Accounting Foundation
Accurate, timely records that restore confidence in the numbers.
- Bookkeeping oversight and reconciliations
- Catch-up and accounting cleanup
- Month-end close
- Useful financial statements
Outsourced accounting & finance leadership · Nationwide
Accounting that goes
beyond the books.
Reliable bookkeeping, clear financial reporting, and practical financial support for owner-led businesses.
Clear scope
Hands-on support
Direct communication
When the books stop serving the business
You need more than transactions entered.
Financial statements arrive late—or cannot be trusted.
The owner cannot clearly see cash flow, margins, or profitability.
The business has outgrown its current accounting processes.
Nobody truly owns the monthly close.
Services · Value-Added Accounting
From sound books to stronger decisions.
Accurate records establish the foundation. Timely reporting creates clarity. Experienced insight helps owners make better decisions. Support begins with the accounting work your business needs today and expands only when it creates value.
Controller Support
Discipline, reporting, and controls that help the business scale.
- Close management and account review
- Cash-flow and working-capital visibility
- Inventory and cost-of-sales support
- Processes, controls, and team guidance
CFO Guidance
Experienced decision support when the stakes or complexity increase.
- Forecasting and scenario planning
- Profitability and KPI analysis
- Bank, board, and investor reporting
- Growth and exit readiness
How It Works · A Practical Alternative
Senior experience.
Right-sized engagement.
You may not need a full-time Controller or CFO. You do need someone who understands how accurate accounting connects to cash, operations, risk, and value.
I work directly with owners and their teams. The engagement is clearly scoped, sized to the actual need, and designed to create dependable monthly rhythm—not another layer of overhead.
-
01
Understand
A brief conversation about the business, current accounting process, and immediate pain points.
-
02
Assess
A focused review of the books, systems, workload, and condition of the monthly close.
-
03
Stabilize
Resolve priority issues, clarify responsibilities, and establish a reliable reporting cadence.
-
04
Build forward
Add Controller or CFO support only when the business needs it.
Results · A Recent Engagement
Turning fragmented accounting into a financial operating model.
An owner-led wholesale distributor had viable operations, but its financial infrastructure had not kept pace with the complexity of the business. The assignment began with accounting reliability and progressed into management clarity.
Opening inventory allocated through a supportable, category-based methodology tied to operating records.
Sales, receivables, collections, deposits, and bank activity connected through a balance-sheet control.
A defined monthly-close objective supported by documented responsibilities, procedures, and workpapers.
The value added: management gained a credible foundation for understanding cash, working capital, margins, inventory, operating performance, and enterprise value.
20+
years leading accounting, finance and operations
About · Meet Jeff
Financial leadership that does not happen from the sidelines.
Jeff Vagnier is an experienced CFO, COO, and Controller who has helped privately held, growth-stage, and private-equity-backed organizations strengthen accounting, improve cash visibility, navigate complexity, and build enterprise value. He also holds an Ohio CPA license in inactive status.
His career spans distribution, logistics, building materials, healthcare, professional services, and inventory-intensive businesses. He is equally comfortable discussing strategy with ownership and rolling up his sleeves to restore confidence in the books.
“The goal is straightforward: give owners reliable information, explain what it means, and help them act on it.”View Jeff’s LinkedIn profile
A better accounting relationship can start simply
Let’s determine what level of support your business actually needs.
No oversized solution. No obligation. Just a focused conversation about the problem in front of you.
vagnieradvisory@gmail.com