Business Support Services

Bookkeeping Assessment

$397

In this 90 minute meeting, our experts will peel back the layers of your accounting practices and recommend the best path to excellence.

Bookkeeping Support & Training

$697

Our Bookkeeping Experts will spend time with you to resolve issues, conduct training, or any other bookkeeping-related tasks in the allotted time.  Includes (6) Credits, each worth 30 mins of remote support.

Phase I Financial Onboarding

$2497

Virtual meetings to coach your team through financial system alignment of your Chart of Accounts, Payroll, Item List, and Dashboard Connection.  Includes (2) One on One sessions with a VITAL coach to after connection.

Phase II Guided VITAL Business Process Training

$3497

Virtual meetings to help implement the VITAL method in your CI business. Topics include RFPs, Revenue Recognition, Progress Invoicing, Inventory practices, Purchasing/Receiving, and Custom Reporting.

Phase I & II - Onboarding & Training

$5597

Includes all aspects of Phase I Onboarding and Phase II training, at the pay-in-full price.

What Is VITAL?

VITAL is a business excellence platform for the Custom Integration industry. The VITAL Method has helped over 300 Custom Integrators optimize their business using technology, benchmarking and personal guidance.

VITAL’s Cloud Dashboard technology and proven business metrics have transformed CI business for decades from chaotic owner-centric businesses to profitable and stable enterprises.

Who Is VITAL?

VITAL is comprised of thinkers, doers, and experts from all over the CI Industry.  Originally founded by Paul Starkey and Steve Firszt, VITAL is now growing rapidly through the guidance of former Integrator Matt Bernath and a team of the brightest coaches and experts in the industry.

WHAT OUR MEMBERS SAY ABOUT US

“They really had us open up the hood in ways I hadn’t before. They helped me understand our target market, our ideal customer and all those differentiating factors.”

Fernando Callender
CEO of Haven and Wire

WHAT OUR MEMBERS SAY ABOUT US

“He encourages you to really stay focused on your goals and he truly cares about the success of you and your business.”

Lisa
Haven and Wire

WHAT OUR MEMBERS SAY ABOUT US

“It’s great to have a third party like Matt who’s number one, been in our shoes, as well as just having the benefit of not only looking in from the outside but great insight.”

Todd Wilcox
Prostream Digital
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