“The team of professionals at Company Vitals has changed everything about my small business management. They have earned my implicit trust and undying gratitude. Knowing they are on my team allows me to focus on what makes my business grow and thrive. Importantly, it's helped me find a much deeper level of satisfaction and balance in my work and personal life. My only regret is not finding them sooner.”
3x national growth recognition
The fractional executive bench for growing SMBs.
Fractional CFO, CAIO, and systems leadership, coordinated under one engagement. Built for $200K–$50M businesses that have outgrown bookkeeping and are not ready for a full executive payroll stack.
30-day cancellation on standard engagements
CFO, CAIO & systems on the same bench
Utah-rooted team, national client base
50+ industries served
Boardroom Vitals· Cash
Synced 2m ago
Cash on hand
$0K
Week 13 forecast
AR days
0days
Trailing 30
13-week cash forecast$K
Base scenario+$30K vs. covenant floor
0%+
Client Retention Rate
0+
Industries Served
0+
Years in Business
0+
Team Members
How we are different
Four commitments you will see in how we work
Three roles, one operating partner
CFO, CAIO, and systems architecture on the same bench, so you are not juggling advisors with conflicting incentives.
30-day cancellation
Standard engagements include a 30-day, no-questions cancellation policy. The relationship has to earn its place every month.
Vendor-neutral
We optimize what you already run before recommending net-new software. We are ERP-agnostic and tools-agnostic by design.
Measurable outcomes
We attach hours saved, error reduction, or dollar impact to the workflows we touch, including automation and close processes.
Our Mission
We strive to ensure your success.
As entrepreneurs and small business leaders ourselves, we understand the challenges you face. Managing cash flow, planning growth, and navigating financing are high-stakes decisions.
Company Vitals bridges the gap between enterprise-grade financial expertise and SMB realities. We become a real extension of your team, focused on outcomes.
Three core offers
Start with the lane that hurts most today
Most teams eventually need stronger finance, clearer systems, and practical automation. We keep those lanes coordinated so you are not managing three separate contracts.
AI & automation
Fractional CAIO
Strategy, governance, and working workflows: assistants, automation, and ERP-connected context where your data actually lives.
- Prioritized use-case roadmap (6–18 months)
- Automation: n8n, Zapier, Workato where appropriate
- Governance sized for SMB risk
- ERP / GL-aware integration when your stack allows
Most engagements start here
Strategic finance
Fractional CFO
Forecasting, KPIs, board and lender-ready reporting, and a finance voice in your leadership rhythm without a full-time hire.
- 13-week cash and scenario planning
- Board decks and investor narrative
- Margin, pricing, and unit economics
- M&A and diligence support when needed
Architecture & rescue
Fractional systems & ERP
Selection, implementation oversight, integrations, and recovery. Do not bet the company on a migration you cannot inspect.
- Owner-side ERP selection discipline
- Partner oversight and data migration QA
- Broken go-live and adoption recovery
- Finance-grade reporting requirements first
Growth recognition, 2023–2025
76% three-year revenue growth reflects client trust and momentum nationwide.
That trajectory shows up in how we operate across fractional finance, systems, and automation engagements nationwide.
2023
2024
2025
The Entrepreneur's Journey
We Meet You Where You Are
Every business is at a different stage. Our services scale with you from startup to exit—built around $200K–$50M businesses.
Building
Clean foundation and real visibility for $200K–$50M businesses
- Chart of accounts cleanup
- Cash flow dashboard
- Monthly close process
- KPI baseline
Foundation · Phase 01
SetupChart of accounts
DoneMonthly close cadence
DoneCash flow dashboard
DoneKPI baseline
In reviewClient Stories
What Our Clients Say
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“Working with Dennis and Company Vitals has been a game changer. They have been my fractional CFO across multiple businesses for the past 4 years, and I genuinely wouldn't trust anyone else with my finances. They bring a level of clarity, strategy, and accountability that most operators don't even realize they're missing until they have it. Dennis doesn't just track numbers,he helps drive decisions, and that's made a massive difference in how we scale and operate.”
“If spreadsheets had a superhero, his name would be Dennis Garcia. Dennis doesn't just handle your company's financial needs,he orchestrates them with flawless execution. He's the rare blend of brilliance, efficiency, and genuine dependability.”
“Post-COVID growth forced us from mom-and-pop books to a real finance function. Company Vitals modernized our stack end to end and, for the first time in 25 years, delivered proper reports and projections — freeing my time to grow revenue and finally sleep at night.”
50+ Industries Served
Deep Expertise in Your Industry
We bring sector-specific knowledge to every engagement, not generic financial advice.
Transportation & Logistics
Fleet cost tracking and route profitability.
And 40+ More Industries
We bring deep expertise across 50+ sectors.
Common Questions
Frequently Asked Questions
Get Started Today
Ready to Take the Next Step?
Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.