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Services

Finance & Business Advisory

Practical financial insight and the operational support to act on it.

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Overview

Help organisations improve financial performance through practical advisory and operational support.

Good financial decisions depend on numbers you can trust and see in time to act. Many growing businesses have neither.

Vertex puts the fundamentals in place — accurate bookkeeping, reporting you can actually read, a budget that reflects reality — and then works with you on what the numbers are telling you.

Beyond the finance function itself, we look at the operational processes behind the figures, identifying where margin is leaking and where a change in process pays for itself quickly.

Sub-services

What's included

  • Bookkeeping
  • Financial Reporting
  • Payroll Management
  • Budget Planning
  • Business Process Improvement
How it works

Our process

  1. Financial review

    We assess the current state of your books, reporting and controls.

  2. Clean-up & setup

    Accurate records, sensible chart of accounts, reliable monthly close.

  3. Reporting

    Management reporting that answers the questions you actually ask.

  4. Advisory

    Budgeting, forecasting and process improvement based on what the numbers show.

Outcomes

What you get

Numbers you can trust

Accurate books and a reliable monthly close.

Decisions in time

Reporting that arrives while you can still act on it.

Margin recovered

Process improvement that finds cost you did not know you were carrying.

Audit-ready

Records and controls that hold up under review.

Vertex filled two senior engineering roles in under a month after we had spent a quarter trying on our own. The shortlist was short, and every candidate on it was credible.
Head of Engineering Head of Engineering, Northwind Technologies (sample)
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