Peace of Mind. Financial Clarity.
We offer a range of bookkeeping & financial management expertise organized across six core service areas designed to simplify the lives of business owners & help them achieve their goals.
Controller and Bookkeeping Services
Get accurate, timely books with the help of our accounting experts
Peace of Mind. Financial Clarity.
Essentials
Peace of mind that your books are up to date and accurate.
Insights
Stay on top of your numbers and make better decisions with customized financial analysis and reporting packages. Drive performance through weekly cash flash, forecasting, class, location and budget analysis.
Compliance
Financial compliance, from the basics to complex, and all routine and ad hoc compliance-related tasks in between.
Revenue
Benefit from improved cash flow with timely and accurate A/R management, invoicing, and collections processes.
Expenses
Ensure proper expense approvals and timely vendor payments through our simple A/P management workflow.
People
We’ll take good care of the most important element of your business: your people. Whether it’s payroll, HR compliance, management of benefits and PTO plans, onboarding, off-boarding or anything in between, we’ll help you build and retain your dream team.
Service Level Features
Your business needs are unique! Select only the services you want at a fair and predictable monthly cost with the option to add services as your business scales. All services provided by our expert team of US-based professionals.
Essentials
Core
Get peace of mind that your books are up-to-date, accurate, and properly maintained.
- Weekly cash & credit card transaction categorization & processing
- Full accrual-based month-end close process
- Monthly Financial Review Call
Full
Gain additional data and details in a monthly accounting review of the numbers.
- Weekly cash & credit card activity processing
- Month-end Close
- Monthly Financial Review Call
- Class, Location, and/or Customer Tracking
- Job Costing
- Grant Accounting
- R&D Expense Tracking
- Budget Tracking
Complete
Get more value and insights from your financial data via complex tracking and management.
- Daily cash & credit card transaction processing
- Weekly/bi-weekly Financial Operations Check-In Calls
- Month-end Close
- Monthly Financial Review Call
- Class, Location, & Customer Tracking
- Job Costing
- Grant Accounting
- Budget and R&D Expense Tracking
- Deferred Revenue Management
- Multi-Currency
- Inventory & IOLTA/Trust Accounting
- Multiple Entities; Consolidations
- G/L other than QBO
Insight
Core
Stay on top of your numbers with our Standard Monthly Financial Statement Package.
- Standard Monthly Financial Statements
Includes Income Statement, Balance Sheet, Statement of Cash Flows. All Reports provided in Monthly and YTD format; includes comparison reports to the prior year
Full
Keep your pulse on cash in real-time, and gain additional insights into your financial performance via expanded monthly financial reporting.
- Standard Monthly Financial Statements
- Additional Monthly Reporting &
- Analysis:
– Profitability by Class/Location/ Customer
– Grant Reporting
– R&D Expense Tracking
– Budget vs. Actual - Weekly Cash Flash & Forecast
Complete
Get the most value from your numbers through real-time data insights and custom analytics to drive your business performance.
- Budgeting & Financial Modeling
- Comprehensive Financial Reporting, Analysis & Support
- KPI Development & Reporting
- Cash Planning & Cash Management Support
Insights Complete Plan to be developed and implemented, tailored to the clients’ needs
Compliance
Core
Take care of the compliance basics.
- CPA firm assistance; annual 1099 Filings.
- Review and support State and other regulatory filing requests. Includes Annual Reports, Personal Property Tax, and Excise Tax filings.
Additional ad hoc compliance requests to be reviewed and responded to as applicable.
Full
Cover the compliance basics and more.
- CPA firm assistance; annual 1099 Filings.
- Review and support State and other regulatory filing requests. Includes Annual Reports, Personal Property Tax, and Excise Tax filings.
- Sales Tax filings.
Additional ad hoc compliance requests to be reviewed and responded to as applicable.
Complete
Get support for more complex compliance management needs.
- CPA firm assistance; annual 1099 Filings.
- Review and support State and other regulatory filing requests. Includes Annual Reports, Personal Property Tax, and Excise Tax filings.
- Sales Tax filings.
- Financial Audit Assistance
- Business Insurance Requests
Additional ad hoc compliance requests to be reviewed and responded to as applicable.
Revenue
Core
Stay on top of your cash-based sales. Manage sales transactions through external online and POS systems.
- Posting & reconciliation of external online and POS system sales transactions. Includes up to 5 sales channels.
Full (+)
Timely, accurate invoicing. Improve cash flow via proactive customer and collections management.
- Customer Invoicing
- Cash Application
- A/R Management; A/R Collections
(+) Plus includes Core and Full
Complete (+)
Trustworthy facilitation and management of a high-volume of customer transactions.
