Vertical Financials

Specialty: E-commerce & Inventory · Every industry served

Numbers you understand.
Decisions you trust.

Most business owners are flying blind on their numbers. We change that.

Vertical Financials is the finance partner behind growing companies — clean books, CFO-grade insight, and the systems to keep both running smoothly.

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New · interactive

Your 1-year forecast, in 60 seconds.

Five questions. We'll project revenue, gross margin dollars, and cash flow for the next 12 months — instantly.

  • →Sales projection
  • →Gross margin in dollars
  • →Operating cash flow
  • →Inventory health check
Start the quiz
Replies within 1 business day✱Real humans, no jargon✱We actually read your DMs✱Books closed in 5 days✱★★★★★ 5.0✱Numbers you can actually use✱
We work in the tools you useQuickBooksXeroGustoRampConnectbooks

What we do

Three services. One finance team.

Whether you need clean monthly books, a strategic finance partner, or help picking and implementing the right stack — we plug in where you need us most.
01

Full-Service Bookkeeping

Monthly close, reconciliations, AP/AR, and clean financials you can trust — every month, on time.

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02

Fractional CFO Services

Forecasting, KPI dashboards, board prep, and fundraising support from a senior finance partner.

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03

Accounting Systems & Processes

Software selection, chart of accounts, automation, and team training that scales with you.

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Our 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.

Personal
More than a bookkeeper — a partner in your growth
Practical
Decisions backed by clean, accurate data
Predictable
Your books closed on time, every time
Platforms we live inAmazonWalmartTikTok ShopShopifyConnectbooksGoflow

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.

60-second forecastQuestion 1 of 6

First — what kind of business?

We'll tailor the rest of the questions to your industry.

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Report in 5 business days
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See how we work
Bookkeeping · CFO · Systems
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Also serving:SaaS · Agencies · Professional Services · Construction · Healthcare · Restaurants · NonprofitsSee all industries
“We were drowning in Shopify payouts and Amazon settlements. Vertical untangled the whole thing — now we actually know our margin per SKU. Game changer.”
MM
Matin M.
Founder, DTC home goods brand
$500 value

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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.

★★★★★
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