Clarity Today. Growth Tomorrow.
Your books shouldn't slow your business down. We clean up the mess, keep your financials current, and give you the clarity to make confident decisions — faster than you thought possible.
Why Vertex
Faster clarity
We use intelligent systems to analyze your financials in hours, not weeks. You get answers when you need them — not when the monthly report lands.
Always-on visibility
Your financial picture updates in real time. No more waiting for a scheduled call to know where your business stands.
More strategy, less busywork
We've automated the data assembly so every hour you pay for goes toward decisions that actually move your business forward.
Services & Pricing
Financial Health Assessment
A clear, actionable report on where your books stand — with specific findings and a prioritized plan to fix what needs fixing.
Starting at $500
- Review of up to 12 months of financial records
- Written report with specific findings and red flags
- Prioritized action plan with estimated cleanup scope
Tax Preparation
Federal and state filing with proactive planning — for individuals and businesses. An entry point to an ongoing advisory relationship.
Starting at $500
- Federal and state return preparation
- Deduction and credit optimization review
- Year-end planning recommendations
Crisis-to-Clarity Reconstruction
Deep-cleaning neglected or messy books to standards that survive financing, due diligence, or a buyer's accountant. Most engagements take 2–4 weeks.
$2,500 – $10,000
- Full transaction categorization from bank and credit card statements
- Cleaned, reconciled financials ready for lenders or buyers
- Summary report documenting all adjustments made
Bookkeeping
Reliable, consistent books so you always know where your business stands. Monthly reconciliation, transaction categorization, and clean financials you can trust.
Starting at $400/month
- Monthly bank and credit card reconciliation
- Transaction categorization and cleanup
- Monthly financial statements delivered to you
Ongoing CFO Advisory
Most financial advisors spend half their time assembling the picture and half interpreting it. We've automated the assembly — so 100% of our time goes to the part that actually moves your business forward. You get a financial partner who's focused on what to do next, not what happened last month.
$3,500 – $5,000/month
- Real-time financial visibility — not monthly snapshots
- Cash flow forecasting that updates as your business moves
- Strategic advisory focused on decisions, not data entry
- Async communication with defined response windows — no meeting treadmill
M&A & Succession Prep
Recasting financials to maximize your company's valuation before a sale, acquisition, or ownership transition.
$5,000 – $15,000+
- Financials optimized to reflect your business's true earning power
- Clean data room that builds buyer confidence from day one
- Deal-ready package built to survive due diligence scrutiny
About
After building financial systems for nine-figure companies, Preston now brings that same rigor to growing businesses—the kind of visibility that passes lender scrutiny and holds up under due diligence.
He's built systems that give business owners the same real-time financial visibility that Fortune 500 CFOs expect—delivered through automation that eliminates the manual work most accountants charge by the hour for.
Most fractional CFOs sell you their time. Preston built a practice around selling you outcomes—better insight, faster decisions, and financial clarity that doesn't require you to sit through weekly status calls.
Contact
Phone: (216) 200-8725
Email: pvictory@vertexadvisory.io
Frequently Asked Questions
What is financial reconstruction?
Financial reconstruction is the process of rebuilding messy, incomplete, or neglected business books into clean, accurate financials. This typically involves recategorizing transactions, reconciling bank and credit card statements, resolving discrepancies, and producing financial statements that can withstand scrutiny from lenders, buyers, or auditors. Most reconstruction projects take 2–4 weeks depending on the volume of transactions and months of backlog.
How much does a fractional CFO cost?
Vertex Advisory's ongoing CFO advisory retainers range from $1,500 to $5,000 per month, depending on business complexity and reporting needs. This includes real-time financial visibility, cash flow forecasting, and strategic advisory — delivered asynchronously so you're not paying for meetings. Unlike traditional fractional CFOs who bill hourly, our pricing is fixed so you always know what to expect.
How do I get my books ready to sell my business?
Buyers and their accountants will scrutinize your financials during due diligence. You need clean, reconciled books that accurately reflect your business's true earning power. This means resolving any categorization issues, documenting owner add-backs and one-time expenses, ensuring your financial statements match your tax returns, and organizing supporting documentation. Our Crisis-to-Clarity reconstruction service is specifically designed to get businesses transaction-ready in 2–4 weeks.
What happens when a buyer finds problems with the seller's financials?
Financial problems discovered during due diligence are one of the top reasons deals fall apart or get renegotiated at lower valuations. Common issues include inconsistent records, unexplained discrepancies between periods, missing documentation, and financials that don't reconcile with tax returns. Business brokers and M&A attorneys refer clients to us specifically to prevent these deal-killing scenarios.
Do I need to be local to work with Vertex Advisory?
No. Vertex Advisory is designed for fully remote delivery from day one. We use secure client portals for document exchange, asynchronous communication with defined response windows, and video walkthroughs instead of live meetings. Clients across the country receive the same level of service without anyone needing to commute to an office.
What's the difference between bookkeeping and fractional CFO services?
Bookkeeping is the process of recording and categorizing transactions, reconciling accounts, and producing accurate financial statements — making sure the numbers are right. Fractional CFO advisory is about interpreting those numbers to make better business decisions — cash flow forecasting, KPI tracking, strategic planning, and financial modeling. Many businesses need both: clean books as the foundation, and strategic advisory built on top. We offer both as separate or combined engagements.