Welcome to Vantage Point Strategies
CFO Advisory and Bookkeeping
Focused Vision, Forward Momentum
Our mission is to enhance the financial health and growth of you and your business by providing expert fractional CFO and bookkeeping services. We uncover impactful growth opportunities and minimize controllable risks to drive profitability, cash flow, and value. As your dedicated financial partner, we deliver personalized strategies, actionable insights, and measurable results—all at a fraction of the cost of a full-time CFO. Together, we’ll guide you and your business toward long-term success and maximum value.
Value - Driven Solutions
Our solutions optimize financial management, cash flow, and growth strategies, providing tailored approaches that maximize profitability and unlock new opportunities for long-term business success
Financial Clarity & Control
Make data-driven decisions with accurate forecasting.
Gain real-time insights with customized financial reports.
Stay ahead of risks with proactive financial planning​.
Cost - Effective Expertise
Get CFO-level support without the full-time expense.
Make smarter budgeting decisions for long-term success.
Optimize financial operations to reduce costs.
Strategic Growth Planning
Develop a financial roadmap aligned with your goals.
Identify growth opportunities while managing financial risks.
Track key performance indicators for smarter decision-making.
Cash Flow Optimization
Improve cash flow with strategic forecasting and planning.
Maintain a healthy financial cushion with expert guidance.
Identify and eliminate inefficiencies to maximize profits.
Priority Support & Guidance
Gain priority access to strategic insights and recommendations.
Make timely, confident decisions with expert advisory support.
Receive dedicated, expert financial guidance.
How it Works
Step 1. Discovery Call
Schedule a free 15–30 minute call to discuss your business needs and financial goals. We’ll determine if our services are the right fit and how we can best support your growth.
Step 4. Kickoff Call
​In this session, we take a deep dive into your financials, define key performance indicators (KPIs), and align on short- and long-term financial strategies to support your business objectives.
Step 2. Proposal & Service Selection
Based on our discovery call, we’ll provide a customized proposal outlining the services that align with your needs. Once you select a package, we finalize pricing and terms to move forward.
Step 5. Ongoing Management & Support
​​You receive regular financial reports, strategic insights, and expert guidance to help you make informed business decisions. We provide continuous monitoring and support to keep your finances on track.
Step 3. Onboarding Call
​Enjoy a smooth onboarding process where we securely connect your financial data and set up all the necessary tools to get you started.
Step 6. Growth & Optimization
As your business evolves, we continuously refine strategies and provide recommendations to help you scale and improve profitability.
About
Jordan Wilkerson
Jordan Wilkerson. Founder of Vantage Point Strategies LLC with extensive experience in global corporate finance, FP&A, and strategic business growth. Trusted advisor to small business owners, providing expert guidance in financial strategy, bookkeeping, and CFO advisory services. Experienced in regional and global financial planning, corporate accounting, and small business advisory, offering insights that support businesses at every stage of their journey. Proactive and hands-on approach to delivering customized financial solutions that drive profitability, long-term stability, and informed decision-making. Dedicated to empowering entrepreneurs with the financial strategies they need to scale efficiently and thrive in today’s competitive landscape.
Contact Us
Questions about how strategic financial planning and a fractional CFO can help you reach your business goals and achieve financial success? Let’s connect.