Our Approach
How We Build Business Value, Together
We work by your side—embedding senior finance and HR leaders to uncover opportunities, solve complex challenges, and turn strategy into results.
Trusted Expertise.
Measurable Impact.
Embedded Leadership
W-2 executives integrated with your team, backed by a collaborative bench.
Seasoned CFOs
Average 25 years of cross-industry leadership.
Three Decades Strong
30 years building business value.
Proven at Scale
6,000+ engagements with clear, measured outcomes.
Embedded With Your Team
Your goals become our goals. Our CFOs, controllers, and HR leaders join your cadence, collaborate with your team, and deliver hands-on execution—in person or virtual—supported by a deep bench and a peer network across Austin, Dallas, Houston, and Denver.
The Way We Work
Straightforward, Repeatable, Measurable
Listen & Diagnose
Clarify objectives, risks, and constraints. Align on what success looks like.
Assess & Map
Use the right tools - v360®, Quality of Earnings, Finance/HR Snapshot, Workplan Analysis - to diagnose gaps, shape strategy, and map next steps.
Plan & Prioritize
Translate strategy into a clear work plan: 13-week cash flow, annual budget, multi-year model, KPI and board reporting.
Embed & Execute
Step in as fractional or interim leaders; augment teams with the right level of support.
Measure & Improve
Operate to a cadence; report progress; adjust to keep momentum and value creation on track.
Transition or Scale
Adjust scope as needed to meet your changing needs.
How we engage
Fractional
Ongoing leadership without full-time overhead
Interim
Step-in coverage during transitions
Project / Transaction
Focused objectives (M&A, systems, audits, integrations)
What Our Clients Say
Working with the vcfo team has been incredible. They are very patient and explain things clearly. Thanks to them, this is an entire area of the business that I don’t have to worry about, because I am confident that all things related to our finances and accounting are being handled with care.
In particular, their deep knowledge and extensive experience was instrumental in securing our first government contract, ensuring the government funds are being spent appropriately and strategically, and successfully navigating a good relationship with government agencies. vcfo helped us maximize our initial contract value, and the value of multiple modifications that resulted in significant additional funding as well as an extension of the contract term.
Our vcfo consultants have helped from both a strategic and tactical perspective. This includes everything from forecasting to creating a chart of accounts, to establishing, negotiating, and moderating indirect rate pools.
I know it’s not possible, but I’d keep them on my team forever if I could.
Nicholas Meyerson, Ph.D. / CEO Darwin Biosciences
The findings from vcfo’s v360 identified broader strategic areas for us to focus on and took us out of the day-to-day weeds. We’ve talked about becoming a company of a certain size and seeing that our numbers were further north really brought us a lot of confidence. We now have a roadmap that will help us reach our goals.
Natasha McRee / Co-Owner, Sales & Marketing Maven, Wexel Art
I want to extend our deepest thanks to vcfo for the incredible work that you completed in support of the AxNano team during this recent transaction. You took the initiative, controlled the process and responded quickly to a long list of requests and requirements from the capital provider. We truly could not have achieved this milestone financing without your dedicated support, focus on detail and rapid response as you helped usher us to closure.
Your forensic analysis, forecasting, detailed review and leadership of the bookkeeping and operations staff has been invaluable in light of the complexity of this past year's challenges including an external capital raise and securing matching capital.
Thank you. AxNano is in a much stronger financial position with tighter controls than we were in 2024. We greatly appreciate you.
Doug Speight / CEO AxNano
Put Our Approach to Work
Share your goals and let us craft the roadmap to get you there. We’ll match you with a senior vcfo leader and outline the next steps to turn strategy into results.
