Strategic Financial Leadership on Demand
Expert financial guidance without the full-time commitment. Transform your business with our fractional CFO services and data-driven financial analysis.
Strategic Planning
Data-driven strategies for sustainable growth
Financial Analysis
Actionable insights from financial data
Cash Flow Optimization
Maximize liquidity and operational efficiency
Financial Modeling
Forward-looking projections for confident decisions
Our Services
Comprehensive financial expertise to elevate your business performance and drive sustainable growth.
Fractional CFO Services
Strategic financial leadership on a part-time basis to help guide your business decisions without the cost of a full-time executive.
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Financial Strategy Development
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Financial Process Optimization
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Gross Margin Analysis
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Executive Team Support
Financial Modeling
Custom financial models to analyze potential scenarios, investments, and business decisions with confidence.
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3-Statement Models
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DCF Valuations
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Sensitivity Analysis
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Capital Structure Optimization
Financial Planning & Analysis
Data-driven insights and forecasting to help you make informed business decisions and optimize financial performance.
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Budget Development
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Scenario Planning
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Variance Analysis
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KPI Dashboards
Business Intelligence
Transform your financial data into actionable insights with custom dashboards and reporting solutions.
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Custom Reporting
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Financial Dashboards
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Data Integration
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Performance Metrics
Cash Flow Management
Optimize working capital and ensure your business maintains healthy liquidity to support operations and growth.
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Cash Flow Forecasting
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Working Capital Optimization
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Cash Conversion Cycle
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Liquidity Planning
Financial Strategy
Develop comprehensive financial strategies aligned with your business goals to drive sustainable growth.
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Growth Planning
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Cost Optimization
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Pricing Strategy
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Profitability Analysis
Our approach is tailored to your specific business needs. We provide flexible engagement options to ensure you get exactly the level of financial support your business requires.
Flexible Packages
We offer tailored financial services designed to meet your specific business needs and budget.
FP&A Essentials
Monthly reports, budgets, and forecasts for smarter decisions.
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Monthly cash flow forecasting
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Budget vs actual Analysis
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KPI tracking & dashboard reporting
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Customized financial reports
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Revenue & expense trend analysis
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Scenario planning (what-if modeling)
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Monthly check-in call
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Email support included
Most Value
Growth CFO
Executive-level insights to scale and optimize performance.
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Full CFO partnership & roadmap
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Advanced scenario & growth modeling
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Cash optimization & reserve strategy
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Business model refinement
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Hiring & capacity planning suppport
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Financial due-diligence
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Monthly CFO strategy call
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Bi-weekly check-in call
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Priority email+phone support
Strategic Advisory
Ongoing financial strategy to guide your business forward.
Pick 3 of the following or more!
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Strategic financial planning
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Monthly KPI & margin deep dives
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Operational efficiency reviews
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Business performance benchmarking
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Goal tracking & accountability
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Monthly Strategy Call
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Customized reporting packages
Don't see a service you need, we offer add-ons.
Not sure which option is right for your business? Contact us for a personalized recommendation based on your specific needs and objectives.
Meet Our Founder
Jordan Wilkerson
Founder & Principal
Born and raised in Columbus, Ohio — Jordan has built his professional foundation at the intersection of corporate finance and entrepreneurial strategy. With a background in global Financial Planning & Analysis, he has worked for one of the world’s largest custodian banks, a top 5 global fashion brand, and a billion-dollar apparel company — gaining firsthand insight into the financial operations of some of the world’s most recognizable businesses.
Through these experiences, Jordan developed a deep understanding of how high-performing companies use financial strategy, forecasting, and data-driven decision-making to scale with confidence. Over time, he recognized a gap in the small business world: while major corporations have full finance teams, many entrepreneurs are left to make complex financial decisions without that same level of support.
That realization led him to found Vantage Point Strategies — a firm built to bring executive-level financial clarity to small businesses ready to grow smarter.
Jordan’s industry knowledge spans construction, retail, healthcare, e-commerce, professional services, and manufacturing. He specializes in helping business owners gain control of their numbers, make informed decisions, and develop sustainable growth strategies.
Based between Columbus and South Florida, Jordan is passionate about partnering with business owners who want more than reports — they want clarity, strategy, and results.
Frequently Asked Questions
Answers to common questions about our fractional CFO and financial planning services.
What is a Fractional CFO?
A Fractional CFO provides high-level financial strategy and leadership on a part-time or project basis. This gives your business access to experienced financial expertise without the cost of a full-time executive. Our Fractional CFOs typically work with multiple clients, bringing diverse industry experience and best practices to your business.
How does the engagement process work?
We begin with a consultation to understand your business needs and objectives. Then we develop a customized proposal outlining the scope of services, deliverables, and pricing. Once engaged, we establish regular check-ins and reporting structures to ensure clear communication and measurable results.
What industries do you specialize in?
We work with businesses across a wide range of industries — including technology, healthcare, manufacturing, construction, professional services, retail, e-commerce, and consumer products. With knowledge across these sectors, we apply proven financial best practices tailored to each client’s unique business needs.
How much does it cost to hire a Fractional CFO?
Our pricing is customized based on your specific needs and the scope of services required. Factors that influence pricing include the complexity of your financial situation, frequency of engagement, deliverables required, and the specific expertise needed. We offer flexible engagement models from project-based to ongoing retainers.
How quickly can you start working with us?
After our initial consultation and agreement on terms, we can typically begin working with your business within 1-2 weeks. For urgent situations, we may be able to expedite this timeline. The onboarding process includes gaining access to necessary financial information and systems, and establishing communication protocols.
Have more question? We'd be happy to address them directly.
Let's Discuss Your Financial Strategy
Whether you need a fractional CFO, financial planning assistance, or have specific questions, we're here to help.
Ready to transform your financial strategy?
Fill out the form, and we'll get back to you within 48 hours to schedule a free consultation.