800.983.2701
Company Vitals
800.983.2701Book a Discovery Call

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.

No salespeople, ever
You speak directly with a member of our leadership team — experienced CFOs, CAIOs, and systems leads, not sales reps.
30 minutes, no pressure
A focused conversation about your priorities. No obligation, no hard sell.
Confidential and secure
Everything you share stays private. We treat your business information with complete discretion.
Sized to your stage
Whether you are from $200K or up toward $50M in revenue, we discuss solutions that fit your exact situation, not a templated pitch.
Or call us directly: 800.983.2701

Book your discovery call

Tell us a bit about yourself and we will reach out to schedule.

Your information is 100% confidential. No spam, ever.

3x national growth recognition
95%+ Client Retention
$200K–$50M businesses since 2012
50+ Industries Served
40+ Experienced Professionals

The process

What happens after you submit

We make it easy to get started. Here is exactly what to expect.

01

Book your call

Pick a time that works for you. We send a calendar invite with video or phone options.

02

We do our homework

Our team reviews your submission and prepares relevant questions and initial observations.

03

Discovery conversation

A 30-minute working session covering your current state, challenges, and the decisions you need to make.

04

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."

Nicole Hancock
CEO, BOTANICALS, Inc.

"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."

Brooks Brunson
High Basin Installs (Kratos)

"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."

Kendra Francoeur-Thompson
Randall & Mellen

"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."

Jeff Hansen
Owner, Aircraft Services LLC

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