Fractional Finance, Accounting, & Human Resources

Working with a fractional team should feel just like working with your own team.  We engage as part time members of your team. We will work with you in the early days of the engagement to determine how best to fit into your preferred work style and be available to you. We often have a mix of onsite and virtual support with our engagements. We are always only an email or phone call away.

Costs vary based on the scope and complexity of the engagement. We match the right level of resource on our team with the work to optimize the cost structure. We prepare a detailed Statement of Work (SOW) outlining deliverables and a range of expenses for your approval in advance. Invoices are issued bi-weekly to ensure transparency and manageability.

Yes. We assign a dedicated team of fractional resources who remain on your engagement throughout the duration.

If the consultant assigned to your project is not the right fit, we will address the issue promptly and make the necessary changes at our expense to ensure you receive the best possible service.

We keep you informed through regular updates and our Quality Program, including memos outlining our deliverables, upcoming tasks, and any obstacles we encounter. You will also receive regular feedback from our market leadership to ensure your needs are being met.

Our staff are long-term W2 employees who are thoroughly vetted in the hiring process and regularly trained thereafter. We do not hire contractors or gig workers for our engagements. Our comprehensive recruiting process ensures that you work with a dedicated team of professionals with the expertise and experience to support your business needs.

We employ rigorous methodologies and leverage our extensive operational experience developed from working inside similar companies to deliver precise and reliable QoE reports.

v360™ is an onboarding experience with vcfo that will unfold in your first 2-4 weeks of working with us. We will need your current financials and a couple of hours of your time to ask you some very in-depth organizational questions. The end result is actionable recommendations to enhance your value well beyond where you are today, addressing factors including but well beyond growth in revenue and EBITDA

We offer detailed financial and HR integration services, ensuring seamless transitions in the general ledger, purchase price allocation, onboarding, payroll and benefits setup, culture integration, employee retention, and much more.

Transaction Advisory services support transactions such as raising funding, buying, selling, and restructuring businesses, and ensuring optimal financial and operational outcomes. Some of the specific activities include due diligence, QoE reports, pre-and post-integration planning and execution and similar.

We offer a unique blend of deep operational knowledge and transactional experience, providing a solid foundation for exceptional transaction advisory services.

Working with a fractional team should feel just like working with your own team.  We engage as part time members of your team. We will work with you in the early days of the engagement to determine how best to fit into your preferred work style and be available to you. We often have a mix of onsite and virtual support with our engagements. We are always only an email or phone call away.

Costs vary based on the scope and complexity of the engagement. We prepare a detailed Statement of Work (SOW) outlining deliverables and a range of expenses for your approval. Invoices are issued bi-weekly to ensure transparency and manageability.

If the consultant assigned to your project is not a perfect fit, we will address the issue promptly and will make the necessary changes at our expense to ensure you receive the best possible support.

We keep you informed through regular updates and our Quality Program, which includes memos outlining our deliverables, upcoming tasks, and any obstacles we encounter. You will also receive regular feedback from our market leadership to ensure your needs are being met.

Our staff are long-term vcfo W2 employees who are thoroughly vetted and regularly trained. We do not hire contractors or gig workers for our engagements. Our comprehensive recruiting process ensures that you work with a dedicated team of professionals who have the expertise and experience to support your business needs.

We have extensive experience working with companies in defense, biosciences, healthcare, energy and aerospace, providing tailored support for both commercial businesses entering government contracting and established government contractors looking to enhance their commercial components. Our expertise further extends to defense and intelligence hardware/software, artificial intelligence, medical technology and advanced professional service such as human factor engineering, as well as other spheres within the contracting and grant ecosystem.

Yes, our team has deep expertise in forecasting and managing indirect rates, ensuring accurate cost allocation, and compliance with government standards.

Yes, we are well-versed in preparing for and navigating DCAA audits, helping you establish robust accounting systems and procedures to meet audit requirements and avoid potential penalties.

We have experience with firm fixed price, cost plus, time and material, and labour hour contracts as well as SBIR/STTR grants. We also have experience with direct to government sales and sole source.

v360 differs from an “exit-planning” tool by providing a comprehensive, multidimensional assessment of your company's value well before exit becomes the objective. It focuses on enhancing operational areas such as leadership, infrastructure, and profit optimization. Unlike traditional exit-planning tools, v360 aims to improve your business’s value at every stage, not just in preparation for an exit. This approach ensures your company is well positioned for funding events, acquisitions, talent attraction, long-term growth and ultimately exit.

Your time investment is minimal. We require access to current financial statements and about two hours to answer 125+ key questions. Our experts handle the rest, delivering a detailed report with insights and recommendations. Your meeting with us to deliver results will be another 1-2 hours.

Yes, v360 is designed to benefit businesses of various sizes and industries. The areas of focus are the same, however our approach is customized to meet the specific needs and challenges of each business we work with.

Yes. Our Capital Markets services are tailored to support our clients with Transaction Advisory and Representation.  This could include bringing in new debt, attracting additional equity, supporting acquisitions, selling your company, and a wide array of other activities.

