# Company Vitals

> Company Vitals is a fractional executive services firm for growing businesses ($1M–$50M revenue): Fractional CFO, Fractional CAIO (practical AI), controller and bookkeeping, business tax, and financial dashboards under one team. Utah-based (Lehi, UT), serving clients nationwide across 50+ industries since 2012. Inc. 5000 honoree (2023 and 2024). 30-day cancellation on standard engagements.

Key facts:

- Primary conversion action: a free discovery call at https://companyvitals.com/discovery-call
- Phone: 800-983-2701 · Email: info@companyvitals.com
- Engagements are scoped after a discovery call; Fractional CAIO starts with a $2,000 diagnostic
- Typical client: businesses from about $1M to $50M in revenue that need executive-level finance, AI, or systems leadership without a full-time hire

## Services

- [Fractional CFO](https://companyvitals.com/services/fractional-cfo): Strategic finance leadership: forecasting, 13-week cash flow, KPI dashboards, board and lender reporting for $1M–$50M businesses
- [Fractional CAIO](https://companyvitals.com/services/fractional-caio): A Fractional Chief AI Officer for $2M–$50M businesses: team training, data cleanup, and AI deployed on the highest-return process
- [Systems to Scale](https://companyvitals.com/services/systems-to-scale): A six-week cohort that takes one business process from manual to AI-assisted, measured before and after
- [Controller & Bookkeeping](https://companyvitals.com/services/accounting-bookkeeping): Monthly close, GAAP-ready books, AP/AR, payroll coordination, and controller oversight
- [Business Tax](https://companyvitals.com/services/tax): Federal and state business returns, quarterly estimates, sales-tax filings, and 1099s, run by the same team that closes the books
- [Financial Dashboards (Boardroom Vitals)](https://companyvitals.com/services/dashboards): Boardroom-grade dashboards populated directly from QuickBooks Online: cash, P&L, balance sheet, and industry-specific reports
- [CFO Training (Accelerated Advisor)](https://companyvitals.com/services/cfo-training): Mentorship and curriculum for finance professionals building a fractional CFO practice
- [All services](https://companyvitals.com/services): Overview of every service line

## Learn about the firm

- [How we work](https://companyvitals.com/getting-started): No-pressure onboarding, from discovery call to active engagement in 2–3 weeks
- [Our team](https://companyvitals.com/our-team): The bench of CFOs, controllers, accountants, and AI specialists
- [Industries](https://companyvitals.com/industries): Industry-specific finance experience, including construction, healthcare, technology, real estate, professional services, e-commerce, and manufacturing
- [Case studies](https://companyvitals.com/case-studies): Client engagements with measured outcomes
- [Client journey](https://companyvitals.com/client-journey): The entrepreneur's journey framework Company Vitals guides clients through

## Resources

- [Insights](https://companyvitals.com/insights): Articles on fractional CFO work, cash flow, KPIs, AI adoption, and finance operations for SMBs
- [What a CFO actually does](https://companyvitals.com/resources/what-a-cfo-does): Plain-language guide to CFO responsibilities vs. bookkeeping and controller work
- [AI Readiness Checklist](https://companyvitals.com/resources/ai-readiness-checklist): 29-question self-assessment scoring AI readiness for $1–10M businesses
- [All resources](https://companyvitals.com/resources): Guides, templates, and checklists

## Contact

- [Book a discovery call](https://companyvitals.com/discovery-call): Free 30-minute conversation about your finance, AI, or systems needs
- [Contact us](https://companyvitals.com/contact-us): Message the team directly

## Optional

- [Careers](https://companyvitals.com/careers): Open roles for fractional CFOs and accounting professionals
- [Sitemap](https://companyvitals.com/sitemap.xml): Full machine-readable page inventory