Free · No obligation · 30 minutes
Book a free discovery call
Thirty minutes with our leadership bench — fractional CFO, CAIO, or systems — to map your priorities and whether we are the right fit. No sales scripts.
Book your discovery call
Tell us a bit about yourself and we will reach out to schedule.
The process
What happens after you submit
We make it easy to get started. Here is exactly what to expect.
Book your call
Pick a time that works for you. We send a calendar invite with video or phone options.
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
Within a few days you receive a tailored plan with deliverables and investment options, often three tiers.
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
- Use-case roadmap
- Workflow automation
- Governance
- ERP-connected builds
Systems & ERP
- Selection support
- Implementation oversight
- Data migration QA
- Go-live rescue
Accounting & QuickBooks
- Month-end close
- Financial statements
- AP/AR management
- File cleanup & rebuilds