Accounting and advisory
that works year-round.
Books that are current, reconciled, and worth deciding on.
Everything in financial management depends on accurate records. Disorganized books don't just make tax time harder — they make every financial decision harder. VICI keeps your books current on a monthly basis, reconciled against your accounts, and organized in a way that actually informs what you do next.
- Monthly reconciliation of all accounts
- Categorization aligned with your tax strategy
- Clean financial statements ready when you need them
- Integrated with Business Tax & Planning at no handoff cost
Year-round tax work that shapes the outcome before the year closes.
Filing a return is the end of the process. By the time the return is due, every decision that affects it has already been made. VICI engages with your business throughout the year — tracking changes, flagging opportunities, and planning for the tax implications of decisions before you make them, not after.
- Annual business tax return preparation and filing
- Quarterly estimated tax planning and payments
- Year-round strategy review and proactive communication
- Entity structure review to minimize tax exposure
A financial thinking partner for decisions with no obvious right answer.
Some financial decisions are clear enough to make from the numbers. Others — bringing on a partner, expanding to a second location, taking on debt, restructuring compensation — require someone who understands the business and can think through the implications with you. That's what advisory sessions are for.
- Flat-fee or hourly advisory sessions
- Scenario modeling for major financial decisions
- Cash flow planning and projections
- No agenda other than helping you think through it clearly
Ongoing finance leadership on a set cadence, short of a salaried CFO.
When a business reaches the point where financial decisions are complex enough to need consistent oversight — but not quite ready for a full-time CFO — fractional CFO engagement fills the gap. Regular meetings, financial reporting, and a dedicated contact for every financial question.
- Monthly or quarterly financial review meetings
- Management reporting and dashboard oversight
- Lender, investor, and board-ready financials
- Strategic input on hiring, capital, and growth timing
Payroll that runs correctly and reconciles to your books.
Payroll errors compound. Misclassified employees, incorrect withholding, or payroll that doesn't reconcile to your GL creates problems that follow the business for years. VICI manages payroll as part of an integrated accounting system — not as a disconnected service.
- Regular payroll processing and direct deposit
- Federal and state payroll tax filings
- W-2 and 1099 preparation at year-end
- Reconciliation directly to your books
Set the business up right, with the tax consequences understood first.
The entity structure you start with — or don't change when you should — has consequences for taxes, liability, and flexibility. VICI helps owners understand the options before the paperwork is filed, not after, so the structure you choose actually makes sense for the business you're building.
- LLC, S-Corp, C-Corp, and partnership structure analysis
- Tax consequence modeling across entity types
- Coordination with your attorney on formation documents
- EIN application and initial IRS registrations
Sales tax filed on schedule, so deadlines stop being yours to track.
Sales tax compliance varies by state, by product type, and by revenue threshold — and the penalties for late filing add up quickly. VICI handles sales tax registration, filing, and remittance so the deadline is VICI's problem, not yours.
- Multi-state sales tax registration and nexus analysis
- Monthly, quarterly, or annual filing as required
- Remittance to the appropriate tax authorities
- Audit response support if needed
Personal tax when the return has gotten complicated.
Personal tax preparation and planning for returns that outgrew consumer software.
Business income, rental properties, investment accounts, stock options — when a personal return becomes complex enough that TurboTax starts feeling risky, it's time for professional preparation. VICI handles individual returns for business owners and others with sophisticated tax situations, including proactive planning throughout the year.
- Federal and state individual income tax return preparation
- Rental property, Schedule E income reporting
- Investment and capital gains planning
- Estimated quarterly tax payments
What VICI does — and what it doesn’t.
- Bookkeeping
- Business tax preparation
- Individual tax preparation
- Business tax planning
- Advisory and consulting
- Fractional CFO
- Payroll processing
- Entity formation guidance
- Sales tax compliance
- Legal services or legal advice
- Audit or attestation services
- Investment advisory or securities
- Guaranteed tax outcomes
- Same-day emergency tax preparation
Not sure which service fits?
Describe your situation in the discovery call and VICI will point you to the right starting place — or let you know if the need is outside scope.