Most vet clinic owners are spending too much time trying to fix a broken accounting system instead of focusing on running their business A generalist accountant might file your taxes, but they often miss the leakage occurring in production pay calculations, inventory shrinkage, and deferred revenue from wellness plans. At Vertical CPA, we provide the specialized financial workflow required to turn a busy vet clinic into a high-margin asset.
Vertical CPA provides more than just tax returns. We offer a scalable accounting stack that integrates directly with your practice management software.
- Practice Integration: We sync your bookkeeping with your PMS to ensure every procedure is captured.
- Expansion & M&A: Planning a second location or a merger? We provide the financial modeling and due diligence you need to scale safely.
- Dedicated Support: You get a dedicated team for setup and daily support, ensuring your “tech stack” stays automated and accurate.
We Speak “Veterinary Finance”
Generalist accountants often struggle with clinic-specific nuances. We understand the moving parts that impact your bottom line:
- Complex Revenue: Handling wellness plans, surgical deposits, and delayed insurance payouts.
- Inventory & Overhead: Managing controlled drug logs and tracking professional fees that shrink your deposits.
- Payroll Complexity: Accurately calculating production pay and managing relief vet payments.
Bookkeeping
Corporate tax filing
CRA audit assistance
Business modeling
Cash flow management
GST/HST filing
FP&A (Financial Planning & Analysis)
Financial planning
Personal tax filing
Taxes filing for sole proprietorships
Revenue and deposits
We will make sure that your practice totals tie to bank deposits and processor payouts. Fees and chargebacks are booked. Refunds and discounts will be categorized separately. Wellness plans and deposits are posted as deferred revenue, then earned as care is delivered.
HST and compliance
Clear codes for services, drugs, and food. Gift cards and deposits handled correctly. Filings tie back to PMS, processor, and bank deposit reports.
Cash flow and decisions
A 13 week cash forecast that reflects seasonality, leases, equipment purchases, and inventory purchases. When you plan for growth, we help you see the cash impact before you commit.
Practice software like ezyVet, IDEXX Neo, AVImark, Cornerstone, Shepherd, and NaVetor. Payments with Moneris, Elavon, Square, and Stripe. Lab and pharmacy reports from IDEXX VetConnect, Antech, and Vetsource. Accounting in QuickBooks Online.
Book a free consultation. We review your goals, systems, and timelines, then propose a clear plan and pricing.
No. We connect to ezyVet, IDEXX Neo, AVImark, Cornerstone, Shepherd, and NaVetor, and post to QuickBooks Online.
Yes. We tie PMS reports to processor payouts, record fees and chargebacks, and reconcile to the bank.
We set clear tax codes for services, drugs, food, gift cards, and deposits. Filings tie back to PMS, processor, and bank reports.
We book deferred revenue and recognize it as care is delivered. Cancellations and refunds are handled cleanly.
Pricing is customized to volume, systems, and cleanup needs. See our pricing page and book a free consultation.