The v360 report is designed to maximize your business's value, not to provide an exact valuation. While our experts excel in valuing private companies and managing transactions, the main goal of v360 is value optimization. For traditional third-party valuations, we can recommend suitable services. For transactions, v360 levels the playing field between business owners and frequent market participants. It helps you see how the other side of the table views your company's market position, so sharing the report with negotiation counterparts can reveal your strategy in situations you would prefer not to.

A Quality of Earnings (QoE) assessment is a detailed analysis of a company’s financial statements to determine the sustainability and accuracy of its earnings. This assessment helps identify any adjustments that need to be made to reflect the true economic performance of the business.

A QoE assessment is crucial because it provides a clear picture of a company's financial health and performance. It helps buyers and sellers make informed decisions by highlighting any financial irregularities, ensuring transparency, and reducing the risk of unexpected issues during a transaction.

The duration of a QoE assessment can vary depending on the complexity and size of the business. Generally, it takes between 2 to 6 weeks to complete a thorough assessment.

The seller conducts a sell-side QoE assessment to prepare for a business sale. It aims to present a clear and accurate picture of the company’s financial performance, proactively address potential buyer concerns, and help maximize the sale price.

By conducting a Sell-Side QoE, sellers can identify and address any financial discrepancies before entering negotiations, making their business more attractive to potential buyers. This helps build trust and can lead to a smoother, faster transaction process.

During a Sell-Side QoE, the assessment team will review financial statements, conduct interviews with key personnel, analyze revenue and expense trends, and identify any one-time or non-recurring items that could impact earnings. The goal is to ensure the financials presented to potential buyers are accurate and reliable.

A Buy-Side QoE assessment is performed by the buyer to evaluate the financial health and earnings quality of a potential acquisition target. It helps buyers understand the target company's true economic performance and identify any risks or issues that may affect the transaction.

A Buy-Side QoE provides the buyer with an in-depth understanding of the target company's financial condition, ensuring that the purchase price is justified and that there are no hidden financial risks. It can also uncover opportunities for post-acquisition improvements.

During a Buy-Side QoE, the assessment team will analyze the target company’s financial records, validate revenue and expense items, assess working capital and cash flow, and identify any adjustments needed to present an accurate financial picture. The process includes thorough due diligence to ensure the buyer is making a well-informed investment.

Key areas typically analyzed in a QoE assessment include revenue recognition, cost of goods sold, operating expenses, working capital, cash flow, and any one-time or non-recurring items. The goal is to assess the sustainability and accuracy of the reported earnings.

Documents typically required for a QoE assessment include financial statements (income statement, balance sheet, cash flow statement), general ledger, tax returns, management accounts, sales records, expense reports, and any relevant contracts or agreements.

vcfo’s approach to QoE assessments involves a thorough review of financial documents, interviews with key personnel, detailed financial analysis, and the identification of any adjustments needed to reflect the true economic performance of the business. We provide a comprehensive report outlining our findings and recommendations.

Yes, a QoE assessment can uncover potential financial risks, such as revenue recognition issues, expense misclassifications, or non-recurring items that may distort earnings. Identifying these risks early can help in making more informed decisions during a transaction.

The cost of a QoE assessment can vary based on the size and complexity of the business. At vcfo, we offer competitive pricing tailored to the specific needs of our clients. Contact us for a detailed quote based on your requirements.

To get started with a QoE assessment, simply contact our Transaction Advisory Support team. We will schedule an initial consultation to discuss your needs and provide a customized proposal outlining the scope, timeline, and cost of the assessment.

The Team Insights Framework is a comprehensive assessment that evaluates your company’s internal processes, systems, and workforce capabilities to identify opportunities for improvement. It provides data-backed recommendations to enhance productivity, streamline operations, document activities, and optimize staffing levels.

The duration of the Team Insights Framework depends on your department's size and complexity. But typically, just a few weeks.

Seasoned professionals with extensive experience in finance, HR, and operations lead our engagements. Our consultant will work closely with your team to guide the assessment and implementation process.

You can expect to receive strategic recommendations that include data visualizations of where time is spent and on what deliverables and actionable insights for reconfiguring roles while adding technology and process improvement where it makes the most sense.  The recommendations will inform potential staffing levels and changes, process improvements, and potential investments in technology or equipment to enhance efficiency and productivity.

Our Team Insights Framework involves in-depth interviews and shadowing of your team members, detailed documentation of daily, weekly, monthly, and annual tasks, time tracking, and assessment of existing process documentation. We identify critical paths, resource allocation issues, internal weaknesses, and opportunities for increased productivity, ultimately delivering actionable recommendations.

Our services benefit finance, accounting, and HR departments in organizations of all sizes, especially those experiencing staffing changes, bandwidth issues, organizational restructuring, or preparation for growth.

Our Team Insights Framework helps streamline workflows, balance workloads, and enhance productivity by identifying inefficiencies, optimizing resource allocation, documenting critical processes, and providing actionable recommendations. All staff have a clearer picture of their role within the department and benefit from any efficiency changes. Leadership also uses this report to guide staffing decisions and level up candidates' position requirements.

We offer follow-up consultations to help implement our recommendations and provide ongoing support to address any challenges that may arise. Our goal is to ensure sustained improvements in your operations.