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Take Control of Your Business

Finances with Confidence

Achieve the financial clarity and control you’ve been missing.Vertex's team of experts makes managing your finances effortless, allowing you to concentrate on growth while we handle the details                                                                                                                                                                                                      

Get Your Advisor

Core Services We Offer

We are a boutique firm that provide specialized advice to help your business improve efficiency and margins

Fractional CFO Services

Experience the advantages of a seasoned CFO without the full-time cost. Our senior-level professionals offer more than just traditional accounting support; they provide a wide range of services for your business. From overseeing your finance department and crafting strategic plans to setting KPIs and managing special projects, we’re here to support both your big-picture goals and daily operations.

Bookkeeping 

Vertex provides personalized QuickBooks bookkeeping services designed specifically for your business’s needs, budget, goals, and workflows—all within the QuickBooks software you’re already using. Drawing on our extensive QuickBooks expertise, we ensure your finances stay organized and your business stays on track for future growth. With a dedicated bookkeeping team focused on your account, we deliver customized solutions to tackle your most pressing financial challenges.

Accounting

Our skilled accountants are here to support you with everything from routine accounting tasks to specialized project assistance, stepping into any role you need for as long as needed. We add value by improving your processes and enhancing internal controls, ensuring your accounting department operates more smoothly and effectively by the time we’re done.

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Why Choose Us

Our Experience and Customer-focused approach makes us stand out

We Value Our Clients

At Vertex, our clients’ success is our top priority. We offer recommendations tailored to services that will genuinely benefit your business. Our team is committed to supporting your growth every step of the way.

Your Trusted Advisor

We’re more than a typical financial advisory firm. We recognize that each business is unique, with its own challenges and needs, and we’re constantly seeking innovative, streamlined solutions to address your financial concerns effectively.

Our Experience

With our support, you’ll always have clarity on your business ventures. Our expertise in proactive finance and tax management means we can provide in-depth analysis on how upcoming opportunities may impact your tax position, keeping you fully informed and prepared.

Excellence 

With us, you’ll always have a clear picture of your financial standing. Our team is thoroughly trained and continuously updated on all aspects of Finance and tax legislation

Tailored Service

We offer a more personalized consulting service to fit your business needs

Expertise

Our finely honed business insights empower you to make the best decision for your company, providing a unique perspective that helps you consider every angle

1000+
Projects Completed

200
Happy Clients

5
Advisors

30+
Years of Combined Experince

24/7
Financial Support

Clients Testimonials

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Cristina Richards
CEO - Your Company

"Pellentesque etsum is laoret mauris, dapibis etim etsum, vivamus eti nibh ligula saepe present. Quis netsi etsa lorem nibh ligula et evenit praesent autim fugit justo et sed tempor aoret mauris."

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Richard Johanson
General Manager - Your Company

"Pellentesque etsum is laoret mauris, dapibis etim etsum, vivamus eti nibh ligula saepe present. Quis netsi etsa lorem nibh ligula et evenit praesent autim fugit justo et sed tempor aoret mauris."

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Cristina Richards
Senior Finance - Your Company

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Talk to an Expert. Our staff can help work out what is right for you.

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