Tracking revenues and expenses can be time consuming and confusing. You didn’t start a business to become a bookkeeper.
Outsource your bookkeeping to Vertical CPA and unlock your time to focus on growing your business. We take care of your bookkeeping for you. Bookkeeping is what we’re good at.
No matter what business you’re in, you earn money (revenue) and spend money (expenses).
Bookkeeping allows you to keep track of all the financial transactions of your business and helps you answer fundamental questions about the health of your business, such as:
- How much money did I make?
- How much money did I spend?
- How much money do I have in the bank?
- What are my biggest expenses?
- And much more!
A dedicated bookkeeper from our team for your business
Bank and credit card reconciliations
Monthly financial statement preparation (balance sheet and profit and loss)
Cloud-based bookkeeping software
App-based receipt tracking
Real-time discussions about your business
When it comes to getting your bookkeeping done, as a business owner, you have two options: (1) the DIY approach or (2) outsourcing.
(1) DIY Approach: You as a business owner do your own bookkeeping
(2) Outsourcing: Hire a virtual firm like Vertical CPA to do your bookkeeping
Most business owners choose the DIY option and make the classic mistake of doing everything in their business (including bookkeeping) to save money. We understand where you’re coming from. You want to keep your expenses low and preserve cash.
Consider this: You might spend 20 hours each month doing your bookkeeping and save $300 by not paying for an outsourced bookkeeper. But have you ever wondered what would happen if you spent 20 hours per month getting new customers or increasing sales in your business instead of bookkeeping?
If you can spend 20 hours and make an additional $1,000 in revenue for your business, it’s a no-brainer. You’ve basically paid for the cost of outsourcing bookkeeping at $300 and made an extra $700.
The opportunity cost of outsourcing your bookkeeping comes down to the old adage “In trying to save a few pennies, don’t be penny wise and pound foolish.”
As a business owner, you’re already putting in 60-to-80-hour work weeks to make your business a success. If you add another 20 hours per month to do your own bookkeeping, you must consider whether the added hours and stress are truly worth the amount of money you’ll be saving using a DIY approach.
In our experience, bookkeeping is one of the last items on an entrepreneur’s to-do list. When bookkeeping isn’t a priority, it’s quite common that you fall behind on your bookkeeping, things get messy, taxes are due, and you don’t know where to start.
Real-Time Feedback for Your Business
You will work with a dedicated bookkeeper from our team who will be responsible for all your bookkeeping right from the moment you onboard with our firm. Your dedicated bookkeeper will be responsible for ensuring that your bookkeeping is done monthly or quarterly and meet with you to talk about your income statement and balance sheet. Your dedicated bookkeeper will spend the time to understand your business and be available to answer any questions you have 24/7.
Tech-Based Solutions
We use cloud-based software to automate your bookkeeping, collect payments, and track expenses. The advantage of cloud-based software is that your bookkeeper is able to work on your business right alongside you, recording transactions as they happen in real time!
When you onboard with our firm, our CEO will sit down with you to determine the ideal tech stack for you. We use Xero or QuickBooks Online for your bookkeeping and then add other applications and software to ensure we capture payments and expense data.
Dedicated Bookkeeper
When you outsource to Vertical CPA, you’re assigned a dedicated bookkeeper who manages your records each month. They reconcile accounts, prepare reports, and keep everything on schedule so your books don’t fall behind. Beyond data entry, they review results with you and explain what the numbers mean in plain language. This gives you not just accurate records, but context you can act on. With a named contact, you always know who to reach when questions arise, and you gain continuity instead of relying on ad-hoc help.
Bank & Credit Card Reconciliations
Reconciling accounts each month is essential for catching errors, spotting fraud, and ensuring your balances are accurate. We compare transactions in your books with your bank and card statements to confirm nothing is missed or duplicated. This process gives you a clear picture of available cash and prevents small issues from compounding into bigger ones. With us, reconciliations are completed promptly and tied into your monthly close.
Monthly Financial Statements
Each month you receive a reporting package that includes a profit and loss statement, balance sheet, and cash flow statement. These aren’t just raw exports; they’re organized in a way that makes them clear and useful to you. Having professional statements means you can track performance, compare results over time, and share reliable numbers with banks, investors, or partners. Without structured reporting, many owners are left guessing about profitability or cash position until year-end. Our goal is to give you visibility every month so you can make informed decisions.
Cloud-Based Bookkeeping Software
We set you up with secure, cloud-based software such as QuickBooks Online or Xero. Transactions flow directly from your bank feeds, reducing manual entry and improving accuracy. Because the system is cloud-based, you can access your books anytime, anywhere. This setup keeps everything centralized instead of spreading across spreadsheets, folders, and email. Using proven accounting software like QuickBooks Online means smoother integrations with payroll, invoicing, and tax filing, creating a more efficient process end-to-end.
App-Based Receipt Tracking
Keeping track of receipts is often one of the most frustrating parts of bookkeeping. We provide mobile tools that let you snap a photo of a receipt, after which the system records and categorizes it automatically.
This eliminates shoeboxes of paper or piles of emailed PDFs. Having receipts logged and tied to transactions always makes your records audit-ready. It ensures expenses are never missed, so you capture every deduction and stay organized without extra effort.
Real-Time Discussions
Bookkeeping is most valuable when it informs decisions, not just when it produces reports. That’s why we schedule regular check-ins to review results with you. In these conversations we highlight trends, flag unusual changes, and answer questions directly. Instead of sending you numbers to interpret alone, we make sure you understand what’s driving your business financially. This ongoing dialogue turns bookkeeping from a compliance task into a source of insight you can use.