By providing ongoing visibility into your business' health, we deliver actionable insights that help grow profits and reduce risks.
Book a Free ConsultationYou get your P&L and balance sheet on time. But when it comes to the questions that actually matter, you're on your own.
Is my cash position actually safe — or am I one bad month from trouble?
Are my margins improving or quietly eroding — and where exactly is the leak?
Can I afford to hire, invest, or expand right now — or should I wait?
A standardized framework, populated with your numbers, interpreted by a real financial analyst — not just software output.
Accurate, reconciled financials delivered on schedule. P&L, balance sheet, and cash flow statement — the foundation everything else is built on.
Your monthly diagnostic report covering 5 categories, 10 metrics, status indicators, trend tracking, and written analysis of what the numbers mean for your business.
A 1 hour deep financial review of 90-day trends, potential emerging risks, and brainstorming on upcoming decisions.
Integrated with Gusto. Payroll entries, tax liabilities, and benefit accruals flow directly into your books—accurately reflected in each monthly close.
Ramp and Dext integration. Receipts captured, coded, and reconciled seamlessly—keeping spend organized and visible without manual follow-up.
Clear answers, when you need them. You communicate directly with the team handling your books—ensuring accuracy, continuity, and a smooth monthly close.
A forward-looking 13-week cash flow projection, updated monthly. Move from "here's what happened" to "here's what's coming"—so you're never caught off guard by a cash shortfall or missed opportunity.
We build your annual budget alongside you, then track actual performance against it every month. The most requested CFO-level deliverable small businesses don't have—answering one question: "Am I on track?"
Financials cleaned, formatted, and prepared for loan applications and lines of credit discussions. Includes debt schedule tracking and covenant compliance monitoring where applicable—so you're ready when capital is on the table.
A comprehensive year-end presentation covering your company's financial performance, key metrics, industry trends, and strategic outlook. Built to stand on its own in front of a board, investor group, or advisory team.
Financials structured and presented for equity raises, investor due diligence, and partnership discussions. Includes cap table summary, key metrics deck, use-of-funds breakdown, and historical financial narratives—so when an investor asks for your numbers, you hand them a story that closes.
Independent valuation analysis for business acquisitions — including normalized EBITDA, comparable transactions, multiples analysis, industry overview, and deal structure review — so you buy at the right price.
| Service | Tier 1 Typical Range $2,500-$3,500/mo |
Tier 2 Typical Range $3,500-$5,000/mo |
Tier 3 Typical Range $7,000-$10,000+/mo |
|---|---|---|---|
| Diagnostics — “What Happened” | |||
| Monthly bookkeeping & close | ✓ | ✓ | ✓ |
| P&L, balance sheet, cash flow statement | ✓ | ✓ | ✓ |
| Payroll accounting (Gusto integration) | ✓ | ✓ | ✓ |
| Expense management (Ramp + Dext) | ✓ | ✓ | ✓ |
| Direct communication with your controller | ✓ | ✓ | ✓ |
| Financial Health Panel (10 KPIs, trend tracking) | ✓ | ✓ | ✓ |
| Written diagnostic commentary each month | ✓ | ✓ | ✓ |
| Forward-Looking — “What Will Happen” | |||
| Annual budget build | — | ✓ | ✓ |
| Monthly budget vs. actual variance tracking | — | ✓ | ✓ |
| Bespoke forecast model (built & maintained) | — | ✓ | ✓ |
| Rolling 13-week cash flow forecast | — | ✓ | ✓ |
| Quarterly Deep Scan Call (1 hour) | — | ✓ | ✓ |
| Your Next Move | |||
| Monthly 45-min strategy call with controller | — | — | ✓ |
| Scenario modeling | — | — | ✓ |
| Quarterly board / investor reporting | — | — | ✓ |
| Bank & Lender Readiness | — | — | ✓ |
| Investor & Capital Readiness | — | — | ✓ |
Vista Vitals was built for operators who want a clearer view of their business. No fluff, no nonsense.
As companies grow, financial complexity doesn't arrive all at once. It builds quietly. Books still close. Statements still get delivered. But understanding what's changing operationally and financially becomes harder to spot month over month. Vista Vitals exists to make that change visible.
That gap between having numbers and seeing the business—is where small issues tend to hide. Vista Vitals was created to close that gap.
Headquartered in Florida, Vista Vitals works with businesses across the United States.
Get in touch to see if Vista Vitals is right for your business.
Book a Free Consultation