Vantage Point Executive Advisory Group, LLC
Company

Vantage Point Executive Advisory Group, LLC

Business Consulting And Services 100 West Rd 5 employees
Employees
5
Contacts
2
Emails
2
Phones
2

Vantage Point Executive Advisory Group, LLC Overview

Headquarters
100 West Rd
Industry
Business Consulting And Services
Employees
5
Founded
2022
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other Scientific and Technical Consulting Services

About Vantage Point Executive Advisory Group, LLC

Welcome to Vantage Point Executive Advisory Group! We are a boutique accounting and financial advisory firm specializing in outsourced CFO services, accounting advisory, and strategic consulting for medical practices and professional service businesses. Our mission is to provide clarity, control, and confidence through expert financial management and forward-looking guidance. We understand the unique challenges these firms face—from navigating complex reimbursement models to managing cash flow, profitability, and compliance—and we tailor our solutions to streamline financial operations, strengthen reporting, and support sustainable growth. At Vantage Point, we combine deep industry expertise with best-in-class technology to deliver proactive, reliable service. Our team works closely with owners and executive leaders to build efficient financial processes, optimize cash flow, and provide meaningful insights that drive smarter decisions. We help strengthen your internal teams through assessments, training, and process improvements—ensuring your financial operations are supported by capable, well-aligned personnel and streamlined workflows. Our focus on scenario planning and financial modeling helps clients anticipate challenges, evaluate opportunities, and make informed strategic choices with clarity and precision. Whether it's refining your revenue cycle, implementing budgeting and forecasting frameworks, strengthening your internal team, or building financial models to guide critical decisions, we act as a true extension of your leadership team—offering insight, accountability, and high-touch support. We serve businesses at every stage, from start-ups laying a solid financial foundation to established firms seeking to enhance both financial and operational performance. At Vantage Point, we partner with you to drive measurable improvements, maximize profitability, and build long-term financial success.

Vantage Point Executive Advisory Group, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Vantage Point Executive Advisory Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Jeanie Olson, Cpa, Cmrm "Fractional CFO - Turning Vision Into Value 🦉 - Strategic Financial Leadership for Growth & Success" - Turning Chaos Into Clarity
Email Phone
Keith Streett Accounting/finance Management
Email Phone
Abby Luzier Rcm&d
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Sydney Fitch Administrative Assistant at Vantage Point Advisory Group
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Associate / junior 1 profile

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