Central New York roots · Clients across the U.S.
Clearer financial direction for business owners.
VICI Financial handles bookkeeping, tax, and advisory for owner-led businesses in Central New York and nationwide. Current numbers, tax planned ahead.
Prefer to talk now? (315) 606-8424
Most businesses have an accountant they call in March.
By then the year is closed and the decisions are made. What moves the number — how you pay yourself, when you buy, what you charge — happens during the year.
That is accounting as direction, not compliance.
For owners past doing it themselves, but not ready for a full-time finance hire.
Owner-led focus
Small and growing businesses, and the owners behind them.
We come to you
Joe meets local clients at their place of business in Central New York.
Remote anywhere in the U.S.
Video and phone. Same team either way.
Secure client portal
Sensitive documents move through the portal — never this website.
Start where you are
Which of these sounds like your situation?
You should not have to diagnose your own accounting problem before you can ask for help. Pick the one that fits closest — it only decides where the conversation starts.
- “My books are behind and I don't trust the numbers.”You are deciding on months-old numbers you already suspect are wrong.Usually starts with Bookkeeping
- “Tax time is always a surprise.”The bill arrives after the year closes, too late to change it.Usually starts with Business Tax & Planning
- “I need help making decisions with my numbers.”Hiring, pricing, equipment, an owner draw — thought through before you commit.Usually starts with Advisory & Consulting
- “I need finance leadership, not a full-time hire.”Past reactive accounting, not ready for a salaried finance executive.Usually starts with Fractional CFO
- “I need my personal return handled properly.”Self-employment, rentals, farm or solar credits, multiple states — past consumer software.Usually starts with Individual Tax
Not sure? That is a normal place to start. Tell us what is going on and we will point you at the right starting place — including telling you if it is not us.
Core services
Where most of our work happens
Bookkeeping
Books that are current, reconciled, and worth deciding on.
Bookkeeping detailsBusiness Tax & Planning
Year-round tax work that shapes the outcome before the year closes.
Business Tax & Planning detailsAdvisory & Consulting
A financial thinking partner for decisions with no obvious right answer.
Advisory & Consulting detailsFractional CFO
Ongoing finance leadership on a set cadence, short of a salaried CFO.
Fractional CFO details
Also handled: Individual Tax, Payroll, Entity Formation, Sales Tax.
Meet the founder
“My goal is to work out whether I can actually help.”
It is how Joe opens every first conversation. If VICI is not the right fit, he says so.
Marine Corps, then accounting. Joe built VICI for the businesses he watched get treated as an afterthought — real financial questions, landing on the owner's desk.
Joe Dunaway
Founder, VICI Financial
Central New York
Local enough to come to you. Built to work anywhere.
Joe meets Central New York owners at their place of business. Everyone else works with the same team over video and phone.
Let's find out if we are a fit.
A short, direct conversation. If VICI is not the right answer for your situation, we will say so.
Already a client? Your documents and messages live in the secure portal.
Open Client Portal