VICIFINANCIAL

For businesses

Fractional CFO

Your financial questions have outgrown bookkeeping, but a full-time hire is not justified. A fractional CFO is a standing seat, not an emergency call.

Discuss CFO supportAsk a question first

Who this is for

  • Businesses where financial decisions carry real risk
  • Owners acting as their own finance function
  • Companies planning growth, financing, or restructuring

What usually prompts the call

You are probably here because of one of these.

  • You are the bottleneck on every financial decision
  • Growth is not turning into cash
  • Forecasting beyond what a bookkeeper provides
  • A lender or buyer wants numbers you lack

Scope

What is included — and what is not.

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

Included

  • A recurring financial review meeting
  • Forward-looking cash and profitability forecasting
  • Margin and unit-economics analysis
  • Budget build and variance review
  • Financial input on hiring, pricing, and capital
  • Preparation for lender and stakeholder conversations

Not included

  • A full-time or fiduciary officer role
  • Signing authority over your accounts
  • Audit, attestation, legal, or investment advice
  • Guaranteed financial results

How the engagement runs

What happens, in order.

  1. 01

    Assess

    We review the finance function and name the gaps.

  2. 02

    Establish

    We agree cadence, outputs, and which decisions run here.

  3. 03

    Operate

    We run the rhythm — review, forecast, decide, adjust.

  4. 04

    Review

    The engagement is reviewed, so it keeps fitting.

The practical details

What to have ready

  • Current statements and twelve months of history
  • Growth or exit intentions, one to three years
  • Any lender, investor, or partner requirements

Cadence

Usually monthly with a standing review meeting, scaled to the business.

Who we can serve

U.S. businesses. An advisory seat, not an officer appointment, with no signing authority.

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.
  • 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.
  • Very pleased with overall experience. Professional, fast and accurate. Highly recommended.
    Gary C.5 stars

Fractional CFO — common questions

Is our business big enough for a fractional CFO?
The test is whether your financial decisions have outgrown your setup, not revenue. VICI Financial will tell you either way.
Does this replace our bookkeeper?
No. Fractional CFO work sits on top of bookkeeping and depends on it.
What do we receive each month?
A standing review meeting, an updated forward view of cash and profitability, and written follow-up.

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 fractional cfo.

A short conversation about your situation — and an honest answer about whether fractional cfo is where you should start.

Book a discovery callFind the right support

Prefer the phone? (315) 606-8424