Financial clarity that
takes you higher.
We help growing owner-operated businesses gain the financial clarity they need to make better business decisions through accurate bookkeeping, meaningful financial reporting, cash flow forecasting, and ongoing strategic financial guidance.
Know where your business stands today, and make more confident decisions about tomorrow.
The discipline of a large finance team, delivered to growing businesses.
Vertex Strategic Finance was founded by a Chartered Professional Accountant and senior finance leader with more than a decade of experience across accounting, financial reporting, financial planning and analysis, and strategic decision support in large, complex organizations.
The firm was established to bring the financial discipline and strategic insight of larger finance teams to growing owner-operated businesses.
Six reasons growing businesses choose Vertex.
A senior finance partner sized for owner-operated businesses. With the discipline, tools and accountability of a much larger team.
Direct access to a CPA
Speak directly with a Chartered Professional Accountant whenever you need financial guidance. No gatekeepers, no rotating account managers.
Reporting built for business decisions
Clear monthly reporting, KPI dashboards and cash-flow visibility designed to inform real business decisions — not to just satisfy compliance.
A finance partner that grows with you
Engagements scale from bookkeeping into fractional CFO and advisory support as your business becomes more complex.
Connected bookkeeping, reporting and tax
One coordinated finance function. Accurate books, meaningful reporting and tax coordination working together throughout the year.
Proactive communication year-round
Regular check-ins and timely insight so you're never left wondering where your business stands.
Predictable fixed monthly pricing
Transparent monthly engagements with no surprise invoices, hourly meters or unexpected fees.
What working with Vertex looks like.
Gain the financial clarity and strategic insight you need to grow your business with confidence.
As your business grows, bookkeeping alone often isn't enough, but hiring a full-time Controller or CFO isn't always practical.
Vertex becomes your outsourced finance partner by combining accurate financials, meaningful reporting, cash flow visibility, and strategic financial guidance into one connected finance function.
- 01Step 1
Always Know Where Your Business Stands
Build a reliable financial foundation with accurate bookkeeping, reconciliations, month-end close, and dependable financial statements.
- Bookkeeping
- Bank Reconciliations
- Month-End Close
- Financial Statements
- 02Step 2
Understand What's Driving Performance
Receive meaningful reporting, KPI dashboards, and cash flow insights that help you understand how your business is performing, not just what the numbers say.
- KPI Dashboards
- Cash Flow Forecasting
- Budget vs. Actual Reporting
- Financial Performance Reporting
- 03Step 3
Make Better Business Decisions
Use timely financial insight to confidently plan for hiring, investments, profitability, and future growth.
- Monthly Advisory Meetings
- Strategic Planning
- Hiring Decisions
- Profitability Analysis
- 04Step 4
Keep Accounting & Tax Connected
We work alongside your existing tax accountant (or one of our trusted tax partners) to help ensure your bookkeeping, financial reporting, and tax compliance stay aligned throughout the year.
- Tax Coordination
- Year-End Readiness
- Organized Financial Records
- Ongoing Collaboration With Your Tax Advisor
A Clear, Straightforward Start
Getting started doesn't have to be complicated.
We work with your existing systems and accountant whenever possible, making onboarding straightforward and minimizing disruption to your day-to-day operations.
From the beginning of our engagement, our priority is establishing a reliable financial foundation and giving you clearer visibility into your business so you can begin making more confident financial decisions.
From accurate books to confident decisions.
Vertex provides practical financial support at every stage of growth. Starting with reliable financial foundations and expanding into clear reporting and strategic decision support.
Bookkeeping & Accounting
Accurate books, clean reconciliations and reliable monthly reporting.
Fractional CFO
Budgeting, forecasting and KPI reporting to guide confident decisions.
Business Advisory
Strategic support on pricing, growth, systems and major business decisions.
Tax Coordination
Year-end tax coordination with your accountant or our trusted network.
Questions, answered.
We work with growing owner-operated businesses, with a particular focus on clinics, professional service firms and multi-location businesses that need bookkeeping, financial reporting, KPI dashboards, cash-flow forecasting and strategic finance support.
We complement your existing tax accountant. Vertex focuses on bookkeeping, reporting and strategic finance, and we prepare your books for your tax accountant, or introduce you to our trusted network of tax professionals.
Every engagement is delivered on fixed monthly pricing. After a discovery call we recommend the package that fits your stage, from Starter bookkeeping through to CFO Elite advisory.
Every engagement is overseen by the founder (a CPA with 10+ years of enterprise finance leadership), and delivered to Vertex's standards for accuracy, transparency and accountability.
Vertex is a modern, cloud-based firm. We work in QuickBooks Online and integrate the tools that give you clean data and clear reporting.
Ready to know your numbers?
Book a free 30-minute discovery call. No pressure — just a clear look at where you stand and how we can help.