycheck as the fuel for financial success. This program is proven to reduce turn over, improve work efficiencies, improve employee morale.