Welcome

At Vantage Strategy CFO, we like to consider  each of our projects a journey that ultimately leads to the achievement of our client's goals. Whether it is cash flow management or reconciling accounts, we can provide the know-how you need. We're committed to quality and great service. Join us as we grow and succeed together. We are glad you are here to be a part of our story.

Benefits of working with us. 

Cost-Effective

Since our relationship with clients is agreement not employee-employer based, you do not have to incur the significant costs associated with employees such as salary (including federal / state taxes, benefits, etc. Furthermore, not knowing how to navigate the business / accounting landscape can lead to costly mistakes. We can help mitigate that. 

Competitive Advantage

When you work with us, we become a resource for business and accounting matters that many small business owners and entreprenuers do not have. 

Operational Efficiency

We enjoy solving problems and analysis. As part of our offerings, we often review client processes with the goal of seeking to improve efficiency and ultimately, eliminate unecessary costs. Nevertheless, rest assured that regardless of the service provided, we strive for efficiency. 

Part-Time CFO

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Benefits:

  • Cost control
  • Increased free cash flow
  • Improvement in financial operational efficiency
  • Internal control implementation
  • Increased understanding of business finances

Business Analytics

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Benefits:

  • Greater insight into business operations, expenses, and revenue
  • Operational process improvement
  • Customized business reporting per client requirements
  • Business analysis

Outsourced Accounting

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Benefits:

  • GAAP compliant accounting and financials
  • Implementation of accounting cycle for efficiency - e.g. month end close
  • Reconciled account balances
  • Accurate business financial data
  • Increased efficiency in accounts payable and accounts receivable processing - e.g. vendors paid on time and customer payments applied accurately and collected within payment term
  • Timely preparation of financials for tax season

Pricing Calculator

First consultation is 100% free.

FAQ

Service

What accounting software can you work with?

We can work with any cloud based accounting software. If you are currently on QuickBooks Desktop, we can make the transfer to the online version. Other desktop software might have a similar option.

Do you offer training?

Currently we do not, however, this is something we want to offer in the near future. 

Do you offer business tax preparation services?

We do not offer business tax preparation services at the moment, however we plan on partnering with tax experts in the future. 

Are there any contracts?

While we do not lock in our clients with contracts, we do need a service agreement that details things such as the scope, compensation, etc. to be signed before commencing work on any project.

Payments

What payment methods do you accept?

We accept credit card / debit cards (fees apply), ACH, Google Pay, and Apple Pay. 

How does billing work?

For monthly services, the first month is billed upon commencement of services and subsequently billed the first of every month. All other service agreements are billed upon completion of the project. 

Do you offer discounts?

We offer discounts on combination of two or more services. For example, AR management paired with business analytics services or account reconciliations paired with business reporting and CFO services. 

If I am not satisfied, can I get a refund?

The short answer is no. We strive to provide value to our clients and allocate time / other business costs into doing so, therefore providing refunds is simply not viable. 

More questions or concerns?