Vertex Accounting

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Vertex Accounting is a Financial Consulting and Business Consulting company launched in 2018. Their small team is in St. Petersburg, Florida. The agency focuses on Financial Consulting and Business Consulting.

Client Insights

Industry Expertise

Construction

15%

Food & Beverage

15%

eCommerce

15%

Electric

10%

Franchises

9%

Supply Chain, Logistics, and Transport

6%

Financial services

5%

HVAC

5%

Hospitality & leisure

5%

Client Size Distribution

Small Business (<$10M) 60%

Midmarket ($10M - $1B) 15%

Enterprise (>$1B) 25%

Common Project Size

<$10K 2 projects

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

4.9
4 Reviews

Vertex Consultancy LLC was hired by AZ Consultancy, a business plan preparation service, to assist with financial proposals and forecasts for E2 visa business plans and EB-5 financial models. The team at Vertex, consisting of 2-5 members, provided comprehensive financial proposals, including detailed financial models, projections, and supporting documents. The partnership, which lasted from January to December 2025, came about through a referral. Vertex was chosen for their high ratings, budget-friendly pricing, excellent cultural fit, and the value they offered for the cost. AZ Consultancy invested less than $10,000 in this collaboration.

Timeliness

5.0

Service Excellence

5.0

Value

4.9

Would Recommend

5.0