We work with a number of independent and small firm Fractional CFOs by providing access to our proprietary dashboards. We can also provide training in numerous areas as you begin serving clients or if you are a seasoned service provider. We typically partner with those outside of our typical service areas.

Dashboards are white labeled for your firm or under your name. We will build your dashboards and keep the dashboards updated. We essentially become your reporting team. Here are just a few of the benefits you will receive through our Partner Program…

  • Access to dashboards without the time to develop

  • Dashboards are based on previously designed templates and can be launched quickly

  • Defined deliverables for your client to ensure the scope of your engagement is consistent with your fee structure

  • Training from our team at Company Vitals

  • Reporting team through your relationship with Company Vitals

Interested in becoming a team member of Company Vitals. Click here for more information.

Contact us today for more information on our Partner Program. We look forward to working with you.


Contact us today to discuss opportunities to use our proprietary dashboards with your clients.

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