Free · No obligation · 30 minutes
Book a free discovery call
A 30-minute introduction with Company Vitals. Tell us what matters most to your business, and our team will coordinate the right finance, AI, systems, or tax specialist for your needs.
Book your discovery call
Choose a time30 minutes · Weekdays, 9am–4pm Mountain · At least 24 hours’ notice. Times are shown in your timezone on the booking page.
Prefer help scheduling?
Send your details below and our team will help arrange a time.
The process
What happens next
We make it easy to get started. Here is exactly what to expect.
Choose a time
Pick an available time on our company calendar. You receive a calendar invitation, and our team confirms who will attend and how to join.
We do our homework
Our team reviews your submission and prepares relevant questions and initial observations.
Discovery conversation
A 30-minute working session covering your current state, challenges, and the decisions you need to make.
Scoped proposal
After we scope your needs together, you receive a tailored plan with deliverables and investment options, typically within one to two weeks.
Client experiences
What clients say
"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."
"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."
What we offer
How the bench shows up for you
Fractional CFO
- Strategic planning
- Cash flow forecasting
- KPI dashboards
- Fundraising support
Fractional CAIO & systems
- Use-case roadmap
- Workflow automation
- ERP selection & oversight
- Go-live rescue
Accounting & QuickBooks
- Month-end close
- Financial statements
- AP/AR management
- File cleanup & rebuilds
Tax
- Business & owner returns
- Quarterly estimates
- Sales-tax filings
- 1099 & W-2 prep