What can Vertex help my business with?+
We support accounting operations, bookkeeping and cleanup, management reporting, accounts payable and receivable, QBO/Xero systems, and tax and payroll. Tax and payroll focus on the UK, US and Canada; Australia enquiries are assessed separately.
Do you work with international businesses?+
Our remote-first approach is designed for international collaboration, including businesses in the UK, US, Canada and Australia. Service suitability, time-zone overlap and any local compliance requirements are confirmed before engagement.
Can you work with QuickBooks Online or Xero?+
Yes. Our proposed service scope includes QuickBooks Online and Xero accounting support, setup and migration. We review your current systems before agreeing the work.
How is pricing decided?+
Pricing is tailored to transaction volume, entities, systems, reporting needs and the condition of existing records. An introductory call helps establish the scope before a proposal.
Is the discovery call free?+
Yes. The introductory discovery call is free. It is a chance to discuss your business, accounting needs and the appropriate next step.
Can you take over incomplete or overdue books?+
We can discuss cleanup and catch-up work. We first assess the records, access and period involved, then agree the scope and priorities.
How will we share information?+
The access and document-sharing process is agreed during onboarding. Use individual access permissions and an agreed secure channel; do not share financial documents or passwords in this website enquiry.
Will I need to buy new software first?+
We review what you already use before suggesting a change. If another tool would help, we explain the reason, cost and alternatives before you decide. Any licences remain separately agreed.
How will I know the status of my work?+
We agree a shared status log and update cadence during onboarding. It can show received records, work in progress, questions awaiting your input and reports ready for review. The exact cloud workspace is agreed with you; this website is not a client portal.
What happens at month-end?+
We agree a records cut-off, reconciliation and review steps, and a target reporting date. We flag missing information or exceptions rather than concealing them. Delivery dates depend on timely records and the agreed scope.