VICI Financial
Accounting & Advisory · Central New York
(555) 019-2480Book a Call
Client advisory meeting at a warm walnut consultation table — open notebook, steaming coffee, and two people in conversation in morning light
Accounting & Advisory  ·  Central New York

Most businesses call
their accountant

in March.

By then the year is closed and the decisions are made. VICI works with owner-led businesses differently — accounting as direction, not just compliance.

Owner-Led BusinessesBookkeeping & TaxAdvisory & PlanningRemote U.S. · In-Person CNY
200+
Owner-led businesses served
5.0 ★
Average client rating
8 yrs
In Central New York
U.S.-wide
Remote via video & phone
Find your starting point

Which of these sounds like your situation?

My books are behind and tax season is coming.

Bookkeeping

Tax time is always a surprise — I want to stop reacting.

Business Tax & Planning

I need a thinking partner for a financial decision I can't work out alone.

Advisory & Consulting

I need finance leadership without a full-time hire.

Fractional CFO

My personal return has outgrown consumer software.

Individual Tax

Not sure where to start? Describe your situation and VICI will point you in the right direction.

Book a discovery call
Main Street storefront at dusk in Central New York — warm office light glowing through windows on a quiet autumn evening
The VICI approach

Rooted in Central New York.
Available wherever you are.

Local clients in Central New York meet face-to-face — at your place of business, not ours. Remote clients across the country work with VICI via video and phone on a regular cadence.

The model is built around owner-led businesses — the ones where real financial questions land on the owner’s desk and need a real answer before the next decision gets made.

About the firm
What we do

Financial services built
for the businesses that run them.

All services

Bookkeeping

Books that are current, reconciled, and worth deciding on. Accurate financials are the foundation everything else depends on — decisions, tax planning, and growth.

From $450/monthDetails

Business Tax & Planning

Year-round tax work that shapes the outcome before the year closes. Not just filing — thinking through the implications while there's still time to act on them.

From $1,200/yearDetails

Advisory & Consulting

A financial thinking partner for decisions with no obvious right answer. Expansion, compensation, financing — when the stakes are high, you need someone who knows your numbers cold.

From $300/hourDetails

Fractional CFO

Ongoing finance leadership on a set cadence, short of a salaried CFO. Regular meetings, clear reporting, and a dedicated point of contact for every financial decision.

From $1,800/monthDetails
How VICI works differently

Accounting that does something.

01

Direction, not compliance.

Filing a return is a deadline. Understanding the numbers before that deadline is strategy. VICI is built around the second kind of accounting — the kind that actually shapes what happens next.

02

The discovery call has one agenda.

To find out whether VICI can actually help. If the fit is right, the next step is a structured diagnostic. If it isn't, you'll hear that plainly — and leave knowing more about what you need.

03

Owner-led, not afterthought.

Larger firms often treat small and growing businesses as low-priority accounts. VICI was built for exactly the businesses they overlook — the ones where financial decisions land on the owner's desk.

Client outcomes

Results that speak plainly.

I had three years of disorganized books and no real sense of where the business stood. Joe found issues I didn't know existed, corrected them, and we had a clean foundation within two months. Now we actually plan.
Marcus D.
Small manufacturing, Utica NY
Tax season used to wreck me every year — big surprises, money I hadn't set aside. Now I get quarterly updates and nothing catches me off guard. It's a completely different way to run a business.
Sarah K.
Retail owner, Rome NY
I was about to bring on a partner and sign a long-term lease the same month. One advisory session helped me see what I was actually committing to. I made a very different decision. Worth it many times over.
Tom R.
Services business, Oneida NY

The discovery call is
thirty minutes.

No pitch, no commitment, no prepared presentation. A plain conversation about your situation — and whether VICI is the right fit to help with it. If it isn’t, you’ll hear that too.

Book a discovery call(555) 019-2480

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