Jeanie Olson, CPA, CMRM

Certified Public Accountant (MD)

Certified Medical Revenue Manager

Jeanie is the CEO and founder of Vantage Point Executive Advisory Group, LLC,  specializing in turning your Vision into Value.   Vantage Point offers CFO and management advisory services to physicians and their practices.  

We collaborate with your Executive Management Team & other Key Leaders in your organization to drive meaningful conversations, operational efficiencies & bottom line results.  

• More time to focus on new services, new customers and other core business issues. 
• Better understanding of the financial side of your business. So, you have less surprises and more control over your finances.
• Improved decision-making capabilities from clearly seeing the  operational and financial numbers of your business. 
• A readily available sounding board to help you with those tough business decisions and help you clarify your business plans. 
• The peace of mind and comfort from knowing that a professional is overseeing, protecting and constantly improving your business.

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations.  We provide direct owner support in business planning, and other advisory support.

• Consolidated & Divisional Financial Statements, Budgets, Projections & Forecasts
• New Business Development Modeling and Profitability Analysis
• Key Performance Indicator Development & Optimization
• Business Process Documentation Review & Development
• Financial Statement Audit Readiness Assessments

A cash crisis can be emotionally devastating.  It can even kill your business.  The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. 

As an experienced payroll provider, our commitment has always been to provide our clients with the highest quality services they need to manage their medical practice payroll. Our payroll services are very comprehensive and we offer the same capabilities you'd expect from national payroll service bureaus.

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.  

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making.  Financial analysis provides the numbers to support, reject or contemplate a course of action.  Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. 

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction. 

Visit:  www.vantagepointexec.com

Email:  jeanie@vantagepointexec.com