VCFO is a financial leadership and advisory firm backed by more than 20 years of experience across entrepreneurship, financial services, fintech, business funding, technology and business growth.
We bring the perspective of business owners, financial leaders and innovators to every client relationship.
Our experience goes beyond the financial statements and includes building and scaling a multimillion-dollar technology and financial-services company, supporting more than 10,000 entrepreneurs, developing financial technology platforms and helping business owners prepare for funding and growth.
Our perspective also comes from executive leadership within the financial-services industry, including overseeing education and training for thousands of tax and financial professionals whose organizations reached hundreds of thousands of clients.
That combination allows VCFO to understand both the financial picture and the realities of actually building and operating a business.
Real-world experience building, operating and scaling businesses through changing markets and stages of growth.
More than two decades of experience in financial services, business finance and strategic financial leadership.
Experience creating SaaS, fintech and AI-powered platforms designed to support entrepreneurs and financial professionals.
Extensive experience helping entrepreneurs strengthen fundability, prepare for lending and access capital opportunities.
The leadership behind VCFO has been recognized for leadership, innovation and entrepreneurship within the financial technology and business communities.
Experience behind the firm has also been represented through national media, fintech publications, industry conferences and professional education platforms.
Our approach is shaped by experience on both sides of the financial equation — understanding the numbers and understanding what it takes to build a business. That perspective allows VCFO to help business owners connect financial information to better decisions, stronger positioning and what comes next.