✓ Clarity
✓ Control
✓ Confidence in Your Numbers

Expert Bookkeeping. Strategic CFO Services. Real Growth.

Your business deserves more than bookkeeping. It deserves a clear financial strategy.

The Entrepreneurial Trap: Most growth-minded leaders are stuck reacting to messy books, unclear cash flow, and outdated reports. This makes it impossible to know what’s really driving profit or how to plan for scale.

The Result: Decisions feel uncertain, cash flow is a constant worry, and the best opportunities inevitably slip by.

The Vertex Strategic Finance Solution

We bring structure, insight, and strategy to your numbers. We start with flawless bookkeeping, then layer in robust reporting, proactive forecasting, and fractional CFO guidance to scale with you at every stage.

Gain the financial visibility and confidence needed to make smart, proactive decisions and drive sustainable, predictable growth.

Book a Consultation

Your business deserves more than bookkeeping — it deserves a financial partner who can grow with you.

At Vertex Strategic Finance, we help growth-minded entrepreneurs and small businesses gain clarity, strategy, and control over their finances.

Led by a Chartered Professional Accountant (CPA) with deep experience in FP&A, accounting, and strategic finance, we translate complex numbers into practical insights, so you can make confident decisions without the jargon.

From foundational bookkeeping to full strategic finance partnership, Vertex is built to grow with you, giving you the financial visibility and leadership every business needs to reach its peak.

We start with the essentials — organized books, clear reports, and accurate data — then scale alongside your business, providing fractional Controller and CFO support as your needs evolve.

Our Services

Monthly Bookkeeping/Fractional Controller Packages

    • Maintain accurate books in QBO for 1 bank account and 1 credit card

    • Record and categorize all monthly transactions

    • Reconcile bank and credit card accounts monthly

    • Prepare and deliver monthly financial reports

    • Provide e-mail based support

  • All Starter services plus:

    • Maintain up to 3 financial accounts

    • Bi-weekly transaction recording and reconciliations

    • Process payroll for up to 5 employees

    • Monthly review call (up to 45 minutes)

  • All Growth services plus:

    • Weekly bookkeeping and reconciliations

    • Process payroll for up to 15 employees

    • Manage accounts payable and receivable tracking

    • Provide and maintain custom cash flow dashboard

    • Monthly strategic financial check-in call (up to 60 minutes)

Monthly Fractional CFO Packages

    • Monthly strategy call

    • KPI dashboard

    • Budget vs. actuals

    • Basic cash flow forecasting

  • All CFO Lite services plus:

    • Twice-monthly strategy calls

    • Rolling forecasts

    • Pricing & margin analysis

    • Team comp & hiring planning

  • All CFO Pro services plus:

    • Weekly strategic advisory

    • Investor-ready financials

    • M&A or fundraising prep

    • Embedded finance partnership

Add-On Services

    • QuickBooks setup

    • Catch-up/cleanup work

    • Custom dashboards

    • SOPs & financial systems setup

    • Profitability & pricing review

Contact Us