Outsource a Portion or All of Your Accounting Needs
Our team of CFOs, Controllers and Advisors are ready to help your business
What We Do
We help small and mid-sized businesses with their finance and accounting needs.
Who We Are
We are a team of advisors and accounting professionals who truly care about our clients.
Where We Serve
We serve clients throughout the United States and in a wide range of industries.
Our Mission
We strive to ensure your success.
Our mission is to help entrepreneurs and small business leaders succeed. You compete against much larger competitors and, often, without the name recognition and resources of your competitors. Let us focus on the financial and accounting needs of your company while you focus on what you do best. Together, we can level the playing field and ensure you, your company and your team thrive.
Every Company Needs a CFO
Regardless of size, every company deserves and needs the guidance and protection that comes from the office of the CFO.
Our Services
Accounting and Financial Services
We are a unique, specialized accounting firm that becomes your finance and accounting team or fills in the gaps of your current internal team.
Cash Flow
Maximize cash flow, make payroll and grow smartly.
Reporting
Financial statements, proprietary dashboards and weekly reports.
Systems
Monthly close process, virtual document collection and technology implementation.
Mergers & Acquisitions
Due diligence on potential acquisitions, preparation and negotiation of a sale.
Risk & Financial Advisory
Advice and direction from a trusted advisor, long-term growth partner.
Training
Training for you and your team, creativity in building knowledge in your company.
It's All About You
We guide you through 4 phases of the Entrepreneur's Journey.
We stay with you as you grow from Building to Thriving and everything in between. This is a journey and we are here to guide you.
Build Phase (Intelligence)
The Build Phase includes technology, team, structure, processes, protection and cash flow. In this phase we are building the intelligence required for success and growth.
Advise Phase (Clarity)
Once the right systems and processes are in place, we move to the Advise Phase where the focus becomes reporting, education, connection, strategy, accountability and tools. In this phase we are gaining clarity on the business and what is needed to grow.
Empower Phase (Confidence)
Once we have clarity, you become empowered to make great decisions and guide your company to new heights as we focus on success, best practices, trusted outside advisors, trusted team members, creativity and the accumulation of resources. Success leads to confidence in you and your organization.
Thrive Phase (Fulfillment)
All you have worked for leads to the Thrive Phase where you experience greater profits, organizational and personal health, exit strategies, future goals, legacy planning, giving back and new opportunities. This phase leads to fulfillment as you see what is possible.
Discovery to Decision
Our No Pressure Onboarding Process
Discovery
We begin with a one hour consultation to understand your needs and goals.
Review
We then perform a financial review of your system and documents.
Proposal
We present our findings and, if we are a good fit, provide a proposal.
Decision
You decide if the proposal meets your needs and if you want to begin.
Ready to Begin?
Contact us today to get the process started. Worried about cost? We work hard to find a solution that fits each client. We do not have a sales team, which means you will be working with the firm’s leadership and with a client service team to find the right solutions for you. Reach out today and we will get back to you shortly.
Dashboards
We use our proprietary dashboards to provide clarity on the health and performance of our clients' companies. Combining advisory services with visual reporting provides business leaders with the intelligence they need to make the right decisions.
Testimonials
Our Clients Reviews
"I wanted you to know how much we LOVE our CFO! I am so impressed by her and she has been absolutely phenomenal. I'm so happy that I made the decision to partner with you guys. THANK YOU!"
"You came to us at such a critical time.
I feel truly honored to have retained your experience and brilliance and lucky to have your eyes on our company. You provide us with the next level organization and confidence to keep growing."
"Thank you very much for your help with the sale of the division. We really appreciate it! I know we have had to do a lot of complex reporting that made it particularly tricky and your skill and expertise was critical to our success."
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We serve a wide range of industries
While we serve a wide range of industries as a firm, we have teams that specialize in specific industries.
FAQ
Frequently Asked Questions.
Feel free to reach out with any questions you may have. Here are the answers to a few of the more common questions.
The fastest way to reach us is by email to info@companyvitals.com. Please provide your contact information and some brief information about you and your needs. We will get back to you shortly.
No, there is no cost to you until we agree to begin a relationship and we have both signed a proposal. We will invest our time and resources to see if we are the right fit for your needs.
No, we are very thorough in our discovery process to ensure we are a right fit for you. The process takes some time, but again, there is no cost to you except a bit of your time. When we begin a relationship, we anticipate a long-term relationship so we work hard to ensure we are the right firm for you.
No, we do not have a single long-term client contract. All engagements may be cancelled with 30 days notice. We know that if we have a great working relationship there is no need for a long-term contract. Our retention rate is very high so we work on an at-will basis like the other members of your team.
We work with clients at the pre-revenue stage, clients below $1 million in annual revenue and clients up to $100 million in annual revenue. So the simple answer is no, you are not too small. We will work to find a solution that works for your needs.
Our physical offices are located in Utah, but we serve clients in many states. Through virtual technologies we can serve clients in any location throughout the United States and in other countries.