Services
Find the right starting point.
Most owners arrive with a symptom, not a service name. Each page below shows who it is for, what is included, and what is not — judge fit before you call.
For businesses
Bookkeeping, tax, payroll, and advisory
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 detailsPayroll
Payroll that runs correctly and reconciles to your books.
Payroll detailsEntity Formation
Set the business up right, with the tax consequences understood first.
Entity Formation detailsSales Tax
Sales tax filed on schedule, so deadlines stop being yours to track.
Sales Tax details
For individuals and families
Individual tax
VICI Financial handles individual tax separately from business work. The questions are different, even for the same person.
Individual Tax
Personal tax preparation and planning for returns that outgrew consumer software.
Individual Tax details
Before you book
What a discovery call is
A discovery call is a two-way conversation about whether VICI Financial can help. If not, Joe says so early.
What we will talk about
- What the business does and how it makes money
- What is hardest right now
- Where you want the business in a year
- Whether VICI Financial is a fit, and the next step either way
Worth having handy
None of this is required to book — it just makes the first conversation more useful.
- Recent business and personal tax returns, if handy
- How the books are kept, and who touches them
- The two or three decisions you are weighing
Keeping your data safe
Do not send tax documents, Social Security numbers, account numbers, or payroll files through this website. Once we are working together, everything sensitive moves through our secure client portal.
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.