Vertical Advisors is a boutique accounting firm based in Newport Beach, CA, specializing in providing accounting, taxation, and business advisory services to privately held companies. With a focus on solving problems and assisting clients with their challenges and goals, Vertical Advisors offers a comprehensive suite of services that go beyond traditional accounting and tax services. Their team of experts provides valuable insights, innovative ideas, and long-range perspectives to help businesses grow, prosper, and achieve their dreams.
Vertical Advisors understands the importance of good numbers and offers forecasts, projections, performance documentation, and complete financial statements to help businesses analyze their current position and plan for a successful future. With a unique team approach and up-to-date knowledge of tax law, accounting, and business strategy, Vertical Advisors helps businesses innovate and make informed decisions. They also assist business owners in planning for the future, whether it's structuring buy-sell agreements, preparing a business for sale, or setting up funding for retirement. Vertical Advisors is committed to helping businesses thrive and take care of their owners.
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