Modern Financial Management
Move Beyond
Basic Bookkeeping.
We turn your financial data into a competitive advantage. From daily AP/AR management to strategic forecasting, Vertrex acts as your integrated finance department.
Financial Clarity
"Data without context is just noise. We provide the signal."
100%
Audit Readiness
5 Days
Avg. Month-End Close
24/7
Real-Time Access
The Daily Engine
Operational Accounting
The backbone of your business. We take over the tedious, high-volume transactional work so your team can focus on customers, not invoices.
- Accounts Payable & Receivable Management
- Payroll Administration & Compliance
- Daily Bank Feeds & Reconciliation
Oversight & Accuracy
Strategic Controllership
Accuracy is non-negotiable. Our Controllers ensure your books are GAAP-compliant, audit-ready, and closed on time, every single month.
- Month-End Close Management (5-Day Target)
- Financial Statement Preparation (P&L, Balance Sheet)
- Technical Accounting (ASC 606 / Revenue Rec)
Forward Looking
CFO Advisory
Looking backward tells you where you've been. Looking forward tells you where to go. We provide the financial modeling needed to raise capital and scale.
- Cash Flow Forecasting & Burn Rate Analysis
- Budgeting vs. Actuals Variance Reporting
- Board Deck Preparation & KPI Dashboards
Why We Are Different
Most accountants react. Vertrex anticipates.
Tech-First Approach
We don't just use QuickBooks. We are experts in robust ERPs like Odoo and NetSuite, allowing for automation that traditional firms can't match.
Built-In Compliance
We design your system workflows to be audit-proof from Day 1, embedding controls directly into your daily processes.
Scalable Teams
You don't need a full-time CFO today. But you might tomorrow. Our model allows you to scale up support instantly.
Real-Time Data
We move you away from "after-the-fact" reporting to live dashboards that help you make decisions in the moment.