VICIFINANCIAL

For businesses

Advisory & Consulting

Big decisions get made fast, on thin information. Advisory puts someone who knows your numbers in the room first.

Book a discovery callAsk a question first

Who this is for

  • Owners facing a decision with real financial stakes
  • Businesses in a growth, hiring, or pricing shift
  • Owners with numbers who want help reading them

What usually prompts the call

You are probably here because of one of these.

  • Deciding whether you can afford to hire
  • Costs have risen; prices have not
  • Cash is tight on a profitable business
  • Weighing a purchase, loan, partner, or exit

Scope

What is included — and what is not.

Being specific about the boundaries up front is how engagements stay clean.

Included

  • Working sessions on one specific decision
  • Analysis built on your actual financials
  • Scenarios compared for cash and tax impact
  • Written follow-up on what was decided

Not included

  • Investment, securities, or insurance advice
  • Legal advice
  • Guaranteed business outcomes

How the engagement runs

What happens, in order.

  1. 01

    Frame

    We define the real decision and what it requires.

  2. 02

    Ground

    We pull the numbers so nothing rests on impressions.

  3. 03

    Compare

    We work the realistic options and their consequences.

  4. 04

    Decide

    You decide, with the trade-offs written down.

The practical details

What to have ready

  • The decision you are weighing, in your words
  • Current financial statements
  • Quotes or numbers already gathered

Cadence

One decision, or a standing rhythm alongside bookkeeping.

Who we can serve

Business financial and tax advisory only. VICI Financial gives no legal, investment, or insurance advice.

In their words

Clients on this kind of work

5.0 on Google from 51 reviews · Read them on Google

  • …Since bringing them on, they've done far more than handle accounting. They've uncovered issues I didn't even know existed, corrected problems that could have continued costing us, and become true partners in helping our business grow. They don't just talk about relationships, communication, and caring about their clients—they live it every day.
  • There are so many great things to say about Joe and Vici Financial. The online portal makes it so easy to see what's needed to prepare your taxes so that you complete your taxes on time and don't forget anything. Joe always communicates quickly and answers my questions in a timely manner which is so helpful. When we had our final tax meeting, he took the time to review my business finances and gave me great tips and suggestions on how to move the needle forward. He is always looking at ways to improve the tax process and (my favorite) pay less in taxes! I highly recommend Joe as a tax preparer especially for entrepreneurs business owners. He is a wealth of knowledge, always brings a positive attitude, and makes tax preparation less stressful. Thank you Joe for all that you and your team do!
  • Highly recommend Joe and his team! I trust Joe with my taxes and love how he helps me understand my business needs as I grow. From our first call, he answered all my questions thoroughly, asked smart questions, and clearly understood my situation. I worked with two other advisors/companies before and was not satisfied with the communication, and the process. With Joe and his team I have a peace of mind in an area I’m not strong in. His team responds quickly and uses great tools to work efficiently. Looking forward to a long partnership!
  • Joe/Vici Financial team are an incredible partner when it comes to tax strategy and relentless action to get the right results for their clients.

Advisory & Consulting — common questions

How is advisory different from a Fractional CFO?
Advisory is engaged per decision. A Fractional CFO is a standing seat with a set cadence and recurring outputs.
Do we need clean books first?
Usually yes. Advice on unreliable numbers is just a confident opinion.

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
Book a discovery call

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.

Often handled alongside this

Talk through advisory & consulting.

A short conversation about your situation — and an honest answer about whether advisory & consulting is where you should start.

Book a discovery callFind the right support

Prefer the phone? (315) 606-8424