“The team of professionals at Company Vitals has changed everything about my small business management. They have earned my implicit trust and undying gratitude. Knowing they are on my team allows me to focus on what makes my business grow and thrive. Importantly, it's helped me find a much deeper level of satisfaction and balance in my work and personal life. My only regret is not finding them sooner.”
3x national growth recognition
The Fractional executive bench for growing businesses.
Finance, AI, tax, accounting, and systems leadership with one team. Serving scaling businesses from $200K through $50M and beyond.
- Finance — Fractional CFO leadership for forecasting, cash, KPIs, and board-ready reporting.
- AI, automation & systems — Practical AI strategy, governance, automation, and ERP/systems leadership tied to how you already operate.
- Tax — Forward-looking tax planning — strategy, estimates, and filings aligned with your books before deadlines drive the conversation.
- Accounting — Clean books, close discipline, and controller-level oversight you can trust.
30-day cancellation on standard engagements
Finance, tax, accounting & systems on the same bench
National client base
50+ industries served
Boardroom Vitals· Cash
Synced 2m ago
Cash on hand
$0K
Week 13 forecast
AR days
0days
Trailing 30
13-week cash forecast$K
Base scenario+$30K vs. covenant floor
0%+
Client Retention Rate
0+
Industries Served
0+
Years in Business
0+
Team Members
How we are different
Four commitments you will see in how we work
Three roles, one operating partner
CFO, CAIO, and tax on the same bench, so you are not juggling advisors with conflicting incentives.
30-day cancellation
Standard engagements include a 30-day, no-questions cancellation policy. The relationship has to earn its place every month.
Vendor-neutral
We optimize what you already run before recommending new software. By design, we are tools-agnostic and work with your outside providers.
Measurable outcomes
We measure hours saved, error reduction, or dollar impact on every workflow we touch, including automation and close processes.
Our Mission
We strive to ensure your success.
As entrepreneurs and small business leaders ourselves, we understand the challenges you face. Managing cash flow, planning growth, and navigating financing are high-stakes decisions.
Company Vitals bridges the gap between enterprise-grade financial expertise and the realities of running a growing company. We become a real extension of your team, focused on outcomes.
Three core offers
Start with the lane that hurts most today
Three executive lanes — CFO, CAIO (including systems and ERP), and tax — coordinated under one relationship so you are not managing separate advisors.
AI, automation & ERP
Fractional CAIO & systems
Strategy, governance, working automation, and systems/ERP leadership: assistants, integrations, and context where your data actually lives.
- Prioritized use-case roadmap (6–18 months)
- Automation: n8n, Zapier, Workato where appropriate
- Governance sized for your business's risk profile
- ERP / GL-aware integration when your stack allows
Most engagements start here
Strategic finance
Fractional CFO
Forecasting, KPIs, board and lender-ready reporting, and a finance voice in your leadership rhythm without a full-time hire.
- 13-week cash and scenario planning
- Board decks and investor narrative
- Margin, pricing, and unit economics
- M&A and diligence support when needed
Compliance & strategy
Tax
Proactive tax compliance — returns, quarterly estimates, and sales-tax filings on a documented calendar, with strategy conversations before due dates, not after.
- Federal and state business return preparation
- Quarterly estimated tax calculations and remittance
- Sales-tax registration and multi-state filings
- Year-round compliance calendar — no April surprises
Growth recognition, 2023–2025
76% three-year revenue growth reflects client trust and momentum nationwide.
That trajectory shows up in how we operate across Fractional finance, systems, and automation engagements nationwide.
2023
2024
2025
The Entrepreneur's Journey
We Meet You Where You Are
Every business is at a different stage. Our services scale with you from startup to exit—built around $200K–$50M businesses.
Building
Clean foundation and real visibility for $200K–$50M businesses
- Chart of accounts cleanup
- Cash flow dashboard
- Monthly close process
- Tax compliance coordination
Foundation · Phase 01
SetupChart of accounts
DoneMonthly close cadence
DoneCash flow dashboard
DoneKPI baseline
In reviewClient Stories
What Our Clients Say
Client testimonials, auto-scrolling. Pause by hovering over the carousel.
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“Working with Dennis and Company Vitals has been a game changer. They have been my fractional CFO across multiple businesses for the past 4 years, and I genuinely wouldn't trust anyone else with my finances. They bring a level of clarity, strategy, and accountability that most operators don't even realize they're missing until they have it. Dennis doesn't just track numbers,he helps drive decisions, and that's made a massive difference in how we scale and operate.”
“If spreadsheets had a superhero, his name would be Dennis Garcia. Dennis doesn't just handle your company's financial needs,he orchestrates them with flawless execution. He's the rare blend of brilliance, efficiency, and genuine dependability.”
“Post-COVID growth forced us from mom-and-pop books to a real finance function. Company Vitals modernized our stack end to end and, for the first time in 25 years, delivered proper reports and projections — freeing my time to grow revenue and finally sleep at night.”
50+ Industries Served
Deep Expertise in Your Industry
We bring sector-specific knowledge to every engagement, not generic financial advice.
Transportation & Logistics
Fleet cost tracking and route profitability.
And 40+ More Industries
We bring deep expertise across 50+ sectors.
Common Questions
Frequently Asked Questions
Get Started Today
Ready to Take the Next Step?
Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.