Specialty: E-commerce & Inventory · Every industry served
Numbers you understand.
Decisions you trust.
Clear books and real insight, so you always know exactly where your business stands.
What we do
Bookkeeping
Clean monthly books you can trust, closed on time.
Fractional CFO
Senior financial insight to guide your decisions.
Systems & Processes
The right setup and software to run it all smoothly.
“After cleaning up our chart of accounts and simply showing us gross profit, variable expenses, fixed expenses, ratios, and a 12-month trend — wow, I've never seen this. And I've been in business for 8 years and run multiple companies.”
“We were drowning in Shopify payouts and Amazon settlements. Vertical untangled the whole thing — now we actually know our margin per SKU. Game changer.”
What we do
Three services. One finance team.
Full-Service Bookkeeping
Monthly close, reconciliations, AP/AR, and clean financials you can trust — every month, on time.
Learn moreFractional CFO Services
Forecasting, KPI dashboards, board prep, and fundraising support from a senior finance partner.
Learn moreAccounting Systems & Processes
Software selection, chart of accounts, automation, and team training that scales with you.
Learn moreOur specialty
Built for inventory-heavy businesses.
We serve every industry — but e-commerce and inventory is where we go deepest.
Landed cost & true COGS
Freight, duties, 3PL fees — all rolled into accurate per-unit cost.
Multi-channel reconciliation
Shopify, Amazon, TikTok Shop payouts tied to revenue, fees, and refunds.
SKU-level margin
Know which products carry your business and which are bleeding cash.
Try it now
See your next 12 months.
Five quick questions. We'll project revenue, margin, and cash flow for the year ahead — no spreadsheet required.
First — what kind of business?
We'll tailor the rest of the questions to your industry.
Get a free books review.
Find out what's costing you.
Send your last month of books. We'll audit five key areas and send a 1-page findings report within 5 business days. No card, no pitch.