VertexCFO

Making sense of complex financial information for CEOs and entrepreneurs

Brian Medley · CPA, Principal · Denver, Colorado, United States

CPAACMACGMAFree consultation

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Services

Colorado-based (Golden, CO); serves US clients including startups and middle-market companies

Service area

About VertexCFO

VertexCFO is an outsourced CFO and accounting firm specializing in providing fractional CFO, controller, and accounting support to growth companies, startups, and middle-market businesses. Founded by Brian Medley, a CPA with 25+ years of experience, the firm helps CEOs and entrepreneurs solve financial and business challenges through strategic financial oversight and accounting expertise. Services include fractional or interim CFO leadership, capital raise advisory, M&A and buy/sell transaction support, controller services, accounting support, and VertexEDGE financial reporting system with dashboards, KPI tracking, budgeting, and forecasting. The team translates complex financial information into meaningful insights and data-driven strategies. Experience spans SaaS, healthcare, professional services, construction, and multiple other industries. The personable Colorado-based team works with companies that need expert-level resources but lack the budget or operational need for full-time finance executives.

Services

Industries Served

Team & Leadership

BM

Brian Medley

CPA, Principal · CPA, 25+ years experience

KM

Kevin McMahon

CFO Advisor · ACMA, CGMA, 25+ years experience

JH

Jazmin Hammond

Director of Operations, Controller · CMA, Certified Quickbooks ProAdvisor

KM

Karen Messler

Controller, Advisory Services · 30+ years finance executive experience

Get in Touch

Visit Website(720) 719-0262LinkedIn Profile

Contact VertexCFO

At a Glance

Credentials: CPA, ACMA, CGMA

Languages: English

Serves: Colorado-based (Golden, CO); serves US clients including startups and middle-market companies

Location

Denver, Colorado

United States

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