Bookkeeping & Accounting
Clean books every month. Accurate financials year-round. Tax season made simple — because everything is already organized.
Schedule Free ConsultationSound Familiar?
Disorganized books are one of the biggest sources of stress for business owners. Scrambling to reconcile months of transactions before tax season, not knowing your true profit, making business decisions without reliable data — these problems cost you time, money, and peace of mind.
How Vertex Helps
We take over your bookkeeping completely — categorizing transactions, reconciling accounts, managing payroll, and delivering clean monthly financial statements. Everything is organized in real-time so you always know where you stand, and tax season becomes a formality rather than a panic.
What's Included
- Monthly bookkeeping and transaction categorization
- Bank and credit card reconciliation
- Monthly profit & loss statements
- Balance sheet preparation
- Accounts payable and receivable tracking
- Payroll processing and compliance
- 1099 preparation and filing
- QuickBooks or Xero setup and management
- Year-end financial package for tax filing
Who This Is For
- Small to mid-size businesses needing reliable monthly bookkeeping
- Business owners who are too busy to manage their own books
- Companies outgrowing DIY bookkeeping and needing professional oversight
- Businesses wanting clean books as a foundation for tax planning
- Startups needing bookkeeping set up correctly from day one
- Companies needing payroll processing alongside bookkeeping
“Before Vertex, I had no idea what my business was actually making until the end of the year. Now I get clean reports every month and tax season takes a day instead of a month.”
Frequently Asked Questions
What accounting software do you use?
We primarily work with QuickBooks Online and Xero — both industry standards. If you're using different software, we can often integrate or migrate your data.
How do I send you my financial information?
We use secure client portals for document sharing. Most clients connect their bank accounts directly for automated transaction imports, which minimizes manual work on your end.
What is the cost of bookkeeping services?
Pricing depends on transaction volume and complexity, typically ranging from $300–$1,500/month. We provide a fixed monthly quote after assessing your needs — no surprises.
Do you also handle payroll?
Yes. We offer payroll processing as an add-on, including direct deposit, tax filings, and year-end W-2 and 1099 preparation.
Ready to Get Started?
Schedule your free consultation and discover how much you could save.