Nobody plans a complicated operation. It arrives through growth, an acquisition, and a run of decisions that each made sense at the time. Now quoting sits in one system, delivery in another, and the close depends on three people who remember how it all connects. We help software and services companies untangle that, and we stay until it runs.
The first call is rarely about software. It is an eleven-day close, or a quote that gets rebuilt by hand whenever a deal is anything but standard, or revenue recognition that nobody wants to sign off on. Somewhere underneath it all is a system that was supposed to have fixed this.
We trace the work from first quote to final invoice, then tell you what is broken and why. After that we build the plan and do the work with your team. Some of it turns out to be technology. More often it is process, ownership, and habits nobody has had time to revisit.
Most engagements start in one of these and end up touching two or three. The work is how you sell, how you deliver what you sold, and how you get paid for it.
Before you spend more on the platform you own, or go shopping for a new one, it helps to know what is actually wrong. Often it is not the software. We will tell you when what you already have will do the job once it is set up properly.
Plenty of our work runs through a launch date, and we take dates and budgets seriously. We just do not treat the launch as the end of it. The returns turn up months later, in adoption and in the numbers, so that is where we stay.
Most teams we meet have bought AI and configured controls. That is not the same as knowing what you were trying to improve. We take one use case, get it working, measure whether it moved anything, then take the next one. Governance goes in as we build rather than afterwards.
The unspoken worry is that a consulting firm either hands over a list and vanishes or quietly makes itself permanent. We are aiming for neither. We build the capability with your team, make sure they can run it without us, and move on to what is next alongside you.
Software and services companies that mean to carry the operational complexity of a much larger business, without the overhead that usually comes with it. We have run these functions ourselves rather than only advised on them.
Growth or an acquisition has outrun the way the business is run. Quote-to-cash spans four systems and a few spreadsheets, and nobody owns the whole path. The team is running hot, and the answer keeps coming back as more headcount.
We have done the job, so diagnosis takes weeks instead of quarters. We are small, so the senior people in the first meeting are still on the work six months later. And we run a services business ourselves, which means we are working through the same questions you are, including the awkward ones about AI.
Our work covers how you sell, how you deliver what you sold, and how you get paid for it, plus the systems underneath. It is a narrow patch of ground and we like it that way. We would rather know this part of your business cold than say yes to everything.
These four stages show up every time, though the time each one takes varies a lot. The roadmap is not a document we hand over and forget. We keep coming back to it as priorities move.
A short diagnostic that assumes no particular technology. What is broken, what it is costing, and what you already own that could do the job. It ends in a recommendation, not a purchase order.
Sequenced work with a business result attached to each stage. Some of it is process and people, some is technology, and we are clear with you about which is which. We revisit it as we go.
Where an implementation is the right answer, we do it. Where you would rather use somebody else, we govern their work instead. This is the one stage where a specific platform matters.
The stage most programs treat as optional. We stay through it, because this is where results either arrive or they do not. It is also the part teams most need a hand with.
Every services business is being asked the same things right now. Where does AI save real time, what does it cost to run once the novelty wears off, and how would you know whether it worked? We are asking those questions of our own operation, and we have made most of the mistakes that go with it.
That is what we bring to your side of the table. Not a transformation deck, but a view on which use cases pay for themselves, how to measure one honestly, and how to keep governance in place without grinding the work to a halt.
Our AI Acceleration practice puts that view to work. We find where AI can meaningfully improve how you sell, deliver, and get paid, and where it cannot. Then we pair a data readiness assessment with a governed rollout plan, so the value shows up without shadow IT, ungoverned licenses, or pilots that stall.
Explore AI AccelerationThe only reference worth having is the one where a number moved. These are the figures we intend to show here. They are blank until we can put real ones behind them.
Note for the team. Every figure above is deliberately blank. Doug asked that this section lean on real results from our own engagements plus established benchmarks a maturing business can expect. Neither set has been supplied. Nothing goes in until it has a source behind it.
Thesis returns. Close the gap between what the model promised and what the operation can deliver, without adding headcount.
Revenue and EBITDA. Rebuild the operating discipline that growth and acquisitions outran, so the number the board expects is reachable.
Margin and predictability. Make revenue land when the forecast says it will, and make systems spend show up in the results.
Utilization and service margin. Lift productivity and take the variance out of delivery, so the team stops running hot to hit plan.
They found the thing we had been working around for two years, then stayed until it was fixed. We grew that year without the eight people we thought we needed.Services leader, PE-backed software company · illustrative, pending a real client quote
Walk us through how you sell, deliver, and get paid today. We will help you find the fastest way to make it work better.
Book a working sessionAs an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.
With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.
As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.
Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.
Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.
Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.
He has also contributed to the development and training of new agile project methodologies in multiple companies.
Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.
Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.
With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.
Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.
Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.
Kristin Hubbard is a Managing Consultant at VFP Consulting, where she helps finance and operations leaders change how their organizations sell, deliver, bill, and account for their work. Her approach covers people, process, and technology, because a new system only pays off when the teams and processes around it change too.
Kristin brings 15 years of quote-to-cash experience, including deep expertise in revenue recognition and in-depth knowledge of the full Salesforce/Certinia suite. She knows these systems from the inside. She started her career as an Accounts Receivable Specialist, then ran the platform as a Salesforce/Certinia Administrator and Business Systems Manager before moving into consulting. That path, along with her accounting degree, gives her a clear view of the daily pressures her clients’ finance teams face.
Today she guides executive teams through large-scale transformations. Most recently, she has led a global firm’s finance and operations leadership through a full quote-to-cash overhaul. That work includes keeping executives aligned through a leadership change and coordinating delivery across VFP, the client, and partner firms. Clients in technology, professional services, and finance and accounting count on her to keep complex programs moving and keep everyone pointed at the same outcome.
Since joining VFP in April 2022, Kristin has led and mentored consultants across her engagements, and she plays an active role in hiring and developing the firm’s next generation of consultants and project managers.
Kristin is a two-time Salesforce MVP, holds multiple Salesforce/Certinia certifications, and has helped organize Florida Dreamin since 2018.
Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.
Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.
As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.
Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.
A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.
With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.
With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.
Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.
Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.
Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.
As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.
Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.
With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey.
Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP.
A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.
Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time.
Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.