- Customer Invoicing
- Cash Application
- A/R Management; A/R Collections
- Customer Management
- Sales Order Management
(+) Plus includes Core and Complete
Expenses
Core
Ensure timely, accurate and effective expense transaction management.
- Expense receipt capture and credit card expense report approval management.
Full (+)
Ensure timely, accurate and effective Accounts Payable management.
- Bill and expense report reimbursement processing.
- Approval and disbursement routing via an online A/P Management system.
- International Vendors
(+) Includes Core and Full
Complete (+)
Ensure timely, accurate and effective Accounts Payable management.
- Bill and expense report reimbursement processing
- Approval and disbursement routing via an online A/P Management system
- International Vendors
- Purchase order management
- Wire approval management
(+) Includes Core and Complete
People
Core
Rely on accurate and timely payroll administration for all employees including hourly, salary, and commissions.
- Payroll Administration
Full
Payroll plus the management of your benefits programs and a seamless, on-boarding and offboarding experience.
- Payroll Administration
- Time Tracking Management
- Paid Time Off Policy Management
- Benefits Administration
Complete
End-to-end payroll and benefits administration, on-boarding and off-boarding, and support for larger teams.
- Talent Acquisition
- Employee Onboarding & Offboarding
- HR Compliance
- Payroll & Benefits Program Management
- Performance Management, Team Culture & Recognition
People Complete Plan to be developed and implemented, tailored to the clients’ needs
Contact us now for a fixed fee quote
What Our Clients Are Saying About Us
I had the pleasure of working closely with Mario Wanderley for nearly three years as a fellow executive at a Boston-area biotech company, and then have continued to follow and refer clients to Venture Growth Partners. Mario is a strategic CFO who brings deep experience in working with investors and investment bankers, a pro-active and hands-on approach, and strong financial skills and acumen. He takes ownership of issues and focuses on driving growth and success for his clients. He brings integrity, an inquiring mind, and a collaborative style to the teams he works with. I know that Venture Growth Partners reflects Mario's approach and works to tailor their services to the business needs and budgets of their clients. I strongly recommend Mario and Venture Growth Partners to companies needing CFO support services! Nathan Fagre
As an EOS Implementer, I am always looking for top-notch Fractional CFOs for my clients. My go-to firm CFOs is Venture Growth Partners. I have had great experience with Mario and highly recommend him and his team.
VGP is a "go-to" for CFO services and provide a variety of CFOS with different skillsets that can support companies of all stages, sizes, and industries. Couldn't recommend them more.
We have had a great experience with our fractional CFO from Venture Growth Partners. He had an immediate impact on our business and has helped us achieve higher growth rates and profitability, while giving us peace of mind, strategic guidance and key insights about our company.
I was introduced to Mario when our CFO resigned. I was initially planning to contract with him on an interim basis, but he instantly understood our business challenges, began adding value and quickly became a trusted advisor and important member of our leadership team. His finance experience (as a banker and as a CFO) along with his strategic insights, negotiating skills, creativity and pragmatic approach to deal making are rare combination of strengths in one person. I no longer think of Mario as a consultant. He's quick to respond and brings sound perspectives and thoughtful ideas. We're growing fast and will eventually need a full-time CFO, but won't likely outgrow the need for Mario's insights and advisory services.
Two years ago we started cooperating with a VGP Fractional CFO and their outsourced bookkeeping service, and we are extremely happy with their impact at our business. The CFO is seasoned, sophisticated and someone that can handle both strategic matters (capital raise, strategic planning, FP&A) and the day-to-day stuff. The bookkeeping is accurate and timely, covering all the bases very well. We highly recommend VGP and their talented team!
Mario was by far the best CFO I have worked with in my career and added tremendous value to Earley Information Science. He kept us profitable during the downturn brought on by the pandemic and carefully and responsibly managed our resources. As a member of our leadership team, he was not shy about asking tough questions and brought greater fiscal discipline to the organization. Past CFO’s did not have the business acumen, insight or expertise that Mario demonstrated. It’s difficult to find high quality fractional CFO’s and our prior experience with others in that position caused us to exercise caution when we made the decision to bring him on. He quickly demonstrated value and became a key contributor to the organization. I highly recommend Mario without reservation.
VGP has been a great partner with our company, Latitude Media, as we've gone from seed stage to growth. They've been able to provide everything we needed in finance, from budgeting and forecasting, to coordinating with accountants and controllers. Highly recommend!
Venture Growth Partners provided the best outsourced accounting services experience I've had in Boston, MA. I took a chance and it worked out beautifully. Thank you for your excellent work!
